Call us on 02086423680
02086423680
7a The Broadway, Cheam, SM3 8BH

Welcome to James Murray Associates Ltd

Proud to have been serving our clients for over 35 years


At James Murray Associates we believe that financial planning should be a continuous, dynamic process, tailor made for you, with your specific requirements at the heart of it all.

We understand that your financial objectives are unique, personal and hugely important to you.

We also understand that your finances are simply too important for you to be pigeon holed, typecast and given an uninspired ‘off the shelf’ service.

 Planning your financial future as if it's our own

This is not a meaningless slogan, thought up by marketing experts.  It is genuinely how we work. When you become our client we effectively step into your shoes and ask ourselves constantly, ‘given these circumstances, what would we do in your position?’ This remains our long-term commitment to you and applies to all, whether you are a private or corporate client. 

 It doesn’t stop there.  The investment solutions, tax planning strategies and processes we implement for our clients are exactly what we do at a personal level. 

We can think of no better endorsement than that. 

 

Protection

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Protection

As one would imagine, there are many types of Protection Policies to choose from.

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Research Tools

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Research Tools

Use our helpful calculators for your financial planning

 

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Estate Planning

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Estate Planning

Our inheritance tax calculator will help you calculate any potential inheritance tax liability.

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In Retirement

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In Retirement

Knowing roughly what you can expect from your pension contributions in the long run can give you the opportunity to adjust your retirement savings.

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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.

Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.

What customers say

    My wife and I have been personal clients of JMA for all it’s 25 years. The cyclical nature of our economy has meant several periods of national financial turbulence and anxiety. Such a long association has enabled the soundness of the advice given, to be demonstrated by the performance achieved.

    Trevor Phillips, Surrey