Paul Murray

What were the circumstances that caused you to initially look for an adviser?

Savings for a lump sum, Needed advice on where to invest the money.

How has Paul Murray helped you?

Advice on ISAs stocks and shares.

Have you seen the outcome you were hoping for?

We have had excellent advice from Paul.

What were the circumstances that caused you to initially look for an adviser?

I needed advice to obtain a good return for my lump sum after retirement and my savings.

How has Paul Murray helped you?

I was not particularly well informed about saving and investment and needed sound and experienced advice in this area.

Have you seen the outcome you were hoping for?

Overall, yes. I am sure that the current value of my investment portfolio would be far lower if I had been managing it myself.

What were the circumstances that caused you to initially look for an adviser?

I had a lump sum to invest and knowing very little about investing, wanted to know the best way to proceed.

How has Paul Murray helped you?

Having been with Paul for many years, he has always had the patience to listen to what I was trying to achieve and clearly explain the various options available. He arranged a diversified portfolio which met my needs at that time and subsequently into retirement.

Have you seen the outcome you were hoping for?

Yes, and at one point in time his advice prevented me from making a potentially disastrous financial error through my lack of knowledge.

What could they have done better?

Nothing that I can think of at this time.

What were the circumstances that caused you to initially look for an adviser?

Needed advice on investments approaching retirement.

How has Paul Murray helped you?

he explained risk and our attitude to risk and then advised on suitable investments for us. He kept us aware of our investments' performance. He is always approachable. He actually made some of the telephone contacts we needed to make whilst we were with him in his office, facilitating the whole process.

Have you seen the outcome you were hoping for?

At a time of generally poor performance, our investment provided the growth we had been promised.

What could they have done better?

Nothing we are aware of.

What were the circumstances that caused you to initially look for an adviser?

Inheritance from father and in-laws.

How has Paul Murray helped you?

Paul took great care of explaining how he could invest our money to our advantage. He also visits me at home which is greatly appreciated.

Have you seen the outcome you were hoping for?

Yes. Our investments increase every year and am very happy with the results.

What could they have done better?

As far as I am concerned - nothing! Paul is very dynamic, obviously enjoys his job and is extremely good at what he does. I would recommend him to anyone.