01793 261626

Free Financial Healthcheck

Our address has changed to: The Old Police Station, 91 High Street, Cricklade, SN6 6DF

Mortgages
Equity Release
Pensions
Protection
Wealth
- Our Investment process
- ESG Investing
Wills & Trusts
Employer Services
About
Blog
Contact Us

Mortgages
Equity Release
Pensions
Protection
Wealth
- Our Investment process
- ESG Investing
Wills & Trusts
Employer Services
About
Blog
Contact Us

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

Recent Comments

No comments to show.

Let's get started

Get in touch with Mather & Murray Financial to begin the process

Mather & Murray Financial

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

Explore our services

Mortgages
Pensions
Protection
Wills & Trusts
Wealth
Employer Services

Get in touch

The Old Police Station, 91 High Street, Cricklade, SN6 6DF

01793 261626

info@matherandmurray.co.uk

Google Rating

4.9

Based on 169 reviews

Mather & Murray Financial Ltd

4.9

Kaela Norridge

1745234309

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 Welch

1744874891

Friendly and efficient service

Richard Hunter

1743674713

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 Herbert

1743323667

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 Phipps

1743250214

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 Grimwade

1743247265

Good experience with clear explanations, no pressure friendly service

Sam Grunfeld

1743173020

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'Kane

1742988416

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'Kane

Jackie Etheridge

1742716225

Excellent service,we dealt with Jacob and he was professional but friendly at all times.very happy with the communication from him throughout

diane johnston

1741704061

Excellent service and great assistance and advice from SM, my advisor. From my experience using them, I would certainly recommend the company.

Karen Dunn

1740468412

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 Lightfoot

1740139452

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 x

Pete Rowlands

1739225402

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 Clements

1738930029

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 pension

Joe Hanlon

1736265750

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 Cushley

1733384783

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 Helen

Paul Riddell

1733312564

Excellent, holistic and personal financial advice. Highly recommended.

Fee Simmons

1732657334

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 Robinson

1731766843

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.

graham ackroyd

1729945645

Jacob has talked us through every step, offering reassurance and advice when needed. Thank you !

Anna Kolodziej

1729236383

We arranged our mortgage through Mather & Murray and are extremely pleased with the service throughout. We had the pleasure of dealing with Sam, Sherril and Sue who were always prompt, courteous and efficient with all of our requests. Sherril managed to find us the best deal in the current market, and made the process easy and stress-free. We will be using Mather & Mather again for further financial needs. Thanks team!

Kenneth Wright

1728907826

I was very apprehensive about sorting my pension until Helen Quayle got in contact with me then everything was so smooth in the transfer of my policies from scottish widows and the prudential Helens professional imput made this transition very smooth now everything is more transparent as it is now with Royal London, the only thing that is outstanding is the balance of my buyout plan but by receiving a letter from scottish widows referring to the transfer and will let me know when the plan has been transferred to Royal London, I would just like to praise Helen again for the hard work that she has done I will not hesitate to recommend Mather&Murray to my friends and family, I would like to say that I am looking forward to a future with Mather&Murray going forward many thanks. Regards Kenneth Wright.

Zoe Williams

1728474638

I was recommended Mather & Murray by a friend and I will definitely recommend them to others. Steve has been very helpful and I'm so pleased to have got my finances in order. Prompt, efficient and helpful communication, guiding me very capably through what could have felt like a complicated system.

lez ow

1744724976

I've just started using Mather & Murray and have found them both courteous and professional, both Sue and Steve have been great.

caroline davey

1734455197

We booked a financial review with this company. Pre the review they asked questions about what financial advice we were looking for, so they were aware regarding our needs. The lady rang and by the end of the phone call it was obvious she was not interested in our custom, she sounded disinterested, however told us they would be in contact. We have now been waiting 3 weeks. If they were not interested a quick email would of been polite or just to say that on the phone. Manners cost nothing, they obviously have so much business they do not need to be polite to potential customers.

See all reviews Write a review

Complaints | Privacy Policy

Mather and Murray Financial Ltd, The Old Police Station, 91 High Street, Cricklade, SN6 6DF. Email: info@matherandmurray.co.uk. Phone: 01793 261626

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.

Scroll To Top