Financial Advisers

Paul Murray is a financial adviser and stockbroker based in Southsea, Portsmouth.

Born in Glasgow, Paul has lived in the South of England for over 30 years, with wide experience as a Financial Consultant he is committed to serving the financial needs of local people, listening to them offering personal advice and ongoing service.

Paul’s business philosophy is simple and to the point. Deal face to face with clients, build long term relationships and ignore investing in fashions.

He provides independent financial planning advice and advisory stockbroking services to serious long term investors.

The financial advisers role is to recommend, implement and provide ongoing service for your investment portfolio.

He can help you develop an investment strategy to meet your long term objectives. We provide an ongoing service to ensure that your investment portfolio remains in line with your attitude to risk and objectives.

If you already have a portfolio of investments then we can review this and recommend any necessary change depending upon your objectives.

The world of investments in vast and can be confusing, it is our job to explain products in plain English.

Cash flow planning is service that we offer which can help you to plan effectively for significant life events (i.e. a child’s wedding, a holiday etc). It will also help you to ensure that you have sufficient income to support your retirement needs.

We specialise in the later life market and Paul is accredited through SOLLA (Society of Later Life Advisers).

Paul Murray Investments provide total access to a range of products such as equities, bonds and collectives. Whether you are seeking advice as a private individual, trustee, accountant or solicitor, we tailor our solutions to meet the needs of each individual client.

Services we offer:

  • Wealth Creation
  • Wealth Protection
  • Retirement Solutions
  • Care Planning
  • Cash Flow Planning
  • Advisory Stockbroking
  • Auto Enrolment for Business

As a business we focus on being a centre of excellence for the later life market within Portsmouth and the surrounding areas. In our newly renovated offices we are very happy to be of service to the local community.

We aim to provide an excellent service to our clients and be very clear and transparent about our charges. Your initial consultation is at no cost to yourself and prior to commencing any work we will agree a fee upfront. We will never charge you for work unless it has been agreed prior to commencement.

Please contact us to see how we can be of service.

See here for information about Financial Advisers Southampton.