Pensions & Retirement Planning

Whether you are planning for retirement or simply want to arrange your finances in the most tax-efficient manner, it is important to ensure that any financial products or arrangements used in the planning process are suitable for your circumstances and objectives.

Are you confident that the funds you are setting aside for your retirement are being managed in an efficient way that will provide the returns you need?  What options will you have when drawing the funds in retirement and how will your employer’s scheme and State Pension fit into this? Will you and your family be suitably provided for should the road to retirement not be as straightforward as you hope it will be?

We will review your position and guide you along the road to retirement. Our clear and impartial advice should help ensure that, whatever happens in the future, you will be prepared.

Our Services

Pensions

Whether you require a simple pension plan,  the flexibility that a Self-Invested Personal Pension plan (SIPP) can offer, or a Small Self-Administered Scheme (SSAS) for your company’s directors and employees, we can help.

More Information on Pensions

Retirement Planning

Planning for an uncertain future is never easy, but we can help you make sense of the wide range of options that is available and explain how these may be used by you.

More about Retirement Planning

Our Opinions

We are regularly called upon to help journalists and broadcasters demystify the financial services industry. Read and listen to some of our latest views and opinions.

Financial Opinions

Meet Our Team

Our select team have between them over a hundred years of experience in financial services. Meet the people behind the name of Murray Asset Management.

The MAM Team

Our History

We were formerly part of Murray Beith Murray, a firm of Solicitors in Edinburgh, and we continue to provide investment advice to many of their clients.

Our History

Our Financial Opinions are regularly featured in:

BBC Radio Scotland / The Scotsman / Citywire