Meet the Team

Samuel Mather-Holgate

Sam is a specialist in retirement solutions and advises clients who are near to retirement fulfil their ambitions. Pensions can be complex and difficult to understand with so many options now available. Sam simplifies these in plain English and makes the complex simple.

Steve Murray

Steve is experienced in arranging complex finance solutions for clients where high street lenders won’t offer terms. As well as this, Steve advises and recommends solutions for businesses and families to protect their assets.

Joe Ricks
Independent Financial Adviser

Joe is a specialist in pensions and investments. His expertise in pensions advice means clients rely on him to ensure they keep up to date with the complex and often changing world of pension regulation and taxation.

Michael Rice
Independent Financial Adviser

Many clients approach Michael to understand their current pension position. This is because Michael has experience in simplifying the complex pension regulations and explaining what options clients have, both pre and post retirement, for their pension savings.

Darren Gregory
Independent Financial Adviser

Darren is an experienced Financial planner with a wealth of knowledge in the pension and investments area. Darren helps clients plan, manage and ultimately achieve their realistic goals by reviewing clients current position and ultilising available reliefs and exemptions to maximize their current portfolio whilst building on this base.

Rachel Rowley
Independent Mortgage, Protection and Equity Release adviser

Rachel has a wealth of experience in residential and buy to let mortgage lending. Busy clients rely on Rachel’s relationships with our lenders to make complex solutions seem simple. Rachel has specific experience sourcing mortgages in areas clients find difficult, such as contractors, high net worth individuals or those with imperfect credit history.

Daniel Gale
Independent Mortgage, Protection and Equity Release adviser

Daniel takes responsibility for securing his clients the best value and most appropriate finance for their objectives. Working with first time buyers through to experienced landlords and commercial clients, Daniel will explain what your options, are and what requirements he needs, in order to secure the finance you need.

Dane Moulden
Client Relationship Adviser

If you are a small or medium sized business, Dane can advise on what plans you need to put in place to protect your business should you face challenging times in the future. Dane can also put together an employee benefits program or review your existing one to ensure employees feel valued and rewarded.

Daniel Howell
Client Relationship Adviser

Daniel specialises in helping first time buyers get onto the property ladder. Understanding this is a stressful and confusing process, Daniel signposts what is happening and when and makes the whole process seamless. Offering advice on, the all too confusing, world or various insurance products, Daniel can also ensure that your future is secured if the unfortunate should happen. Daniel also works with the Pension and Investment specalists to provide excellent service to our clients in the Bristol and South West region.

Laura Murray
Client Relationship Adviser

Based in Sheffield, Laura manages a portfolio of clients in the area delivering the service they would expect from Mather & Murray Financial. Laura works closely with the advice team to deliver excellent advice to our clients in the area.

Andrew Penzer
Client Relationship Adviser

Andrew strives to deliver the best customer service to our clients in the Manchester area. He works with our Independent Advice team to deliver excellent client outcomes to those looking at retiring and understanding the many options that are available to them.

Joseph Salter
Compliance and Support Manager

Mather and Murray Financial put customers at the centre of everything we do. Joe is passionate about ensuring our customer’s needs are met and the service they receive is better than they expect.

Sue Allden
Customer Support Adviser

Sue it here to support our customers and ensure they receive the service that they expect. Sue supports our advisers and works with them, and our customers, to ensure everyone is kept up to date with the advice process.