“Paul Murray has been our financial adviser for over 10 years and when he moved to Paul Murray Investments I had no hesitation in transferring our financial affairs to his new organisation.”

Rod and Patricia Pointer

“I am so pleased that Paul listened to my requirements, clearly laid out my options in a professional manner and effectively carried out my wishes.”

Steve Peet

“Over the years I have used a number of advisers and got conflicting advice. This is the first time that I have felt in control.”

Steve Southwell

“Paul Murray identified options for managing my pension that other advisers had omitted.”

Tim Steggall

Financial Advisers Southampton

If you are looking for Financial Advisers Southampton – Paul Murray Investments are based in Portsmouth but also provide Financial Advice in Southampton.

We offer initial consultations at our office at no cost to yourself and with no obligation, in certain circumstances it is possible that Paul will visit you in your home, but this will be at his discretion. The cost of our service will be explained to you at the initial meeting and an agreement will be made as to the ongoing service which we will provide. We have three service levels and can accommodate any preferences you may have with your investment strategy.

We aim to provide quality financial planning with first class service to Southampton, Portsmouth and the surrounding areas.

We provide quality financial planning advice to the serious long term investor. Paul Murray is accredited by SOLLA (Society of Later Life Advisers) and provides a range of services.

Our Key services:

Cash Flow Planning
Retirement Solutions
Wealth Creation
Care Planning
Protecting Your Wealth
Stockbroking Services
Auto Enrolment for Business

Ongoing Service

In our view ongoing service is as important as implementation of advice. We provide ongoing service to ensure that your portfolio remains in line with your objectives and attitude to risk. We will review your portfolio and recommend any ongoing changes. We look to develop long term relationships with our clients.

Professional Partners

We also work alongside Solicitors and Accountants to assist with any client matters that are more appropriately dealt with by a Financial Planner. We can support you on areas where specific Financial Advice is required, such as Will’s, Trusts, LPA’s etc.

We recognise the importance of working carefully with a client’s legal and tax advisers to ensure a co-ordinated approach.

Please contact us to find out how we can assist you.

Find out more information about IFA Portsmouth.