James Hollman

Senior Paraplanner at Murdoch Asset Management Ltd - Alton, ENG, UK

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HQ
N/A
Location
Salisbury,England,United Kingdom
Company
Murdoch Asset Management Ltd
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Murdoch Asset Management Ltd logo, Murdoch Asset Management Ltd contact details

Murdoch Asset Management Ltd

Alton, ENG, UK • 20 - 49 Employees
Financial Services

Murdoch Asset Management is a large regional IFA, currently managing in excess of £700 million of assets for our private client base. Founded in 1991, we are a highly profitable business, with a strong balance sheet. Recently awarded 'Best Investment Management Solutions UK 2021' by CFI.coWe provide both astute investment management and comprehensive financial advice and planning.Our financial planners provide an unusually personal relationship with their clients and are supported by a first class administration team, in house investment department and technical planning unit. The firm has been awarded Chartered Financial Planner status.Our focus is on selecting and monitoring specialist investment managers for our clients with the aim of providing above average investment returns, commensurate with the risk they are prepared to take. The majority of our clients are retired and welcome our low key, empathic approach and high level of technical expertise.We primarily help clients plan in the areas of investment, pension, taxation and trusts.

Financial Advice Pensions Advice Inheritance tax advice Investment Management Wealth Management Personal Tax Planing SIPP Advice Long Term Care Fees Planning
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James Hollman currently works for Murdoch Asset Management Ltd.
James Hollman's role at Murdoch Asset Management Ltd is Senior Paraplanner.
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James Hollman works in the Financial Services industry.
James Hollman's colleagues at Murdoch Asset Management Ltd are Elliot Lloyd, Charles Dowden, Derek White, Yvonneroz Boucher, Harriet Sutton, Joe Gunn and others.
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