Wealth Management Advice Tailored to You
At Mather & Murray Financial, we provide independent wealth management and investment advice to individuals, families, trustees and businesses — all tailored to your personal goals and financial situation.
Whether you're looking to grow your wealth, generate income, or protect your legacy, we take the time to understand what matters most to you. Then we design a plan to help you get there, adapting it as your life evolves.
A Holistic Approach to Investment Advice
We believe investing is not just about picking funds — it’s about building a long-term strategy that balances your risk appetite, time horizon and financial objectives. Your dedicated adviser will guide you every step of the way.
Our clients come to us for help with:
Growing long-term wealth
Planning for retirement
Generating income from investments
Minimising tax through smart structuring
Passing on wealth to future generations
Flexible, Tax-Efficient Investment Solutions
We offer a range of carefully selected investment solutions to suit your needs, experience and objectives, including:
Single asset and multi-manager funds
Discretionary fund manager model portfolios
Bespoke DFM solutions
Tax-efficient options like Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS)
Inheritance tax-friendly investments
Each portfolio is built in line with your attitude to investment risk, and we ensure it stays aligned with your goals over time.
Stay Informed, Stay in Control
With our secure client portal, you can track your portfolio valuations and performance in real-time, message your adviser directly, and access important documents 24/7.
Your adviser will also meet with you regularly (usually annually) to review your portfolio, discuss performance and outlook, and make any necessary adjustments.
Your investments can go down as well as up. You may not get back the amount you invested.
