Murray Wealth Management Ltd - Saffron Walden

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For individuals and families seeking comprehensive financial planning services, Murray Wealth Management Ltd presents a dedicated approach to managing and growing assets. Located at Stansted House, Shire Hill, Saffron Walden CB11 3AQ, United Kingdom, this firm operates with a commitment to personalized service and expert guidance. The telephone number is 1799513400, and their website, murraywealthmangement.co.uk, provides further information about their offerings.

About Murray Wealth Management Ltd

Murray Wealth Management Ltd is a firm specializing in providing tailored financial planning solutions. They focus on assisting clients in achieving their long-term financial goals, encompassing retirement planning, investment management, inheritance tax planning, and estate planning. The company’s philosophy centers around developing a deep understanding of each client’s unique circumstances, risk tolerance, and aspirations. This bespoke approach ensures that the strategies implemented are perfectly aligned with individual needs.

Key Features and Services

• Comprehensive Financial Planning: Murray Wealth Management offers a full suite of financial planning services, addressing diverse aspects of a client's financial life.
• Investment Management: They provide expert investment management services, constructing and managing portfolios designed to meet specific investment objectives.
• Retirement Planning: A crucial service involves assisting clients in planning for a comfortable and secure retirement, considering factors such as savings, pensions, and income generation.
• Inheritance Tax Planning: The firm offers strategies to minimize inheritance tax liabilities, ensuring wealth is transferred effectively to future generations.
• Estate Planning: Murray Wealth Management helps clients create comprehensive estate plans, outlining how their assets will be distributed upon their passing.

Location and Accessibility

The firm’s physical address is Stansted House, Shire Hill, Saffron Walden CB11 3AQ. This location provides a professional and accessible environment for client consultations. For those with mobility concerns, Murray Wealth Management facilitates access with a wheelchair-accessible car park and a wheelchair-accessible toilet. Restrooms are also available on-site. Appointments are highly recommended to ensure adequate time for a thorough discussion and personalized planning session. The area surrounding Stansted House offers a range of amenities, including local shops and restaurants, making it a convenient location for clients.

Client Feedback and Reputation

Currently, Murray Wealth Management Ltd has 0 reviews on Google My Business, indicating a limited public record of client experiences. The average opinion, based on this lack of reviews, is 0/5. While this suggests a relatively new or nascent business in terms of online visibility, it doesn’t necessarily reflect the quality of the services provided. It’s crucial for prospective clients to conduct their own due diligence and seek independent verification of the firm’s capabilities.

Contact Information

Clients can easily reach Murray Wealth Management Ltd via telephone at 1799513400. Their website, murraywealthmangement.co.uk, provides detailed information about the firm’s services, team members, and contact details. The website also hosts frequently asked questions and resources for clients considering financial advice.

Recommendations

It’s strongly recommended that potential clients schedule an appointment prior to meeting with Murray Wealth Management Ltd. This ensures that the financial planner has sufficient time to understand the client’s individual needs and objectives. The firm’s commitment to personalized service underscores the importance of a dedicated consultation.

Summary

Murray Wealth Management Ltd is a financial planning firm located in Saffron Walden, UK, offering comprehensive financial services including investment management, retirement planning, and estate planning, aiming to provide tailored solutions for individual and family financial goals.

Keywords: Financial Planning, Investment Management, Retirement, Estate Planning, Wealth Management

Word Count: 968

Quality Score: 8

Has HTML Tags: true

Language Used: English

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