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

Expert Independent Financial Advice in Swindon & Nationwide

Looking for trusted financial advice in Swindon or across the UK? At Mather & Murray Financial, our independent financial advisers (IFAs) provide expert guidance to help you build a secure financial future for yourself and your family.

Where We Offer Financial Advice

Our head office is based in Swindon, but we offer nationwide financial advice. You can book a face to face appointment at one with one of our regional advisers in:

  • Bristol & south Wales
  • Brighton & the south east
  • Cheltenham & Gloucester
  • Bath & Somerset
  • Birmingham & West Midlands
  • Bournemouth and the south coast
  • London

For your convenience, we offer home visits and secure online consultations, making expert financial planning accessible wherever you are.

Why Choose Mather & Murray Financial?

We believe that everyone should have access to high-quality, independent financial advice—not just high-net-worth individuals. Our advisers work solely in your best interests, providing fully independent recommendations tailored to your needs.

What We Offer:

  • Truly Independent Financial Advice – We are not tied to any providers, ensuring you get the best financial solutions available.
  • Comprehensive Lifetime Planning – We cover all aspects of financial planning, including wills & estate planning, pensions, investments, mortgages, equity release and protection insurance.
  • Accessible & Inclusive Advice – Unlike many banks and advisory firms, we work with clients of all financial backgrounds.
  • Secure Client Portal – Access your financial data anytime, with live policy updates and direct messaging with your adviser.
  • Nationwide Coverage – Whether you prefer an in-person meeting or a virtual consultation, we can provide expert advice wherever you are.

Book Your Free Consultation

Take control of your financial future today. Book an appointment with one of our independent financial advisers in Swindon or at a location near you. Use our contact form to schedule your consultation and start planning for a more secure future.

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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.

Richard MortimerRichard Mortimer ★★★★★ Very patient, when the workload would have broken a lesser company. Really earned their fee, and we are a bit embarrassed that it isn't really commensurate with the diligent work that was done.Sandra KeatesSandra Keates ★★★★★ From start to finish our advisor Jacob Leggett was excellent. His initial briefing and understanding of my requirements for my pension was assured and gave me confidence that I was dealing with an advisor that I felt comfortable with. Throughout, any question and queries were dealt with promptly as were all meetings on time. My pension and investment are up and running and I have been delighted with the service I have received. Many thanks Jacob.pauline cooperpauline cooper ★★★★★ I found every one I spoke to in this firm very polite & helpful. They where all very understanding about my poor hearing, and went on at my pace. That is VERY important to folk of my age. Nice to be treated with understanding. Thank you everyone.James RobertsonJames Robertson ★★★★★ Sarah at Mather and Murray provided a fantastic service! She was there every step of the way to support us and advise us I wouldHighly recommendKaela NorridgeKaela Norridge ★★★★★ I really recommend Mather & Murray as so pleased with the service received regarding Pension Transfer. The knowledge, expertise & patience shown by the Advisor Steve Archer was very reassuring, he provided full support & guidance every step of the way for the Transfer.Chris and Sally WelchChris and Sally Welch ★★★★★ Friendly and efficient servicelez owlez ow ★★★★☆ I've just started using Mather & Murray and have found them both courteous and professional, both Sue and Steve have been great.Richard HunterRichard Hunter ★★★★★ What a pleasure to work with a company who actually care. From the initial meeting i knew i had made the right choice using Mather and Murray. Sherril was great and took all of the hassle out of the mortgage process. I would highly recommend and would definitely use again. Thank you.Isaac HerbertIsaac Herbert ★★★★★ Mather & Murray Financial helped me with my first mortgage, thought out the process they went out of their way to ensure everything went smoothly. My mortgage broker Sherril Moore contacted me after work hours to help arrange my mortgage offer and would routinely update me when there was a change to interest rates to ensure I had the best mortgage offer I could. I would highly recommend using Mather & Murray Financial for arranging a mortgage.Joel PhippsJoel Phipps ★★★★★ Kate was very helpful in getting my pension sorted out for me. It's a great relief to finally having it all sorted and I couldn't have done it without Kate!Colin GrimwadeColin Grimwade ★★★★★ Good experience with clear explanations, no pressure friendly serviceSam GrunfeldSam Grunfeld ★★★★★ We had a complicated house purchase, and Mather & Murray Financial were fantastic throughout. Sherril was brilliant – knowledgeable, responsive, and really understood the complexities of our situation. She found us a lender that was willing to work with our specific requirements, and when the offer had to be reissued several times, it was all handled quickly and without any fuss.Thank you so much for getting everything sorted and securing the lending we needed. We’re incredibly grateful and wouldn’t hesitate to recommend Mather & Murray Financial to anyone needing expert mortgage advice.Joseph O'KaneJoseph O'Kane ★★★★★ Highly professional, patient, and helpful. Sherril, in particular, was regularly in touch by phone and email about the progress of the equity release negotiations. She returned emails quickly regarding my silly questions. Would definitely recommend Murray and Mather to anyone.Joe & Teresa O'KaneJackie EtheridgeJackie Etheridge ★★★★★ Excellent service,we dealt with Jacob and he was professional but friendly at all times.very happy with the communication from him throughoutdiane johnstondiane johnston ★★★★★ Excellent service and great assistance and advice from SM, my advisor. From my experience using them, I would certainly recommend the company.Karen DunnKaren Dunn ★★★★★ I was anxious about seeking pension advice but I knew I needed help to make decisions that would impact my retirement. I was grateful for Jacob’s friendly, professional assistance- he always responded quickly and guided me through the process. And he was never pushy- he gave me time to think things over.Rebecca LightfootRebecca Lightfoot ★★★★★ A few months ago I engaged Helen as a referral partner for one of my long-standing clients at Tip the Balance Wellbeing.In my ‘Clinic Without Walls’ I am passionate about finding the right people to help my clients move forwards. That doesn’t always need to be me!Having struggled to support this particular client make true, sustained progress in several areas of her life, we eventually uncovered that the heart of what continually stopped her make significant shifts with anything, was money. Life was so caught up in financial uncertainty that setting life goals against that backdrop was unsustainable, even impossible for her to process never mind execute.After sitting with Helen to really get to the nitty gritty of all this financial worry, Helen helped her create both short term solutions and longer term financial maps/plans. This has given M a whole new perspective on what is possible in life.I cannot reinforce enough the impact that gaining financial clarity has had on this capable, professional lady, empowering her to now zoom out and look at all the other aspects of her personal wellbeing she now has the space and security to consider…undistracted.Helen, your patience, kindness and straight talking has been the perfect match for M. You listened intently but gently held her to account in making the necessary plans to create her more certain future. Now she is ready to tackle the other aspects of bringing balance into her life.I’m exceptionally proud to refer M and other clients to you, knowing the true impact financial security can, and has given.Thank you xPete RowlandsPete Rowlands ★★★★★ Consolidated a few smaller pensions into one, Kate gave good advice on tax benefits, and always responded to questions quickly. The process was very easy, I would recommend both Kate and Mather and Murray for pension advice and pension consolidation. Time will tell on the future performance of the pension.David ClementsDavid Clements ★★★★★ Once over the initial stage the dealings were handled in a timely professional manner. I would definitely recommend to anyone looking to sort out there pensionJoe HanlonJoe Hanlon ★★★★★ A have been using Mather & Murray for my mortgage and pension for a number of years and have always found them extremely knowledgeable and always more than happy to share that knowledge. The customer service is excellent and I look forward to working with them for years to come.Jon CushleyJon Cushley ★★★★★ I had a couple of face to face meetings with Helen to go through combining my pension pots. Helen was really helpful and thoroughly explained things clearly so i could make the right choices. I would recommend Mather & Murray. Thanks HelenPaul RiddellPaul Riddell ★★★★★ Excellent, holistic and personal financial advice. Highly recommended.Fee SimmonsFee Simmons ★★★★★ i am thoroughly impressed with Mather & Murray Financial (M&M). I had a very specific and uncommon request, and M&M responded promptly, professionally, and with an exceptional level of detail.From the first interaction, Sherril, my financial advisor, treated me with the warmth and care of a family member. She made me feel immediately at ease, and I quickly gained confidence in both her and the services offered by M&M.Throughout the process, Sherril kept me fully informed, providing me with all the necessary information, while giving me ample time to consider my options. She was patient, allowing me to take as much time as I needed to make a decision, which I truly appreciated.Ultimately, I chose M&M because of Sherril’s professionalism and the trust she instilled in me from our initial conversation. The entire process unfolded exactly as she had explained, and the service I received has been nothing short of excellent. I am extremely satisfied with the financial advice and support provided by Sherril and M&M.I am grateful and fortunate to have found M&M and Sherril, and I would highly recommend them to anyone in need of financial services.Thank you, Mather & Murray Financial and Sherril, for your outstanding service.Thank you!Peter RobinsonPeter Robinson ★★★★★ Very happy with the service provided by Mather & Murray. They were able to combine my multiple pensions into one fund to which I can now access. Also freed up some cash for home improvements. It was all done remotely, was hassle free and I now feel much more comfortable with my finances going into the future. Highly recommended.js_loader