Investment Strategy & Inheritance Tax Planning Seminars
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(For Prospective Clients)
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Our People
The advisers of Murdoch Asset Management are all fully qualified, registered financial planning practitioners.
Chris Birch
Chris heads our investment monitoring team that is responsible for selecting and monitoring the fund management groups with which we place client monies. With an honours degree in Financial Services and the Investment Management Certificate, Chris began his career in the fund management monitoring team at Skandia Life, the UK's leading insurance provider of specialist investment funds. He later joined Frank Russell, a world specialist in investment consultancy and ‘managing the investment managers', where he fine-tuned his analytical skills on the pension funds of large multinationals. Today Chris ensures that Murdoch Asset Management has the leading edge technology and research tools that make our Investment Monitoring Service so profitable for our clients.
Derek White
Derek heads our pensions planning services. In a career spanning more than fifteen years, Derek has delivered financial advice to a wide range of private and corporate clients, and is a member of the Chartered Insurance Institute with specialist qualifications in taxation, trusts, pensions and retirement options. Having played in the ‘engine room' of Scotland's international rugby union team for ten years, and also as part of the British Lions tour of Australia in 1989, Derek's clients include many well-known sports personalities. Today he speaks in his own modest and self-effacing manner at seminars to industry professionals and private clients alike. He is sought out by people from all walks of life looking for expert financial advice devoid of fuss or pressure.
Tony Dunne
After a short career as an aircraft technician in the British Army, Tony joined the financial services industry in 1991 and became an independent financial adviser in 1996. He is an Associate of the Personal Finance Society, holding advanced diplomas in taxation and trusts, investment portfolio management, personal investment planning and retirement options. Specialising in investment, estate planning and retirement counselling, Tony helps clients to maximise their income and investment returns while minimising the tax they pay. These duties extend to individual clients, trust funds and advising solicitors with their trustee obligations.
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