Murray Financial Planning is a family business and we have been giving our clients investment and financial advice for more than 30 years. Our expertise is in investment portfolio planning. We personally construct investment and pension portfolios for our clients following extensive fund research, taking into account client’s risk levels and financial goals. We pride ourselves on being easy and reliable to contact.
Bryce has been in the industry for over 30 years and has extensive experience in all aspects of pensions, investments and tax planning.
He is also a qualified accountant, enabling him to give clients tax planning advice associated with their investments.
Stephanie joined the business in 2015 and has experience in all areas relating to financial advice. She is a Chartered Associate of the London Foundation for Banking & Finance and has recently completed her Level 6 Advanced Diploma in Financial Advice. Stephanie has gained Certificates in ‘Long Term Care and Later Life Planning’ and in ‘Financial Planning in Retirement’.
Stephanie Murray
Company Director/Chartered Financial Adviser, B.A, M.A., DipFA, CertLTCP, FPIR, AdvDipFA, Chartered ALFBF
Want to know more?
To find out more or to arrange a meeting with us, please call
01353 521642, or email brycemurray@btconnect.com