Dave Murray
DipPFS CeMap
As a financial planner I provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings, and investment planning.
As a Partner Practice of St. James's Place based in Dundee, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
About
An experienced financial services professional providing highly personalised face to face advice on a range of areas including pensions planning & retirement planning, investing for the future, tax efficiency of investing, creating bespoke cashflow models and protecting homes & families. As a strong communicator, I take pride in delivering jargon free advice in a way that my clients can understand by simplifying potentially complex solutions and using plain English to explain.
Prior to joining the St. James's Place as an Associate Partner Practice, I was a director and co-owner of a successful mortgage and protection practice based in Dundee. I am a fully qualified Mortgage & Protection Consultant and built a client bank from scratch over the course of several years.
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.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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.
SJP Approved 31/01/2024
The Partner Practice 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.
