Improve your financial security

Find out how we can help

Mortgages

We'll find the right one for you

Pensions

Get on track for the future

Protect Yourself and Your Family

We can advise on the right insurance for you

Wills & Estate Planning

Get organised today for a better future

Wealth Management

Securing your financial future

Employer Services

Employer Protection & Employee Benefits

Equity Release

Free consultation on releasing equity on your home

Mather & Murray Financial

- What we do, and why we're different

Book an appointment to see an independent financial adviser at our head office in Swindon.

We also offer nationwide appointments, locally to you at a satellite office or in your own home.

We provide truly holistic independent financial advice and create a lifetime financial plan to secure the best possible future for you and your family. Mather & Murray Financial believe all customers should be able to access quality advice no matter what their circumstances. It’s unfair that many banks and building societies no longer provide an advice service to their clients, and it’s unfair that many independent firms only advise wealthy customers. Our financial advisers are based across the country and can see you at your home or office. Our head office is in Swindon, but we have satellite offices in Bristol, Brighton, Cheltenham & Gloucester, Cardiff, Swansea, Portsmouth and Manchester.

We use state of the art technology and services to provide our clients with the best possible advice, treat our customers fairly and provide the best possible service from your adviser. You can access your data and up to date policy information live via our client portal. You can message your adviser securely and expect a prompt response.

Use our contact form to book an appointment to see an independent financial adviser in Swindon at our head office, or locally to you today.

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Life Insurance

Why do you need insurance? Because the unexpected sometimes happens. Call our financial advisers in Swindon.

Find out more about Life Insurance

Mortgages

As independent mortgage advisers our role is to search for, compare and offer you a choice between the various options that meet your requirements. Speak to a mortgage adviser in Swindon or book a local appointment.

Find out more about Mortgages

Pensions

We all have our individual plans and needs so you can’t simply pick up a standard option and expect it to work for you. Speak to an independent financial adviser in Swindon or book a local appointment.

Find out more about Pensions

Working With Mather & Murray Financial

1. Discover

2. Understand

3. Develop

4. Recommend

5. Implement

6. Review

Latest Reviews for Mather & Murray Financial

Our reviews come directly from Google Reviews and are 100% unedited.

Kenneth WrightKenneth Wright ★★★★★ I was very apprehensive about sorting my pension until Helen Quayle got in contact with me then everything was so smooth in the transfer of my policies from scottish widows and the prudential Helens professional imput made this transition very smooth now everything is more transparent as it is now with Royal London, the only thing that is outstanding is the balance of my buyout plan but by receiving a letter from scottish widows referring to the transfer and will let me know when the plan has been transferred to Royal London, I would just like to praise Helen again for the hard work that she has done I will not hesitate to recommend Mather&Murray to my friends and family, I would like to say that I am looking forward to a future with Mather&Murray going forward many thanks. Regards Kenneth Wright.Zoe WilliamsZoe Williams ★★★★★ I was recommended Mather & Murray by a friend and I will definitely recommend them to others. Steve has been very helpful and I'm so pleased to have got my finances in order. Prompt, efficient and helpful communication, guiding me very capably through what could have felt like a complicated system.Jack HillJack Hill ★★★★★ Kate and her team were fantastic for us, despite frustration with the third party brokers our new lender used, they went out of the way to help around our busy work lifeLaura VermontLaura Vermont ★★★★★ I found Mather & Murray via Martin Lewis Money Saving expert website, so felt confident in using them, So far so good; Jack has been brilliant, very helpful and patient, he would answer and questions and has been more than happy to go over bits I wasn't sure about, and is still helpful when i have question.Would recommend.tracey yellowleestracey yellowlees ★★★★★ We spoke with Rachel and her team - fantastic service - Sherril Moore was our agent and fabulous with advice and always on hand with any questions we needed answers for - we’ll recommend this company for all your financial aspects.Gareth EvansGareth Evans ★★★★★ I have received excellent advice and service from Mather & Murray with regards to my private pension. Would recommend using this company.Mark JenningsMark Jennings ★★★★★ Really please with the service from Kevin Thomas everything has been dealt with in a very professional manner. I would recommend the services of Kevin and Mather & Murray Financial to anyone looking for pension advise.Tony GTony G ★★★★★ Initial enquiries with PensionWise put me in contact with Mather & Murray. Working with Jack at Mather & Murray enabled me to assess my future pension arrangments and make the most of existing pensions to realise capital and reinvest wisely. Jack's knowledge and advice at every stage has been spot on. Proving time and time again to be accurate and highlighting just how knowledgeable Jack is. Making sure the decisions I was taking were financially sound and in my best interests. It has enabled me to pay off my mortgage 9 years early and have confidence that I will be well provisioned in retirement. I would have no hestitation in recommending Jack and Mather & Murray.steph elliottsteph elliott ★★★★★ Very happy with service provided - Mr Wraithmell was very professional and knowledgeable, providing us with options to consider without any pressure. Definitely recommend using their servicesClifford KeenClifford Keen ★★★★★ Excellent service from Darren. Expained everthing well and professionaly. Will highly recommend.Tara BrunoTara Bruno ★★★★★ Sherril what can I say! A lot off amazing words! She was recommended by my parents who was re mortgaging as she was helping them! She been amazing! She did everything she could do get us the mortgage for our house! And I can’t thank her enough! We move in Monday and get helping me and my partner getting a mortgage at age 21 and 22 for 2 kids means the world to me!Sheril is professional and caring! Thank you so much!D “DC” CD “DC” C ★★★★★ Darren Gregory was recommended to me by a business partner.Darren has an excellent knowledge of finance and helped me make some significant financial and pension planning decisions including streamlining my pension investments.He explained the details of the mechanics and planed out a tailored retirement trajectory. I have been very pleased with the performance of my pension portfolio since moving to Darren in 2021 where he combined all my funds and invested them into one of the funds he proposed with one of the top fund providers. I’m very impressed with his knowledge of the pension system and investments side of things.I’m fairly financially savvy so I understand the depth of Darren’s knowledge of the investment market. He has an excellent understanding.Exactly what I needed, a coach to advise me on investing for this specialist area of pensions.From my experience, I have no hesitation in recommending Darren as an Independent Financial Advisor who will genuinely help you sort out your finances with an eye on all of the investment option decisions and helping you with a great friendly business manner and very professional approach which makes you feel at ease with no hard sell pressure sales tactics. This was also a very important factor for me!He takes the time to decide and develop a strategy that suits you best and has made me money in a tax efficient way and will manage my pension drawdowns too when that day comes.Brent SeagerBrent Seager ★★★★★ M&M were very professional and helpful in providing advice on the best policy for me and set up the policy with no complications at all - excellent service and would recommend them to anyone wanting financial advice.Living Loco In Spain SpringLiving Loco In Spain Spring ★★★★★ Sunita LansdellSunita Lansdell ★★★★★ Sadly, there are only 5 stars... In actual fact, the service I received from Ms Sherril Moore deserves many more!!Sherril was the most competent, professional and caring Mortgage Broker I have dealt with and her constant support was the only reason my transaction eventually completed just in time!!From the word GO, Sherril understood my circumstances, a lot of it private and personal and was discreet and unjudgmental in her conduct. At times, she even ended up counselling me and for that I will always be grateful to her... she is the main reason I stuck with my protracted purchase which took nearly 10 months and she was always available to me during this time... I called her on various occasions and sometimes with queries outside her remit but she made it her task to get me the answers I needed and was ever so patient.I feel very fortunate to have made her acquaintance and will be using her for all my families future Mortgage needs.Sherril Moore is not only a great Ambassador for her Firm but also a lovely human being.ruth holliesruth hollies ★★★★★ Darren has been really helpful and clear in the options around my pension. He is very responsive to email questions.GAVIN THOMASGAVIN THOMAS ★★★★★ Very happy with the service I received and hassle free will definitely be using them for future transactions.Kevin BarrKevin Barr ★★★★★ I would recomend Mather & Murray, I wanted to consolidate my pensions but finding a company I could trust I found very dificult, Kevin from Mather & Murray has now completed this for me succesfully, I had very good comunication him to help me make the correct choices, everything was handled very professionally with plenty of explanations. A very good experiance.Tony BushTony Bush ★★★★★ Very helpful and efficientMattMatt ★★★★★ Colin GrimwadeColin Grimwade ★★★★★ Trev ButlerTrev Butler ★★★★★ I FOUND THE TEAM AT MATHER & MURRAY WERE EXCELLENT SUE ON THE DESK WAS VERY HELPFUL ALL THE WAY THROUGH THE PROCESS , JACK WRAITHMELL KEPT ME IN TOUCH WITH MY VALUATIONS AND ANY INFORMATION NEEDED TO MOVE THINGS ALONG VERY HAPPY .Dave EmblingDave Embling ★★★★★ Very professional & friendly service from all the staff.Theironman SwindonTheironman Swindon ★★★★★ I had a very pleasant experience dealing with this company. Transferring pensions, fully understood my needs and information was very quick and coming and I was constantly updated as the transaction took place. Thankyouanita harrisanita harris ★★★★★ I required some advice regarding pensions, Jacob was very helpful and clear regarding what options was available to me and cost.Kept all appointments made and on time, was very happy to fit around my schedule too. Highly recommend.js_loader