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Louis Murray

Louis Murray

Edinburgh, Edinburgh

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About Louis Murray:

Financial Adviser 

UK level 4 Diploma Qualified - CII 

Experience

ST. JAMES’ PLACE WEALTH MANAGEMENT
FINANCIAL ADVISER
    
Current Role
• FTSE 100 Company with £142bn funds under management
• Conducting initial financial reviews with clients, on-going reviews and generating new business.
• Deliver financial advice to clients, proposing strategies to achieve short and long-term objectives for
investments, insurance, business and estate planning with minimal risk.
• Prepare and delivered presentations to clients and prospects for business development and educational
purposes.

Education

Business Management (Honours) - Open University 

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