Meet the Team

Samuel Mather-Holgate
Director

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
Director

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.

Jacob Leggatt
Independent Financial Adviser

Jacob advises his clients on retirement planning and investments. He is qualified to offer advice on equity release and long term care strategies and looks to help families achieve their objectives.

Jack Wraithmell
Independent Adviser

Both young families in need of advice on the right insurance for their circumstances, or those nearing retirement who need to devise a plan for income generation would seek the advice of Jack. His holistic planning benefits all of his clients.

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.

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.

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.

Anne Hevingham
Customer Support Adviser

Anne supports both our clients and advisers to ensure the service they receive is excellent. As a new client you will be introduced to our customer support team who are on hand if your adviser is with another client and should be able to answer most of your questions.

Sue Allden
Customer Support Adviser

Sue is 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.