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About

A little about us

James Murray Associates was founded in 1986 and we have recently been delighted to celebrate our 35th anniversary working at the same offices in Cheam Village. Over the years we have built both a very strong business and reputation servicing Corporate, Trustee and Individual clients throughout London, the home counties and beyond. Our first-class team brings more than 250 years of industry experience and we are absolutely dedicated to providing you with the outstanding service for which we have become known.

Each of our advisers is fully qualified (with several having more than 25 years industry experience each). Importantly, our support team also bring a wealth of experience, with most having specialised in their field for more than 20 years.

We do not stop there as we firmly believe in the growth and development of younger employees who are able to demonstrate and share the same values, professionalism, and commitment to service as our culture and clients’ demand.

We share the same ethos as our founder (now long retired) in building a sustainable business, operated by knowledgeable employees that our clients trust and enjoy working with.

We actively manage the wealth of Private Clients as well as providing tailored Employee Benefit solutions to a wide range of Corporate Clients. 

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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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

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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.