Investment & Savings

Financial BrokerMurray & Spelman (Financial Services) Ltd aim to grow your wealth so that you can achieve your short or long-term financial goals. Our specialist investment & savings advisors have access to several leading institutions. This allows us to build a diversified investment portfolio for you.

We work hard to ensure your investments and savings are delivering on your long-term goals while also ensuring that you fully understand the process.

>We make recommendations based on:

 How long can you invest for?

Income requirements

Attitude towards risk / reward

Current tax position

Previous investment experience

>Investments & Savings - what you can expect:

We will guide you on the various fund types available e.g. Deposits; Multi Asset/Strategy Funds; Bonds; Commercial property; Tracker Bonds; Direct Share Dealing.

We educate our customers on the investment/savings process and decision making e.g. the balance between risk and return, the importance of real diversification, protecting all or a portion of your money, Deposit rates, Inflation proofing, impact of using different providers.

We will keep you up to date on legislative changes, varying tax structures and budget changes at our review meetings.

We will provide personalised performance reviews.

>Murray & Spelman (Financial Services) Ltd guarantee:

To provide  impartial, unbiased investment & savings advice

To deal with several leading institutions & source a diversified investment portfolio suitable to your needs

To discuss your investments & savings requirements, please contact any member of our investments & savings specialist team.

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