Wealth

At Mather & Murray Financial we offer wealth management advice to individuals, trustees and businesses, which is specifically designed around their individual circumstances.

Your Mather & Murray Financial adviser will take the time to get to know you and your circumstances, offering sensible and trustworthy financial advice that adapts as your needs change over time.

Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

Depending on your investments needs and experience we may offer you a range of investment solutions, such as:

  • Single asset or multi-manager funds
  • Discretionary fund manager model portfolio service
  • Discretionary fund manager bespoke service
  • Inheritance tax friendly investment solution
  • Tax efficient Venture Capital Trust (VCT) or Enterprise Investment Scheme (EIS)

Your portfolio is will always match your attitude to investment risk, and you receive an update of it’s performance and outlook for the future during your regular reviews with your adviser. With our state of the art technology you also get to view your portfolio valuations live online, and contact your adviser via our online message center. Of course, depending on the level of service you have agreed to, your adviser will meet with you annually to go through every aspect of your portfolio and answer any questions you have.

Your investments can go down as well as up. You may not get back the amount you invested.

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