Kevin Murray
AdvDIP DipPFS, Cert CII(MP & ER)
With 25 years' advisory and leadership experience in the banking and finance sector, I have gained a breadth of knowledge and experience, working at a senior level within multiple global banks based in the UK. As a holistic financial planner, I am committed to taking a comprehensive approach to managing my clients' finances. I believe in understanding not just their investments, but also their lifestyle, goals, and values. By creating personalised financial plans that address all aspects of their financial life, from retirement planning to investment planning and estate planning, I aim to prioritise their long-term financial health and well-being.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
