Dale Murten
DiPPFS CeMap
At Dale Murten Wealth Management, I am very passionate about building long term relationships with all of my clients founded on trust, excellent service and superior wealth management planning.
About
At Dale Murten Wealth Management, I am very passionate about building long term relationships with all my clients founded on trust, excellent service and superior wealth management planning.
In 2003 I joined St. James's Place as an Associate Partner Practice, and I am now a Senior Partner Practice. During this time I have built up my Practice by providing a holistic wealth management service to my clients. This is delivered through personal face to face relationships founded on trust, excellent service and superior wealth management planning. I help clients create bespoke financial planning solutions based on their individual circumstances through the implementation of straightforward, or, if necessary, a complex, multi-faceted plan.
I am the Principal Partner of Dale Murten Wealth Management, I have over 30 years industry experience in the financial services sector.
At Dale Murten Wealth Management, I pride myself on providing face to face financial advice, to both private individuals and companies alike. My clients receive a bespoke service relevant to their circumstances and requirements, I offer a holistic approach to financial planning and this incorporates specialist advice in the areas of investment planning and retirement planning as well as legacy and inheritance tax planning.
I am located in the historic town of Epworth, in Lincolnshire. Dale Murten Wealth Managemen is also a proud sponsors of Sandal Crown green bowling squad, based in Sandall Wakefield, West Yorkshire.
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We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 15/01/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
