Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta)

Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta) Email and Phone Number

Fellow of PFS & Chartered Financial Planner, specialising in Pension, Investment & Tax Planning strategies @ Murray Wealth Management Ltd
Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta)'s Location
Saffron Walden, England, United Kingdom, United Kingdom
About Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta)

I pride myself on offering my clients financial advice with a genuine desire to understand individual needs and provide solutions to make their lives easier and create wealth.Based on the borders of Herts, Essex, Cambs and Suffolk but with clients across the UK.

Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta)'s Current Company Details
Murray Wealth Management Ltd

Murray Wealth Management Ltd

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Fellow of PFS & Chartered Financial Planner, specialising in Pension, Investment & Tax Planning strategies
Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta) Work Experience Details
  • Murray Wealth Management Ltd
    Managing Director
    Murray Wealth Management Ltd Oct 2017 - Present
    Mayfair
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  • Elevate
    Senior Business Development Manager
    Elevate Dec 2015 - Sep 2017
    East Anglia
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  • St James'S Place Wealth Management
    Senior Business Development Manager
    St James'S Place Wealth Management Jul 2013 - Jul 2015
    Mayfair, London
    View
  • Aviva Uk
    Investment Development Manager
    Aviva Uk Aug 2006 - Dec 2012
    Scotland & Nw England
    To lead and develop investment business through a team of 14 broker consultants in Scotland & NW England. This includes providing specialist investment knowledge and support to consultants to promote Aviva's investment proposition to retail & institutional clients. Previous roles included; Offshore Tax & Trust Specialist at Norwich Union International
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  • Canada Life International
    Offshore Tax & Trust Specialist
    Canada Life International 2003 - 2006
    Scotland & Nw England
    Establishing and managing effective relationships with specialist offshore wealth managers and to provide technical tax & trust support to the Canada Life sales consultants throughout the region.
  • Sidera Asset Management
    Business Development Director
    Sidera Asset Management 2002 - 2003
    Latin America
    Set up and developed a new distribution network throughout Latin America to market the company's portfolio of guaranteed fund of hedge fund tranche products to retail and institutional clients
  • Scottish Equitable International (Luxembourg)
    Business Development Manager
    Scottish Equitable International (Luxembourg) Jan 2000 - Dec 2001
    Southern Europe
    Created and developed a new distribution network to market the company's funds and products throughout Southern Europe from scratch.
  • Old Mutual International
    Director Of Strategic Partnerships (Latin America)
    Old Mutual International Jan 1996 - Dec 1999
    Miami, Usa
    Responsible for the management of the relationships with our key business partners throughout Latin America and the development of business from these organisationsPrevious roles included;Business Development Director (South East Asia), Jakarta, IndonesiaSet up a new sales and marketing office in Jakarta, Indonesia to manage existing relationships and develop business to increase market share throughout South East Asia

Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta) Skills

Pensions Wealth Management Investments Inheritance Tax Planning Retirement Planning Strategic Financial Planning Asset Managment Portfolio Management Investment Strategies Financial Services Retirement Investment Advisory Investment Management Wealth Management Services High Net Worth Individuals Mutual Funds Protection Asset Allocation Change Leadership Sales Management Change Management Prince2 Financial Advisory Wealth Hedge Funds Relationship Management Income Protection Asset Management Strategy Business Development Business Strategy Savings Financial Planning

Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta) Education Details

  • Chartered Insurance Institute
    Chartered Insurance Institute
    Certificate In Discretionary Investment Management
  • Cfa Society Of The Uk
    Cfa Society Of The Uk
    Certificate In Investment Management (Level 4)
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Advance Diploma In Financial Planning
  • Chartered Institute For Securities & Investment
    Chartered Institute For Securities & Investment
    Private Client Investment Advice & Mangagement Certificate
  • University Of Leicester
    University Of Leicester
    Mba(Finance)
  • Uk Office Of Government Commerce (Ogc)
    Uk Office Of Government Commerce (Ogc)
    Project Management In Controlled Environments
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Certificate In Pension Transfers
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Frequently Asked Questions about Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta)

What company does Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta) work for?

Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta) works for Murray Wealth Management Ltd

What is Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta)'s role at the current company?

Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta)'s current role is Fellow of PFS & Chartered Financial Planner, specialising in Pension, Investment & Tax Planning strategies.

What schools did Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta) attend?

Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta) attended Chartered Insurance Institute, Cfa Society Of The Uk, Chartered Insurance Institute, Chartered Institute For Securities & Investment, University Of Leicester, Uk Office Of Government Commerce (Ogc), Chartered Insurance Institute.

What skills is Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta) known for?

Stuart Murray Mba,Fpfs,Chartered Fcsi,Imc,Certpfs(Pta) has skills like Pensions, Wealth Management, Investments, Inheritance Tax Planning, Retirement Planning, Strategic Financial Planning, Asset Managment, Portfolio Management, Investment Strategies, Financial Services, Retirement, Investment Advisory.

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