Alpas Wealth Management

Murray Trudt

I focus upon maintaining long-term, trusted relationships with clients, showing distinct quality, integrity and excellence, which in turn gives personal and business clients financial peace of mind. I am delighted that many new clients come to me as a result of personal recommendation by existing clients.

About

A cornerstone of my commitment to service is a promise to meet each client on an annual basis, or more often if required.

I believe every client is individual, with very personal needs and requirements, and I therefore tailor my recommendations appropriately to provide bespoke solutions.

My clients receive advice on matters which include retirement planning, building and preserving wealth, whilst working towards obtaining income and wealth growth in a tax efficient and flexible manner. Fundamentally, I see my approach as one of problem solving for my clients rather than product selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.

I’m originally from Lockerbie in the South West Scotland and moved to the North East of England in 2008 with my wife Lizzie. Prior to joining St. James's Place, I was a Firefighter with Tyne and Wear Fire and Rescue Service.

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

Promotions

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Advice & Services

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

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

Testimonials

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I have known Murray for a number of years. During that time he has got to know me well and what I want out of life, which is why I always seek and value his advice. Nothing is ever too much trouble for Murray and I have no hesitation in recommending him to anyone as I'm sure they will benefit fro...

Richard David Percy| Business Owner

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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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.

SJP Approved 18/10/2022

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.