Financial Services - N/A, N/A, UK
Thomas & McMurray Ltd provide services exclusively to the St. James's Place Partnership. We specialise in new money and replacement submissions for Investment, Pension (including Defined Benefit), Inheritance Tax, Protection and Long Term Care business.T&M has been operating since 2007 and consists of a team of over 20 paraplanners and administrative workers, providing bespoke, flexible paraplanning support to St. James's Place Partners. Fundamentally, our aim is to relieve St. James's Place Partners of the burden that is associated with compliance documentation, which in turn frees up more time for advisors to spend with clients.
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