Karin McMurray APFS

Experience

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  RSA RBS

  Jun 1997 - Oct 2004

  Financial Planning Manager
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  RBS

  Oct 2004 - Nov 2012

  Private Investment Manager
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  AGL Wealth Management Ltd

  Feb 2013 - now

  Senior Wealth Manager

  As a wealth manager, Karin manages and look after clients investment portfolios working closely with discretionary fund managers (DFMs). Knowing her clients well she's able to ensure their portfolio's match their risk and suitability. Additionally Karin continuously sits down with DFM’s and the company holds quarterly investment committee meetings to monitor the suitability and performance of these managers in great detail.A large number of Karins private clients have specialised IHT planning needs. In this role Karin helps clients to preserve and pass on wealth to their families, using a variety of different solutions and working closely with hand selected specialist lawyers. It's important to Karin she works with the clients and their families as much as possible when dealing with estate planning.Karin offers complete financial planning, and the company works on a trusted adviser status for the client. They never like to say to the client "we don’t do that". Instead Karin and the firm work with a variety of different carefully selected industry professionals, including accountants, solicitors, banks for lending purposes, invoice factoring companies, HR and many more, so whenever they can assist the clients with whatever their need. Show less

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  AGL Corporate Services

  Aug 2013 - now

  Senior Corporate Manager

  AGL Corporate Services believe in creating a 'problem-solving' culture when it comes to working with our corporate clients. This ultimately means building a team of trusted and specialist advisors to ensure we provide a holistic wealth management and corporate proposition at all times.There can be no doubt that professional advice, received at the right time, can be of significant benefit to individuals and businesses. We offer our clients this advice in a fair and impartial manner, explaining in clear and simple terms what can be reasonably expected from any strategy or plan adopted. We then commit to a comprehensive on-going review service, designed to monitor the effectiveness of the strategy and to keep the client on track.In a highly competitive business environment the difference between success and failure can often be measured by the quality of a company’s workforce. More often than not, it is their skills and abilities which are the key factors in shaping the success of the organisations that employ them. However, recruiting and retaining people with the right kinds of skills and attributes can prove difficult. At AGL, we believe that securing their commitment and loyalty is therefore of paramount importance, and one of the most effective ways of achieving this is through the provision of additional employee benefits. Show less