A Senior Partner of St. James's Place Wealth Management

Andrew J Murray

Andrew J Murray

DipPFS
My experience enables me to provide great insight for my clients and my knowledge within the financial sector enables me to help my clients fulfil their financial goals. I strongly believe that my honesty and integrity when managing my clients’ wealth matters is reflected in long-standing client relationships and underpins my distinct approach to wealth management.

About

I started in financial services in 1989 and have worked for a large insurance company and also two smaller independent companies. In this time I gained valuable knowledge and dealt with a wide range of clients on a personal and corporate basis. For many years I have helped clients with their private school fees planning and assisted a number of schools in providing the parents and staff with financial planning. In 2006, I was invited to join the highly prestigious St. James's Place Partnership, the sole advisory arm of the St. James's Place Wealth Management Group. This enables me to draw on the resources of a highly respected, successful and award winning organisation.

I live in Dedham with my wife Allison and 2 children Jacob and Emily. My main enjoyment is spending quality time with my family and we enjoy activities such as walking, cycling, swimming, badminton, tennis, squash, golf and visiting places of interest or shows. I am a FA qualified football coach.

I specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes and whose circumstances are therefore more complicated than most. Typically this will demand bespoke and sophisticated solutions for these unique circumstances.

The level of my success can be seen through the satisfaction of my clients, reflected in the testimonials provided on this site.

As well as my own experience and knowledge I can call on any number of specialists either within the St. James's Place Wealth Management Group or from a carefully selected number of industry experts and professionals including solicitors and accountants. In this way an appropriate solution can be found for any given situation.

Aiming to keep my clients aware of the most up to date information within the markets is important to me - producing a WeekWatch Bulletin, the Investor magazine and also through SJP TV which gives access to comments from the fund managers, are just some examples.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation can change at any time. The value of any tax relief depends on individual circumstances.

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
More
Andrew is approachable and always willing to answer our questions in a clear and concise way. During these unsettled times, it has been extremely reassuring to receive his regular market bulletins and know that he will respond to queries quickly. In short, he makes us feel that our finances are in s...
Mr & Mrs Wadley |Consultant Neurosurgeon and Nurse
Andrew Murray has been of great help to me in setting up Educational Trusts* for my grandchildren and also in advising me in other financial matters.
Mrs PEH Judson |Essex
*Trusts are not regulated by the Financial Conduct Authority.
For the past 17 years and more, Andrew has given me sound advice which has really suited my position both before retirement and since. I am confident that he will always continue to do so. I would recommend him to anyone but especially to those who are shortly looking forward to retirement.
Mrs T Martin |Essex

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Andrew J Murray
Andrew J Murray