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Murray Alexander

Wealth Planner

0131 247 1033
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Murray is a Wealth Planner in our Private Client team. 

Murray currently holds the CII's Advanced Diploma in Financial Planning qualification.

Individuals and Families expertise

Murray is a Chartered Financial Planner and provides independent financial advice to clients on a wide range of issues such as long term care, investments and inheritance tax planning, working closely with other members of our very well respected Private Client team.

Murray has a legal background having graduated from Aberdeen University with a law degree in 1984 but chose a different career path shortly after.

Murray has previously worked with the Woolwich Building Society in a management role from 1985 to 2000 and then joined AON Consulting in 2000 as an independent financial adviser.  He stayed there until 2013 when he joined Morton Fraser's wealth management team.

He acts for clients at all stages of life including those still working and saving for the future, those who are approaching and planning for retirement and those requiring additional care and support in later life.

Recent Content by Murray Alexander

28 May 2019

Tax efficient allowances - a guide

Another new tax year is upon us and there are various tax efficient allowances available, some are quite complicated but others are actually very...
Blog
Murray Alexander
26 Feb 2016

Capital Gains Tax Exemption - Use it or lose it!

Capital Gains Tax (CGT) is a tax on the profit when you sell (or dispose of) certain assets that have increased in value. It is the gain on the...
Blog
Murray Alexander
26 Feb 2016

ISA planning and AIMing high!

As we head towards the end of another tax year, it's worth reminding ourselves of the availability of the tax free savings opportunities that can be...
Blog
Murray Alexander

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