About Us

Our Foundations

Thomas & McMurray was established in 2007 by Steve Thomas and Robin McMurray. The service has expanded rapidly and now consists of a team of over 30 people providing paraplanning and administrative services to financial advisors.  In recognition of the close ties we have with St. James's Place, we are members of the St. James's Place panel of approved paraplanning companies.

Each of our paraplanners has worked in a number of different roles for major life assurance companies and has a vast range of financial services experience behind them.  They also have specialist knowledge in a particular field, for example estate planning or income drawdown, providing you with the peace of mind that we can cover all bases.

How Our Service Could Benefit You

Thomas & McMurray offers a bespoke paraplanning service, tailored to your business needs.

By delegating the research and documentation processes, we can relieve you of the administrative burden associated with compliance documentation.

This in turn will free up more quality face-to-face time with clients and greater potential for you to explore new business opportunities.

As an entirely flexible '‘pay as you go'’ service, you can feel assured that help is at hand without the hassle and costs associated with employing and training additional staff. Whether you choose to use us as your only line of support, or whether you choose to use us to compliment your existing team, the key is that you have complete freedom of choice to use our service as you please.

You should however be aware that you will need to hold the appropriate level of authorisation for the business you are undertaking and that Thomas & McMurray Ltd is not authorised or regulated by the Financial Conduct Authority.