Testimonials

What our clients say about us

• 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

• I have been a client of JMA for over 10 years and joined them on the basis of a recommendation from my Accountant.  I have not regretted it.  I have found their advice to be independent of  third party interests and well tailored to my circumstances.  I have a high regard for their timely response to the questions I ask, however trivial they might be.  I have found their knowledge of pension legislation and their willingness and patience to explain it me, reassuring.  They can no more predict the future than anyone else but their perception of trends and knowledge of past performance is something I have grown to trust.  I have found their approach to charges open and fair.

  Mike C, East Sussex

• Having been badly let down by our previous adviser, and lost a lot of money because of his unprofessional self-interest, we were determined to appoint financial advisers who could provide a flexible service tailored to our individual needs.  JMA have exceeded our expectations in all respects.

  Bill & Sue Colledge, Surrey

• In JMA I have found an IFA who has taken time to understand my circumstances and my unique needs and desires. They are proactive and responsive, trustworthy and likeable and I can relax knowing that they are looking after the financial needs of my family and me.

  Julia, Chairman of a privately owned investment business

• James Murray Associates have been managing our company pension scheme since 2009. They guided us through the review of our scheme with solid advice and come across as efficient and responsive. They are trusted by our team.

  Anthony Wilson, Operations Director, Hotwire

• A company that deal with you as an individual, whether you are part of a large corporation or just on your own. They listen to your needs and advise the best options without pressure to sell to you. They deliver sound products based on industry wide knowledge and are always personally at the end of the telephone when you need ongoing advice. They ran my corporate funds and now run my personal retiral funds - you cannot get better than that.

  Mike Kidd CEO (retired)

• FRM decided to meet with James Murray Associates towards the end of 2009 based upon a recommendation. Since then we have used JMA as the broker for nearly all of FRM’s employee benefits. The level of service and advice offered is outstanding and not comparable to anything we have previously received.

  Neelima Shah, Senior Vice President Human Resources, FRM

• I have worked closely with JMA over the last 10 years. They have given clear, thoughtful and pragmatic advice on a wide range of employee benefit matters, in particular with some very complex pension planning. I have always found them to be very proactive, responsive to queries and outstanding at explaining benefits to staff. Whilst they are very good at creating benefit schemes, I think their real strength lies in their continuing care and follow up. Many IFAs seem to lose interest once a scheme has been set up; JMA stay closely involved.

  Mike Benton, Finance Director, Cube Real Estate Group

• The comprehensive advice provided by James Murray Associates was something I had been looking for for years and I am delighted with the service they provide. Their professional and thorough advice is presented in a confident and relaxed manner and is a real credit to them. I particularly like the fact that they will share their view with you when appropriate.

  Graham Fawcett, Managing Director, Fawcett Mead

• I have been working with James Murray Associates since 2001. Higher level tax planning is important to me and JMA provide exactly what I am looking for. I am very happy with the overall service.

  Richard Brown, Director Capital Markets, Jones Lang Lasalle

• James Murray Associates have been pension and benefits advisers to Historic Royal Palaces since 2002, during which time they have provided us and our staff with a high quality service.

  Chris Ridout, Group Pensions Manager, Historic Royal Palaces