Murray Wealth Management Ltd

22/01/2025

Despite the perceived doom and gloom around, markets are showing solid performance

A number of factors supported this rise, including a slight fall in December’s UK inflation numbers. Although a drop from 2.6% to 2.5% may not sound like a big change, the headline figure hid a larger fall in services inflation. Services inflation – which includes hotels and travel – proved pe...

22/11/2024

You'd be amazed how little people know about their pension but the sooner you get wise to what you have and where the better you can manage the outcome....

Whether you’ve got 20 years before you retire or just a few, it’s important to have an idea of just how much money you’ll need for a comfortable lifestyle once you stop earning a regular salary.

23/07/2024

Now, after years of hiking interest rates, attention is turning to how quickly and easily central banks can reverse course. How low can they go ?

An interesting article from SJP's Chief Investment Officer worth a read....
https://ow.ly/6LlC50SFUfW

19/07/2024

16/07/2024

Anyone with a challenging job knows how hard it can be to stay on top of things at home as well as at work. Keeping track of your finances and ensuring your money works as hard as possible can be tricky when there are other matters to think about. However, there’s no need to try and keep that extra plate spinning when you can delegate it to a specialist.

If you’re a lawyer or accountant, your work may overlap with the world of financial services, meaning you’d be justified in feeling confident in your understanding of important money matters.

06/06/2024

Nothing builds credibility like feedback from clients..

04/06/2024

St. James's Place - is it any good?

This review link below is something to shout about.

Being the largest UK wealth management firm means we also have the biggest bullseye on our backs when it comes to media attention.

This applies to most industries, not just financial planning.

My guess is not many people will realise that we have more than 966,000 clients in the UK with assets under management north of £179 billion.

This doesn't happen by itself, it comes by giving quality, individually tailored financial advice and putting clients’ interests first.

Clients also have access to industry leading pensions, investment, tax, & trust expertise which makes sure they receive first class advice.

In addition to this, I am not aware of any other financial adviser firms who guarantee the suitability of the advice given.

Read, share, tell your friends and, I'd love to hear your thoughts: https://lnkd.in/ed8_rjZQ

www.murraywealthmanagement.co.uk. Proud to be a St James’s Place partner

24/11/2023

A simple step, that could make the world of difference to you, and your family...

Even if you’ve saved carefully for long term care, made your Will and got your affairs in order, there’s no knowing when life might suddenly throw you a curveball. A sudden change to your health or mental capacity can mean that you’re not able to manage your own financial affairs, or make impo...

04/10/2023

According to research by the Association of British Insurers (ABI) lost pensions in the UK could be worth as much as £20 billion. Could you be one of those? Learn more

If you have moved jobs it’s easy to lose track of your pensions. It's a sad fact that ignoring your pension until later in life could mean a missed opportunity for a lot of people. It's amazing the number of people who consider old pensions are not worth reviewing.  You wouldn't leave your home ...

04/10/2023

If you have moved jobs it’s easy to lose track of your pensions. It's a sad fact that ignoring your pension until later in life could mean a missed opportunity for a lot of people. It's amazing the number of people who consider old pensions are not worth reviewing.  You wouldn't leave your home ...

04/10/2023

What is the cost of a comfortable retirement?

Whether you’ve got 20 years before you retire or just a few, it’s important to have an idea of just how much money you’ll need for a comfortable standard of living once you’ve finished working.