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Paul Murray Investments offers independent financial planning and investment advice, and works diligently to ensure that all our clients have the peace of mind that their financial affairs are in order. Specialising in advising later life clients, our business philosophy is simple and to the point: deal face-to-face with people, build long term relationships and ignore investing in fashions.
Paul Murray Investments offers independent financial planning and investment advice, and works diligently to ensure that all our clients have the peace of mind that their financial affairs are in order. Specialising in advising later life clients, our business philosophy is simple and to the point: deal face-to-face with people, build long term relationships and ignore investing in fashions.
Services
You may think all financial advisers are the same. However, Paul Murray Investments have made a conscious decision to serve you, the individual investor, differently. To ensure that all our clients have the peace of mind that their financial affairs are in order.
As a Paul Murray Investments client, you're the type of person who wants to stay on top of your finances, however, decisions made in the past may no longer be what's best for your future.Upon receiving an enquiry we will gather some information and arrange an initial meeting at our office. The purpose of the initial meeting is to establish how we are able to assist with your needs and objectives and to discuss the fees for our services.
As a Paul Murray Investments client, you're the type of person who wants to stay on top of your finances, however, decisions made in the past may no longer be what's best for your future.Upon receiving an enquiry we will gather some information and arrange an initial meeting at our office. The purpose of the initial meeting is to establish how we are able to assist with your needs and objectives and to discuss the fees for our services.
With over 20 years experience as a financial adviser. Paul's business philosophy is simple and to the point. Deal face to face with clients, build long-term relationships and ignore investing in fashions. Lisa is married to Paul and shares his enthusiasm for growing the business. She is involved in decision making at board level, takes a keen interest in staff welfare and is an excellent motivator, encouraging us to reach our goals.
We provide non-product driven Financial Planning advice centred around Cash Flow Planning. We take the time to understand your plans so we can help you achieve them. Whether it's lowering taxes, saving for retirement, paying school fees or protecting your estate, we can help you develop an investment strategy to match your unique situation.
If you had been employed for 30 full years or more, making National Insurance contributions, you would qualify for the state pension. If you had not worked for 30 years you may still qualify but you may not receive full basic state pension. However, with the UK facing ongoing economic challenges, and many pension schemes remaining underfunded, it is essential to ensure that you choose an appropriate pension scheme.
Short term slowdowns in the economy and property market inevitably trigger worries about stock market performance. You may therefore consider keeping your money in cash. However that's not the most appropriate approach for the serious long term investor. Investors and shoppers - particularly those that remember rocketing inflation in the mid 1970's - are no doubt concerned about rising food and energy prices.
