+442086423680 advice@jmurray.co.uk

David Keary

David Keary - Director at James Murray Associates Limited

Location: 7A The Broadway, Cheam, Sutton, Surrey, SM3 8BH

Position: Director

Email:

Tel: 020 8642 3680

Fax: 020 8661 1739


David joined JMA in 1996, having worked for a major insurance company for 5 years. He became an owner director in 2007. David is a member of the Personal Finance Society having gained the Advanced Financial Planning Certificate.

David takes real satisfaction in helping clients save tax. ‘I hate to see tax wastage of any kind – and so do my clients. If I can help a client improve their wealth over the long term by implementing the correct tax strategies,
I am happy. I see this as a big part of my job.'

Qualifications

Chartered Insurance Institute Qualifications

  • Financial Planning Certificate 
  • Mortgage Advice Qualification 

Advanced Subjects

  • Pensions (G60)
  • Taxation and Trusts (G10)
  • Personal Investment Planning (G20) 
  • Business Financial Planning (G30)

JMA

James Murray Associates Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 458363 http://www.fca.org.uk/register.

James Murray Associates Limited Registered Address: 7A The Broadway, Cheam, Sutton, Surrey, SM3 8BH. Registered in England, No. 5635973.

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