About Us

Established in 1996, Murray Paterson Limited are a family run business who offer bespoke financial advice across a range of financial matters. We stand out because we put a strong emphasis on a personalised approach to managing your finances. We maintain regular contact with all of our clients and building trust and developing strong relationships is at the heart of our business.

Of course our clients are not just looking for someone they like on a personal level. They expect the highest standard of advice and our qualified advisers bring a wealth of experience across many different areas.

 

Meet our team

Alistair Paterson

About Alistair

Director/ Independent Financial Adviser

Alistair started Murray Paterson Ltd in May 1996 and has built a loyal client bank and undeniable reputation through his hard work and client focus. As a fully qualified financial planner he spends much of his time focusing on Wealth Management, Retirement Planning and Estate Planning. Alistair has always known that his client relationships depend largely on trust and high quality advice and the business has been built on these principles.

Alistair says “The whole ethos of this business has always been about people.  We really want to get to know our clients, so that we can guide them to make good decisions across range of financial issues. It is a matter of some considerable pride that we are still dealing with almost all of the same clients with whom we first came into contact in the 1990’s.  That tells me that we are getting it right. People come first in this business”

Linda Paterson

About Linda

Director / Mortgage and Protection Adviser

As a Director and Co-founder of the business, Linda has been with the firm since its incorporation in 1996. Having previously worked as an IFA, Linda found her true calling as a mortgage specialist soon after her involvement in the industry began. Having previously worked in two separate estate agency firms she has a knowledge of the property market which is difficult to find. Linda prides herself on being able to help her clients find properties that are suitable and negotiating on their behalf where required. Client experience really is something Linda focuses on a lot and likes to make the experience of buying a home as relaxed as possible.

Linda Says – ” For me personal touch is everything with our business. Knowing that you can deal with the same person from beginning to end is so important to our clients. A house purchase is a huge decision and we pride ourselves on our guidance, advice and communication with everyone involved at every step of the way. It is so rewarding to see our clients come back time after time and also lovely to welcome any new clients to the firm”

Craig Paterson

About Craig

Independent Financial Adviser

With over 12 years experience working within the financial services industry, Craig started his career working as a Mortgage Adviser for a mainstream challenger Bank. He later gained experience in a management position and learning and development, before returning to the family business. Craig is now a fully qualified financial adviser and so spends much of his time dealing with pensions, investments and tax planning. He brings a modern day dynamic to Murray Paterson Ltd and his fresh approach to advice has helped the firm to utilise fully advancements in technology, within the industry. This has helped enhance the client experience and make things as simple as possible. Craig is currently completing his Fellowship with the Chartered Insurance Institute and holds an additional qualification to advise on Equity Release Products.

Craig says – “Our main aim is to make the advice process as simple and as clear as possible for our clients. Being a small family business we have a strong emphasis on building client relationships but also ensuring the advice is right and tailored to each individual”

Want to know more?

Call us for a friendly chat on 01357 521281 or email: info@murraypaterson.co.uk