If you have built significant wealth through your working life or from selling your business you will want to place these funds in a secure investment environment.

People you can trust

You will want to work with people you already trust to have your best interests at heart. Murray Smith’s advisers will work with you over the long term clearly explaining the options available and the decisions you need to make when judging possible investment returns against levels of risk.

Full market access

Murray Smith’s advisers are not tied to any particular investment providers. This means we can research the entire market to find the investment products that best fit your requirements.

Regular monitoring and updates

Our advisers will always keep a close watch on the performance of your investments, providing regular updates and performance review meetings.

Saving tax

As our financial services business is connected to a respected firm of Chartered Accountants we are able to provide solutions that take account of all the possible tax consequences.

Click here to view our Wealth Management brochure (PDF)

Murray Smith acted as our professional Advisers on accounting matters for over ten years and throughout that period were professional, supportive, knowledgeable and timely with their advice and guidance. During that period they provided a full range of services from statutory audit, payroll and general tax advice to specific advice on the sale of the Company and other matters. This is across all levels of staff but with a special mention to our lead Partner, Mike Benson, who has been a constant source of excellent advice and support throughout the period of our engagement with his firm. I do not hesitate in recommending them.
Nigel Hartley
Managing Director (former) Total People Group