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Home » Morningstar Portfolios

Morningstar Portfolios

Morningstar Passive Portfolio Change Rationale March 2023

By Sam | April 5, 2023

Please click below to see the latest changes to Morningstar’s Passive portfolio range: Morningstar Passive Portfolio Change Rationale March 2023

Read More

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Mather and Murray Financial Ltd is authorised and regulated by the Financial Conduct Authority FCA number 696226

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Google Rating
5.0
Based on 116 reviews
Mather & Murray Financial Ltd
Mather & Murray Financial Ltd
5.0
Anthony Broad
Anthony Broad
1700309827
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 experience
Terry Miles
Terry Miles
1699885256
Very good service from Martin.
Steve Allen
Steve Allen
1699042354
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 Douglas
Tim Douglas
1698314972
Perfect in every way. Highly recommended.
Cindy Greenaway
Cindy Greenaway
1698174153
Very happy with the service and speed that i receivef
Carole Clark
Carole Clark
1698145142
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 Chapman
Andrew Chapman
1697294556
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 Baker
rob Baker
1697037106
Excellent service. I highly recommend this company.
Janet Short
Janet Short
1697032552
I would recommend to anyone needing financial advice in anyway
Michael Gatenby
Michael Gatenby
1696257018
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 Ford
Dave Ford
1695211433
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 Willow
Fredbusby1958@gmail Willow
1694015099
I was happy with the service I received and how quickly it was dealt with. Thank you
Judy Robinson
Judy Robinson
1692788644
Excellent service so far .Received a personal recommendation for using Darren Gregory and he has been invaluable in dealing with pension consolidation
Patrick Janaway
Patrick Janaway
1690895077
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 valued
Mike Lewis
Mike Lewis
1690767345
We had a good and helpful conversation with Laverne A straight forward process in getting the financial arrangements we wanted.
Rachel Martin
Rachel Martin
1689928148
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 Desai
Madhav Desai
1689622915
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.
X
X
1689161281
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 Parfitt
Robert Crump
Robert Crump
1689157370
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 support
E Geo
E Geo
1688979853
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 Knights
Terry Knights
1688654404
David Desmond
David Desmond
1688199026
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 Capstick
Jessica Capstick
1686244631
Alyson Ayland
Alyson Ayland
1684083055
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.
Karen Kidgell
Karen Kidgell
1690025444
Excellent service, my advisor was extremely knowledgeable and friendly. I hope our future work together is as easy.Thank you
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Mather and Murray Financial Ltd is authorised and regulated by the Financial Conduct Authority FCA number 696226. Registered in England and Wales company number 09444322. Registered address Ground Floor, Eastcott House, 4 High Street, Swindon SN1 3EP. Mather and Murray Financial is not responsible for the content of external links. The content of this site is aimed at UK residents and residents of MiFID countries. Regulations, levels and bases of taxation are subject to change. Decisions should not be made solely based on the content of this site. Individual advice should be sought first.

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