What we do, and why we’re different
We provide truly holistic independent financial advice and create a lifetime financial plan to secure the best possible future for you and your family.
Protecting Yourself and Your Family
Why do you need insurance? Because the unexpected sometimes happens.
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Mather & Murray Financial
Mather and 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.
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 information and up to date policy information live via our client portal and message your adviser securely and expect a prompt response.
Working With Mather & Murray Financial
1. Discover
2. Understand
3. Develop
4. Recommend
5. Implement
6. Review
Area of expertise
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.
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Wealth
At Mather and Murray Financial we offer wealth management advice to individuals, trustees and businesses, which is specifically designed around their individual circumstances.
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Wills & Trusts
Last year, approximately 74% of the people in the UK, did not leave a Will, reducing the value of their family’s inheritance and causing untold problems and additional costs.
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Employer Services
We understand that running a business can be a difficult and time consuming role. However, it’s important to make sure that your business can survive should something unforeseen happen.
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Equity Release
Put simply, equity release allows you to generate cash from the value of your home in the form of a tax-free lump sum, or by drawing smaller instalments as and when you need them, without the hassle and stress that moving can involve.
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