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.

Equity Release advice Swindon

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.

Anthony BroadAnthony Broad ★★★★★ After speaking with financial planner Kevin thomas I was more than happy with the drawdon pension plan I was Quoted by him ..this was all done online without any problems and completed within good time Kevin kept me informed all the way through the process...if your looking for start to finnish pension planning then I recommend mather and murray for a seamless experienceTerry MilesTerry Miles ★★★★★ Very good service from Martin.Steve AllenSteve Allen ★★★★★ Jacob offered a range of investment and savings options and presented a clear concise style both over virtual calls and in person. There was no hard sell, or pressure and the process was professionally explained. Excellent service.Tim DouglasTim Douglas ★★★★★ Perfect in every way. Highly recommended.Cindy GreenawayCindy Greenaway ★★★★★ Very happy with the service and speed that i receivefCarole ClarkCarole Clark ★★★★★ Approached Mather & Murray to update our Wills. Anne at the front office is extremely approachable, very friendly and goes out of her way to help with any queries/questions. Steve provided a very professional, personal and prompt service and I would have no hesitation whatsoever in recommending this company for any financial advice.Andrew ChapmanAndrew Chapman ★★★★★ Jacob from Mather and Murray offered a polite, professional, service with clear communication and guidance on investment strategy options and associated risk. He took the time to understand my aims and objectives and tailored his assistance accordingly.rob Bakerrob Baker ★★★★★ Excellent service. I highly recommend this company.Janet ShortJanet Short ★★★★★ I would recommend to anyone needing financial advice in anywayMichael GatenbyMichael Gatenby ★★★★★ Sherril Moore was fantastic, I wanted to arrange some life insurance and have very little knowledge or experience in these matters. Sherril was very friendly and professional, guiding me through the process and giving me very sound advice. I found that she was readily available and punctual when keeping appointments, Sherril also gave me some very good advice on other financial issues that has really helped me. I would certainly recommend Mather and Murray and Sherril in particular. I will, definitely, be contacting Sherril again for advice in the future.Dave FordDave Ford ★★★★★ Very impressed with Sherril Moore who has been really helpful to me following a life change event earlier in 2023. Always available within a few hours, consistently returns calls and offers great , impartial advice allowing me to make an informed choice. I continue to recommend this company to friends and family.Fredbusby1958@gmail WillowFredbusby1958@gmail Willow ★★★★★ I was happy with the service I received and how quickly it was dealt with. Thank youJudy RobinsonJudy Robinson ★★★★★ Excellent service so far .Received a personal recommendation for using Darren Gregory and he has been invaluable in dealing with pension consolidationPatrick JanawayPatrick Janaway ★★★★★ Excellent service so far ... I am a new customer and feel that Jack Wraithmell and the team at mather and murray have made me feel valuedMike LewisMike Lewis ★★★★★ We had a good and helpful conversation with Laverne A straight forward process in getting the financial arrangements we wanted.Karen KidgellKaren Kidgell ★★★★☆ Excellent service, my advisor was extremely knowledgeable and friendly. I hope our future work together is as easy.Thank youRachel MartinRachel Martin ★★★★★ I have had a great experience working with Laverne Picart at Mather & Murray. Personable, professional and patient with someone who has limited financial management experience! I am very happy with the service I have received and would recommend to anyone looking for financial advice.Madhav DesaiMadhav Desai ★★★★★ Martin and Anne really helped us get remortgaged and a mortgage for 2 properties. We had hiccups from our end but there was continuous communication from Martin and consistent help. Super team. Thank you.XX ★★★★★ Nothing but positives for Mather & Murray. Totally professional from the first contact. Listened and understood my requirements and came up with the product to fit. I would highly recommend this company and would only use them in the future. Nick ParfittRobert CrumpRobert Crump ★★★★★ Extremely professional,considerate of all circumstances,patient,advise was extremely helpful, would highly recommend and would use againWhat are you waiting for?Once again thank you all for supportE GeoE Geo ★★★★★ A really positive experience Joe took the time to listen and really understand what my needs are, then selected and presented a number of options that he took me through so we could work out the best plan together.Terry KnightsTerry Knights ★★★★★ David DesmondDavid Desmond ★★★★★ I needed to sort out our costly joint life cover has we were being over insured. Once again, Jack has been superb, very knowledgeable and professional and once again got us the best policy that suited our current life style, and more importantly reduced our monthly insurance cost considerably we will be continuing to work with Jack, and Mather Murray on other personal needs that I have. They are a very trustworthy business and I would highly recommend them, can’t thank them enough and they always put your needs first. Also Anne, Susan and Steve have all been very supportive and helpful, please give them try.Jessica CapstickJessica Capstick ★★★★★ Alyson AylandAlyson Ayland ★★★★★ Laverne was positive, professional and patient with me as we painstakingly went through each and every one of my various pensions. She realised very soon that I would not have a large portfolio to manage and was honest and up front about what she could offer and the fee. It resulted in sound advice at the end and a plan for the future. Laverne was lovely to work with and on that basis I would highly recommend Mather & Murray.js_loader