Our Testimonials

Understood my position and gave considered professional advice which can be adapted to changing circumstances, very patient with my questions.

I cannot speak highly enough of Sherril Moore who expertly, with great kindness and humour, guided us through a very long and what became complicated financial matter. Thank you so very much Sherril, I literally don’t know where we would be without you and latterly Anne Hevingham.

Sean was really helpful and worked really hard to find me a remortgage that worked for me always on the end of the line to answer any questions i had i would recommend mather and Murray

Lovely people, both Kate and Sue were very reassuring on a subject I find stressful. Kate produced a plan for my pension that fulfilled all I required. During the transfer process, Kate constantly sent updates and we had further conversations so she could provide an outstanding service for me. Everything went smoothly, and I am truly grateful to her knowledge and professionalism during a difficult time.

Mike Rice has been professional and extremely personable throughout the whole process of choosing the most appropriate pension and investment options to suit my attitude to risk. His support and guidance throughout the whole process has been faultless. I look forward to continuing with his support and cannot recommend him highly enough.

Outstanding service. I highly recommend Sean Davis for anyone in need of a knowledgeable and reliable mortgage adviser. he took all the stress away from remortgaging our house and worked brilliantly with our solicitors to get it done.

Worked very closely with these guys over the last 5 years, recommended to me by the NHS. I finally feel like our finances are in control and we have a long term plan. We’ve had some excellent advice from two very knowledgeable advisors. Very non biased and really good at explaining in layman’s terms - highly recommend

Steven Archer at Mather and Murray has been an absolute godsend. I have four pensions and other investments that I hadn’t a clue what to do with or how to get a regular tax efficient income from. Steve has managed to explain everything clearly and concisely and has come up with a plan tailored to my situation. I now feel much more secure and confident in the future. He is knowledgeable, professional, and personable. If you need to sort out your retirement finances, I highly recommend Steve at Mather and Murray.

I found your company via the find an IFA website. The whole process from booking an initial appointment to discussing with Mike was excellent throughout and he explained all the options and my attitude to risk and helped me choose an appropriate option for my pension now I have reached the age of 55. Mike has been in touch regularly throughout the process and will continue to provide support including advice on my new work pension and where to invest. I can't recommend Mike highly enough. Many Thanks. 🙂

Sean was a breath of fresh air. Very knowledgeable, friendly with a swift response turnaround with correspondence. Highly recommend this company.

Sherrill was so helpful and pleasant, polite, friendly and human! Everything was explained in plain terms and not rushed. The whole process was seamless and Sherrill supported me throughout. I am extremely pleased that I chose Mather and Murray to help me and would not hesitate to reccomend them and Sherrill to others who needed pensions advice.

Sherril along with Mather & Murray have provided me with excellent advice regarding my personal pension and retirement planning. I found Sherril very professional & I appreciated her friendly approach in managing my finances. I would highly recommend Sherril to anyone looking for a reliable retirement advice.

Rachel Hutton was amazing, she was very knowledgable, always happy to advise and easy to contact whenever we had questions. We were very lucky to find her and would strongly recommend her particularly as a mortgage advisor which was what she helped us with, thankyou Rachel!

Excellent service from Sean and the team. Very professional, friendly and helpful. Sean ensured the transactions went through smoothly to its conclusion. We would highly recommend them to others and will use them again if the need arises. Thank you to all

I am very happy with the service of Mather and Murray for obtaining my pension and specially with the help from Kate Ricks. Very professional, done everything on time and cooperated.

Sean Davis guided us through our process in a measured and very professional manner. There was no hard sell, very transparent and honest throughout and he communicated with us regularly throughout the process. I would not only recommend Mather and Murray but we will be using them again in the future.

We used Sean to assist us in selling our 1st property and ending that mortgage and then buying our new home, finding the best mortgage to suit us and then setting everything up. Along with improving our life insurance, critical illness and income cover. From start to finish Sean was brilliant and a great help with everything and anything. When the process got delayed or obstacles came up he was always on hand to help, check in or make recommendations. We would highly recommend Mather and Murray and Sean and his expertise

I was put in touch with Mather & Murray from unbiased.co.uk as I felt in need of advice in selecting an annuity - I thought I knew what I was looking for, but since the decision is final and irreversible, it seemed like a good idea to get professional advice if only for a second opinion. Mather & Murray contacted me the same day - and assigned Kate Ricks as my advisor - from day one the service provided was excellent, answered all my questions, and guided me to the right decision - explanations were always available even on the trivia, - no question too daft!. Genuinely professional, reassuring and brilliant service 10/10 - Thanks Kate

Fantastic experience from start to finish! Rachel H was exceptionally efficient, highly professional and always one step ahead. She answered all our questions instantly and kept us updated at every single stage of the application. If you want a smooth, fast, and hassle-free mortgage process, look no further!

Arranged a new mortgage for use, a relatively painless experience. Thanks

Kate has been absolutely fantastic in helping my dad with his pensions. She took the time to explain everything clearly and made what can often feel like a complicated process much easier to understand. Her knowledge, professionalism, and patience have been invaluable, and she has always been approachable and willing to answer any questions. Most importantly, she has given my dad confidence and peace of mind about his financial future. I would highly recommend Kate to anyone looking for a trustworthy, knowledgeable, and genuinely caring financial advisor. Thank you for all your help and support.

Very professional friendly service would highly recommend them for there helpful service

Sarah has been wonderful to work with. Incredibly helpful and no question was silly (and I had a lot of them!). She went over and beyond. We've attempted to use Sarah multiple times over the years when searching and pulling out of properties, and she was always so patient until we finally found the one for us. Sarah is friendly, professional and makes things super easy so we didn't have to worry about a thing relating to our mortgage. Would definitely recommend!

Kate did a great job in setting up the release of my pension pot. Kate was informative and very professional and I would not hesitate to recommend this company! With thanks Adrian

Finding a mortgage can be stressful, but working with Mather & Murray Financial made it remarkably smooth. Sherril was an absolute pleasure to work with, professional, patient, and always available to answer our questions. She guided us through every stage with clarity and expertise, and we ended up with a great deal. We're grateful for her help and wouldn't hesitate to recommend them to anyone in the market for a mortgage.

Fantastic service, Rachel from mather & Murray helped us all the way, let us know what was possible in terms of mortgage, explained process, sorted life insurance policies for us, even formally complained to Insurance company on our behalf for Delay in starting policies. She was on hand to answer questions, no question was a silly one. Response to emails was always swift and was kind to let us know when there would be a Delay due to being out of the office, but had someone look after our case while she was away. Used Rachel on two occasions before and really felt like she held our hand as always and is as excited as we were on completion of house purchase. Will definitely be using Rachel and Mather and Murray for our future needs, professional with a personal touch. Thankyou

Thank you to Mather and Murray for unravelling a pension impasse. All team that I was involved with were responsive, gave sound advice and did so at a customized payment rate due to where the funds were and where I live. I would highly recommend this company for those needing financial advice of any kind, not just pension pot decisions.

I received pension advice from Steve Murray when my fund with Aviva became available to me. Steve was friendly and approachable and I was able to follow his recommendations easily. I purchased an annuity through Mather & Murray and would recommend them to anyone seeking financial advice.

Late in 2025 I began exploring the possibility of releasing capital from my property through Equity Release. I had downsized in 2021 into a property that has needed a lot of improvements, so has incurred loads of unavoidable expenses. I submitted an application to a well-known firm, but following the survey, it was rejected due to the percentage of single skin construction of the kitchen extension, which placed it out of their acceptable criteria. I hadn't foreseen such a complication. Fortunately, their financial advisor suggested that I contact Unbiased online, which I did, and they put me in touch wih Mather & Murray Financial. They appointed Rachel Hurron as my financial advisor. In our initial telephone conversation, I explained my previous difficulty, and she said she would pursue the potential options for me. It wasn't long before she ferreted out LiveMore, whose criteria was more flexible, but it would require both the minimum amount to be borrowed and the interest rate to be higher at a higher rate. I was relieved to hear that there was an option available. Their minimum loan requirement has actually been more sensible for my objectives. I have mentioned all this to encourage anyone who encounters any similar difficulties to not give up the search, Rachel, my advisor, has been an absolute star. She came to the house for some initial discussions regarding ER, which I was already fairly familiar with. She recorded all the information needed for my application, discussed my objectives, made suggestions and explained anything needing clarification. In addition, the home visit was also important, so that in viewing the property, she'd be better able to support my application with LiveMore. Subsequently, all our contacts have been online, and all documents were accessible for printing. I found her very professional, fully versed in all the perameters of the ER scenario, efficient and obviously enjoys her work. She is personable, communicative and always responded to my emails in good time. She was able to put me in touch with Equilaw, who arranged for a surveyor and handled all the legalities. Once the surveyor's report was favourable received, everything proceeded smoothly to completion. I owe a great deal of thanks to Rachel for facilitating everything from start to finish. She is a great asset to Mather and Murray Financial, a firm I have no hesitation in recommending to anyone requiring professional financial services. MRR

Very thorough explanation of how to use your money for you and your future. Really felt as though Steve was listening to what we wanted for ourselves and came up with a plan to match. Very happy with the advice and would highly recommend.

I cannot recommend Sean Davis highly enough. From start to finish, he went above and beyond to make what can often be a stressful and complicated process feel smooth and manageable. Sean was incredibly patient throughout my entire mortgage journey. No question was ever too small, and he took the time to clearly explain every single step along the way. His ability to break things down into simple, understandable terms made a huge difference and gave me real confidence in the decisions I was making. What truly stood out was his kindness and genuine commitment to helping me succeed. He never rushed the process and always made sure I felt comfortable and informed. It was clear from the beginning that he truly cared and fully understood what I needed. Thanks to Sean, the whole experience felt seamless and far less overwhelming than I expected. His professionalism, patience, and dedication are second to none. If you’re looking for a mortgage broker who will go the extra mile and genuinely look after you, I would absolutely recommend Sean Davis. Fantastic job all around.

We have been working with Rachal Hutton for several years as my mortgage adviser, Now Rachal has joined Mather & Murray Financial she now helps on our retirement advise to great effect. Rachal is a great attribute to Mather & Murray team and can only enhance there services, we look forward to a continuous working relationship with all parties involved. we couldn't ask for a better service from the friendliest and most helpful financial team to which we can't recommend highly enough.

Rachel did an excellent job.She is professional,helpful and efficient. I highly recommend her

Mike Rice has been superb at navigating me through my pension options. Very supportive with great expert advice in what can be a complex process. It is a learning curve so time is needed as what you initially feel is the right approach, changes as you reflect. Mike is on hand to answer questions & provide options, with the pros and cons to reach the best solution based on your personal circumstances.

Sean was very helpful and patient throughout the process. Kept me updated regularly👍 He worked hard to get us the good deals.

We’ve used Rachel a couple of times before and was a no brainer to use her again, she’s very informative and keeps you updated with on progress. We wanted to release someone’s but was worried about the impact of monthly cost, however Rachel was able to give us options and reassure us. Will be using Rachel again when our mortgage is up again

As an Expat, I was experiencing unreasonably difficult obstacles to overcome in the quest to start receiving my personal pension fund. 'Moneyhelper' and 'Pensionwise' were quite frankly just frustrating! Ok, they give you some good advice to avoid scams etc but when it comes to actually finding a company that will accept to pay an Expat an annuity you consistently run into the following caveat, "I'm sorry but we are only allowed to give you impartial advice." This gets you nowhere and when you start contacting companies for yourself you run into an impenetrable wall of, ' We don't provide annuities to Expats.' Well great! So, thankfully Mather & Murray managed to find me in the maze inquiries I'd left behind. After some initial background checks, I was quickly assured that I could trust the company and I'm so pleased that I did. Kate Ricks handled my file and broke down the wall of bureaucracy efficiently and with a friendly professional ease that made the whole process quick, pleasant and far more financially interesting than I had even heard about before being rejected, due to being an Expat, by other companies and funds previously. So, a great big thank you to Kate and the team at Mather & Murray for such a great experience and beneficial result!

Always a pleasure to work with this company , offering good advice and excellent feedback. I have recommended this company to many other people and all have been most impressed

Rachel was very helpful and knowledgeable with our remortgage. It was very straight forward and we would highly recommend her.

Rachel Hutton was an absolute godsend, helping us through the mortgage process from beginning to end. She answered any queries we had very promptly and was friendly and reassuring. We would highly recommend her and would definitely go back to her in the future. Thank you!

We reached out to Helen Quayle, as she had posted on our local Facebook group she was a Financial Advisor. Helen came and saw us on the 24th January, and our remortgage completed on the 23rd February. Helen listened to our requirements and future goals, and assisted with this. Excellent service, would highly recommend.

Given that businesses were already closing down for the festive period Steve put in great effort to provide the most suitable options for my needs. Would recommend M & M.

The best decision I made was contacting Mather & Murray Financial. I often get overwhelmed with money worries, but Sean Davis made everything so much easier. He supported me through every step, explained things clearly, and was incredibly patient and reassuring. Sean truly went above and beyond, and I can’t thank him enough for his help. I highly recommend Mather & Murray Financial — and if you’re lucky, you’ll get to work with Sean too! 😊

I would like to give a huge thank you to Mather & Murray Financial, for their outstanding support in helping me secure a mortgage. As a 49-year-old single woman following a divorce, with some credit issues, I knew my situation was not straightforward. Sherril in particular was extremely helpful, kind, and patient throughout the whole process. She was also very diligent and professional, taking the time to explain everything clearly and keeping me updated at every stage. She never made me feel judged or rushed and worked hard to find the right option for me. Thanks to Sherril and the team’s dedication and expertise, everything went well in the end and I was able to secure a mortgage. I would highly recommend Mather & Murray Financial to anyone who needs support, especially if their circumstances are a bit more tricky.

Sarah was so helpful with sorting my remortgage, she contacted me in plenty of time to discuss it, find the best options and set it all up, I couldnt be happier to see the amazing level of service continue having used one of their team to arrange my original mortgage, where they were the most helpful and supportive person I spoke to during the course of buying my first home, on my own during the height of the pandemic! I can't recommend highly enough!

I had a meeting with Helen to sort out my pension and to get them all into one pot, she is very lovely to speak to and puts you at ease, she made it really simple to sort (all I had to do was sign the forms) The office is in my town so I can pop in whenever convenient to sign papers or just go over things. I would certainly recommend Helen and the team at Mather & Murray Financial

I've used Sean Davis consistently for the last 5 years and each time he's helped tailor policies around my needs. A+ service as always!

Sean Davis was fantastic to work with and really appreciate him sorting me out! I've already recommended him to others. Amazing service. Thanks mate!

We were put in touch with Mather & Murray to help sort us out with a remortgage & was blessed with the pairing of Rachel Hutton who works there. She was an absolute true professional. Everything she did was explained superbly to us & was always there to support us if we wasn’t sure on anything or had any questions. There was no judgement towards us on our past financial problems and managed to succeed in helping us out magnificently. She is an absolute credit to a great team & we are in the process of using Rachel for more financial advice & support. Would highly recommend this firm.

Needing help to combine my various pension into just one account, I was recommended to, Mather & Murray Financial. My contact there was Steve Archer who guided me though the process, with he's knowledge he helps to provide the right solution for me. I would recommend Steve to anyone needing help with their pension requirements.

I contacted Helen when we finally reached the point of needing to consolidate and clean up our pensions, alongside all the other life admin we’d been avoiding for years. From the very first conversation, she was incredible. Empathetic, non judgemental, and so reassuring. Helen explained everything clearly and patiently, in a way that genuinely made sense to us, without ever making us feel silly or overwhelmed. What felt daunting and heavy suddenly felt very manageable. At a time when we really needed support, she was a lifeline and we’re so grateful for her kindness, and honestly can’t recommend her highly enough.

Outstanding Support and Expert Guidance. I recently contacted Mather & Murray Financial Ltd for help with my retirement planning, and the service has been exceptional from start to finish. My first interaction was with Sue Allden, Customer Support Advisor, who was incredibly helpful, friendly, and responsive. She took the time to understand what I needed and matched me with the right financial adviser, Mike Rice. Mike communicated a subject that’s well outside my comfort zone in clear, straightforward, layman’s terms, which made all the difference. He helped me understand exactly what was needed to turn my retirement plan into a reality rather than just a dream. His expertise, patience, and ability to simplify complex information were invaluable. I’m genuinely grateful for the support I received. I wouldn’t hesitate to recommend Mike to anyone looking for professional, approachable, and trustworthy financial guidance.

Mather and Murray Financial Ltd have been absolutely fantastic when helping us with finding a new mortgage etc. Sarah has been so friendly and explains everything in good detail. I’d highly recommend the company!

⭐️⭐️⭐️⭐️⭐️ Excellent service from start to finish! Kate at Mather & Murray Financial handled both our home mortgage and our new buy-to-let, and the whole process was unbelievably smooth and stress-free. She was informative, professional, and always on hand to answer any questions. Everything went through without a single hiccup, and her support made what could have been a stressful experience completely painless. I would highly recommend Kate and the whole team at Mather & Murray Financial. Outstanding service!

Amazing experience with Rachel for my remortgage! I couldn't have done it without her. The consistency and calmness she brought was incredible and she made the process smooth and stress-free. She goes above and beyond and I am definitely coming back to work with her again in the future if I need to! Thank you Rachel for everything.

Great service from start to finish . Sean very professional and went above and beyond to help finish my remortgage process on time .

Having previously used the services of Mather & Murray, I contacted Steve Murray to combine my three pension pots and to arrange an annuity. Steve gave me clear guidance and good advice. He is knowledgeable, professional and approachable and was always available to explain the process (which proved to be trickier than expected due to one of my pension providers being uncooperative and slow to respond). Anne Hevingham in Customer Support went above and beyond to deal with the delay and was always so helpful and pleasant. I thoroughly recommend Mather & Murray and would have no hesitation in using their services again.

Sarah has been fantastic at dealing with a number of Buy to let Mortgages for me and I can highly recommend Mather & Murray Financial

Received great service from Helen Quayle, she advised me on a good pension option which I accepted, and then kept me regularly updated while excess funds were transferred out of an old employee scheme into a new drawdown product. I can thoroughly recommend Helen and Mather & Murray..

I had multiple private pensions that needed to be gathered together and a plan made. I used the Unbiased website as I have little knowledge of financial advisors in my area (South Wales) the website found a company in Swindon called Mather & Murray. Following a call from them the whole process was explained and that at all times I was in control of what happens. I was teamed up with Steve Archer who I found to be very knowledgeable and helpful. At all times there was absolutely no pressure to stay with them or to make any speedy decisions. I found the whole experience was very pleasant and we ended up with what I consider a good plan for my pensions. They also provide on going support. I would thoroughly recommend this company and Steve Acher.

I’ve had an excellent experience working with Steve Archer at Mather & Murray! Steve provided me with clear, practical, and insightful advice regarding my pension, and I truly feel more confident about my financial future. He is professional, approachable, and genuinely cares about his clients’ best interests. I highly recommend Steve and the team at Mather & Murray to anyone looking for trustworthy financial guidance!

My husband recommended I have a consultation with Steven Archer, to review my pension portfolio. Steven was extremely patience, explaining more in-depth regarding my investments and related risks scores. He helped me appreciate that my old pensions were not working very hard for me and and the benefits of consolidating onto one platform, with a view to reaching my personal goals for retirement. The customer service provided was excellent, following up all my questions, with speedy replies, which gave me the confidence to proceed. Steven understands my reserved nature to risk and continues to give me the extra support I have needed, when asking for further help and assistance. He has been great to work with.

Extremely please please with the speed and clarity of service from Steve and the team.

Sean has been absolutely brilliant with our remortgage. He went the extra mile to make sure we got the very best deal – one I didn’t even think would be possible, but thanks to him we achieved it. The whole process was smooth, quick, and stress-free. Sean is diligent, knowledgeable, and genuinely puts his customers first. I would highly recommend his services to anyone looking to remortgage

Sarah helped us secure our mortgage and supported us through the ups and downs of selling and buying, including when we had to pull out of one sale and switch to another property at the eleventh hour. Sarah and her team kept things on track, explained our options clearly, and made the process a lot less stressful for us. We would not hesitate to recommend Mather and Murray!

I had a phone call with Helen for some financial guidance, and even though I didn’t end up using her services, she was friendly, professional, and generous with her time. She explained things clearly, without pressure, and made sure I understood my options. It was refreshing to speak with someone who genuinely wanted to help, not just make a sale. I’m grateful for her advice and would happily recommend her to anyone seeking honest financial insight.

Sherril, made the remortgaging process so simple and stress-free. She was Professional and knowledgeable, she ensured everything went seamlessly from start to finish. I couldn’t be happier with the service.

I’ve recently retired and needed some assistance with the set up of my pension and various financial advise , I got in touch with Mather & Murray and never looked back , Sherril Moore has been really helpful in setting everything up for me and will call upon in the future and also Sue Allden thanks for your guidance, really good company and I recommend to all , many thanks, John Thresher

At a time of financial uncertainty with potential redundancy, I was recommended the services of Mather & Murray. I had an initial telephone call with Kate, one of their financial advisers, who listened carefully to my situation and asked all the right questions. After providing some information we arranged to meet and she was quickly able to offer options and advice, reassuring me that my finances could be made to work even if I did face job loss. I was able to try different scenarios and retirement ages, and Kate showed me what effect that would have so I could easily make comparisons. We consolidated several of my private pensions and moved them to a single platform. Kate has always been professional, friendly and responsive to my questions, pursuing banks when they've been slow, and kept me informed of progress and changes. I have no hesitation in recommending Mather & Murray for financial advice.

Sarah was amazing in helping me purchase my first property. Very knowledgeable in what she was doing, where as I was not as this was my first experience buying and setting up a mortgage! Sarah did everything for me and she was very patient, explained everything and answered every question and concern I had. Fast emails and replies, and found the best mortgage offer without much time at all. And setting up insurance covers was made easy and simple because of her. I had previously been trying to go through another mortgage broker and company in which they would take weeks to reply, skip any questions I had and were not interested in helping. Sarah was the complete opposite, it was a breath of fresh air and saved a lot of time, stress and cost. I highly recommend Sarah and Mather and Murray financials team, very professional and the best out there. A huge thankyou to Sarah.

Sherril from Mather & Murray helped us get our mortgage as First Time Buyers. She was excellent from start to finish, always available to help and answer questions and really went above and beyond! Would recommend her and Mather & Murray to anyone!

Sarah was incredibly helpful. Very persistent with the solicitors and estate agents during our very difficult purchase. Always very helpful of the phone explaining issues that we couldn’t get our heads around. Would definitely recommend.

We used Mather and Murray, specifically Kate Ricks, to help transfer a pension with a GMP element and purchase and annuity. She was extremely professional and produced quality client reports and advice. The outcome was successful. We would use Kate again and will be referring out friends and family to her for IFA. Excellent service! Great communication!! Personalised Service!

My husband and I have been clients of Mather & Murray since 2022. We've received practical, focused advice tailored to our personal preferences in respect of funds management and we've been impressed by their jargon-free approach and sensitivity to our financial-risk appetites. Recommended!

Sue Allden was great: she put me in touch with Helen Quayle, whom I cannot praise highly enough. I needed help with understanding my UK employment pension (USS), and Helen Quayle did two things that really impressed me: first, she was immensely reassuring, and made it very clear that I did not need to worry; secondly, she went above and beyond in responding to my emails, making time for Zoom calls (I am in the US), and providing trustworthy help about the steps I should take. She was warm and friendly and professional. I trust her completely. She sought information from USS, which resulted in their providing me with that information. I could not have moved forward without Helen's help. When I return to the UK, I will get professional advice from her about managing my finances. She is far and away the best financial advisor I've had.

We were first time buyers and really didn’t know where to start! Sarah was amazing at helping us get the best deals and whenever we needed help or guidance she was able to help. She was always available and very reliable. We were so impressed with Mather & Murray and would 100% recommend and use again!

Sherril was helpful and understood our goal and helped us on our journey. Great service 👏

Steve was very helpful and helped alleviate my doubts and fears. Made the whole process of buying an annuity very clear and easy with easily understood and very clear options.

Sherril was really excellent , gave me some excellent advice and talked me through every step

I found Mather & Murray Financial through the Unbiased website. I had a pension that I needed help with and Stephen did! They are able to offer all types of financial advice and they are authorised by the FCA. Definitely would recommend.

The team at M&M were truly excellent, and I’d highly recommend their services. Special thanks to Sarah, who guided us through our mortgage application with great care and attention, and always responded promptly to our questions.

I used Mather & Murray Financial for my equity release. Had a meeting with Steve and all went from there. I full recamend them first class service from start to finsh. Many thanks to them all. Dave.

Great service for a recent remortgage. No problem to recommend them.

Sherril was a lovely lady. Extremely knowledgeable & informative. Nothing was ever too much trouble, she answered all of my questions/queries; I had a lot too! Sherril was helpful & kept me updated throughout the whole process. I, personally, would highly recommend Sherril, this company to anybody looking for any kind of financial guidance, including pensions. THANK YOU.

I worked with Steven Archer on restructuring my retirement plans and have been thoroughly impressed with all aspects of the advice and communications I have received. from start to end or what is quite a complex area of expertise, Steven demonstrated skill (and patience) while he walked me through the process. Hats off to these guys, I am very happy I found them.

Sherril was a fabulous help resolving what to do with my many pensions from previous employers. also sorted out my life insurance and thankfully told me which I could safely get rid of at a massive saving. I am now covered correctly and for less money!

Kate is great to deal with - always happy to help with questions & queries

The service that Helen provided was in-depth and very informative, I would recommend Mather & Murray to anyone that is looking for financial advice

Great service. Helped greatly when there were delays from the transferring scheme.

Very helpful pleasant and efficient, good advice and Information regarding my pension options and choices.

Mather & Murray have recently helped us to navigate both the purchase of our new home and the sale of our previous one. From the very first consultation with Sarah Searle, it was clear we were in excellent hands. Sarah was extremely thorough and in my opinion went above and beyond to not only find us the best mortgage rates but also guided us every step, explaining the different options and what was most suited to us and our own situation, making what would have been a stressful process feel seamless. Sarah also, arranged our joint life insurance coverage to match our new Mortgage despite a history of cancer and not having been able to find life insurance in the past - we now have joint life insurance, with a young family this is hugely comforting. Sarah's empathy, professionalism, and dedication to our family’s well-being was deeply appreciated. 5* for personalised service, expertise and communication!

Very professional service given from initial appointment with Steve. Well satisfied with pension details, Always kept informed by Sue and would recommend to use Mather & Murray if you need any financial advice.

Having spent some time looking for a financial adviser who could deal with my various pensions I found Mather & Murray, who have been easy to deal with and assigned a local adviser who has been very helpful, efficient and happy to explain in simpler terms the options and outcomes available. The financial models and stress testing he provided gave me the confidence to retire in a somewhat changeable time. The transfers have been easy and I have had regular contact and updates. Thank you.

Good company to deal with. Used them to help me remortgage and they made the entire process extremely easy. The advisor was very knowledgeable and was always available to deal with any questions.

Sherril at M & M has been a huge help to getting on top of things and planning for the future. Always able to explain options and thoughts for consideration really clearly and helping make navigating decisions super straightforward. I wish we'd started speaking with Sherril 10yrs ago. Would highly recommend Sherril and the team at M & M without hesitation. We don't plan to go anywhere else.

Very patient, when the workload would have broken a lesser company. Really earned their fee, and we are a bit embarrassed that it isn't really commensurate with the diligent work that was done.

From start to finish our advisor Jacob Leggett was excellent. His initial briefing and understanding of my requirements for my pension was assured and gave me confidence that I was dealing with an advisor that I felt comfortable with. Throughout, any question and queries were dealt with promptly as were all meetings on time. My pension and investment are up and running and I have been delighted with the service I have received. Many thanks Jacob.

I found every one I spoke to in this firm very polite & helpful. They where all very understanding about my poor hearing, and went on at my pace. That is VERY important to folk of my age. Nice to be treated with understanding. Thank you everyone.

Sarah at Mather and Murray provided a fantastic service! She was there every step of the way to support us and advise us I would Highly recommend

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.

Friendly and efficient service

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

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.

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.

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!

Good experience with clear explanations, no pressure friendly service

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.

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

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

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

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.

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

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.

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

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.

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

Excellent, holistic and personal financial advice. Highly recommended.

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!

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.

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

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!

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.

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.

Kate and her team were fantastic for us, despite frustration with the third party brokers our new lender used, they went out of the way to help around our busy work life

I found Mather & Murray via Martin Lewis Money Saving expert website, so felt confident in using them, So far so good; Jack has been brilliant, very helpful and patient, he would answer and questions and has been more than happy to go over bits I wasn't sure about, and is still helpful when i have question. Would recommend.

We spoke with Rachel and her team - fantastic service - Sherril Moore was our agent and fabulous with advice and always on hand with any questions we needed answers for - we’ll recommend this company for all your financial aspects.

I have received excellent advice and service from Mather & Murray with regards to my private pension. Would recommend using this company.

Really please with the service from Kevin Thomas everything has been dealt with in a very professional manner. I would recommend the services of Kevin and Mather & Murray Financial to anyone looking for pension advise.

Initial enquiries with PensionWise put me in contact with Mather & Murray. Working with Jack at Mather & Murray enabled me to assess my future pension arrangments and make the most of existing pensions to realise capital and reinvest wisely. Jack's knowledge and advice at every stage has been spot on. Proving time and time again to be accurate and highlighting just how knowledgeable Jack is. Making sure the decisions I was taking were financially sound and in my best interests. It has enabled me to pay off my mortgage 9 years early and have confidence that I will be well provisioned in retirement. I would have no hestitation in recommending Jack and Mather & Murray.

Very happy with service provided - Mr Wraithmell was very professional and knowledgeable, providing us with options to consider without any pressure. Definitely recommend using their services

Excellent service from Darren. Expained everthing well and professionaly. Will highly recommend.

Sherril what can I say! A lot off amazing words! She was recommended by my parents who was re mortgaging as she was helping them! She been amazing! She did everything she could do get us the mortgage for our house! And I can’t thank her enough! We move in Monday and get helping me and my partner getting a mortgage at age 21 and 22 for 2 kids means the world to me! Sheril is professional and caring! Thank you so much!

M&M were very professional and helpful in providing advice on the best policy for me and set up the policy with no complications at all - excellent service and would recommend them to anyone wanting financial advice.

Sadly, there are only 5 stars... In actual fact, the service I received from Ms Sherril Moore deserves many more!! Sherril was the most competent, professional and caring Mortgage Broker I have dealt with and her constant support was the only reason my transaction eventually completed just in time!! From the word GO, Sherril understood my circumstances, a lot of it private and personal and was discreet and unjudgmental in her conduct. At times, she even ended up counselling me and for that I will always be grateful to her... she is the main reason I stuck with my protracted purchase which took nearly 10 months and she was always available to me during this time... I called her on various occasions and sometimes with queries outside her remit but she made it her task to get me the answers I needed and was ever so patient. I feel very fortunate to have made her acquaintance and will be using her for all my families future Mortgage needs. Sherril Moore is not only a great Ambassador for her Firm but also a lovely human being.

Darren has been really helpful and clear in the options around my pension. He is very responsive to email questions.

Very happy with the service I received and hassle free will definitely be using them for future transactions.

I would recomend Mather & Murray, I wanted to consolidate my pensions but finding a company I could trust I found very dificult, Kevin from Mather & Murray has now completed this for me succesfully, I had very good comunication him to help me make the correct choices, everything was handled very professionally with plenty of explanations. A very good experiance.

I FOUND THE TEAM AT MATHER & MURRAY WERE EXCELLENT SUE ON THE DESK WAS VERY HELPFUL ALL THE WAY THROUGH THE PROCESS , JACK WRAITHMELL KEPT ME IN TOUCH WITH MY VALUATIONS AND ANY INFORMATION NEEDED TO MOVE THINGS ALONG VERY HAPPY .

Very professional & friendly service from all the staff.

I had a very pleasant experience dealing with this company. Transferring pensions, fully understood my needs and information was very quick and coming and I was constantly updated as the transaction took place. Thankyou

I required some advice regarding pensions, Jacob was very helpful and clear regarding what options was available to me and cost. Kept all appointments made and on time, was very happy to fit around my schedule too. Highly recommend.

Very happy with the service provided! Jack is very helpful, easy to work with and accommodating. We were given options we had never considered before, which is exactly what we were seeking from a financial advisor.

I have been using Mather and Murray for a number of years and have found them to be always available to provide professional advice and support in a friendly manner.

Very helpful and clear with how things work

Our experience of the service (Pension advice) was prompt and professional. We are confident that we were offered the best deal available at the time.

Jack deal with my pension account in a way that I could understand and was very patient explaining my options, excellent service …😁😁

Would thoroughly recommend Mather and Murray for great service , advice and attention to detail

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

Very good service from Martin.

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.

Perfect in every way. Highly recommended.

Very happy with the service and speed that i receivef

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.

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.

Excellent service. I highly recommend this company.

I would recommend to anyone needing financial advice in anyway

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.

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.

I was happy with the service I received and how quickly it was dealt with. Thank you

Excellent service so far .Received a personal recommendation for using Darren Gregory and he has been invaluable in dealing with pension consolidation

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

We had a good and helpful conversation with Laverne A straight forward process in getting the financial arrangements we wanted.

Excellent service, my advisor was extremely knowledgeable and friendly. I hope our future work together is as easy. Thank you

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.

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.

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

Extremely professional,considerate of all circumstances,patient,advise was extremely helpful, would highly recommend and would use again What are you waiting for? Once again thank you all for support

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.

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.

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.

We've been using Joe at Mather and Murray for a few years now and have just completed our second mortgage application with him in addition to some complex pensions advice. Joe secured an excellent fixed rate deal for us just as we were about to move onto a variable rate with our existing lender. As a result he has saved us over £600 per month which makes the fixed advice fee exceptional value for money. I cannot recommend Joe and his firm highly enough.

Martin provided excellent service, would highly recommend

Sherril is a very efficient, patient adviser who went the extra mile with us to explain everything in easy understandable ways. We look forward to many happy years of her advice. Thank you Sherril.

Mather & Murray Financial Ltd are easy to get hold of just at the end of the phone. Friendly, Quick reacting to your needs. A very professional company & totally satisfied with what I needed to invest my savings. Absolutely recommend. Am i satisfied YES!

Very professional and speedy service, highly satisfied with the pension advice and assistance from my personal advisor Jack. I thoroughly recommend his services and of Mather & Murray.

I delt with Jacob and was very pleased with the service he gave. Really nice knowledgeable guy. Thanks 👍

I came to Mather and Murray through Unbiased. I have been very happy with the help I have received working through the pension minefield. They have taken care of everything for me and I feel in very safe hands. Would definitely recommend.

I needed to consolidate multiple workplace pensions into one new pension. Laverne has been amazing through the whole process. She took the time to help educate me on what solutions would be right for my circumstances so that I could make informed decisions. I would definitely be using her again for ongoing financial advice and would recommend her for anyone who wants to improve their financial acumen regarding the decisions they make.

Went everywhere trying to get help and no one would assist me. Mather and Murray/Laverne Picart were excellent. Explained everything clearly and helped an ordinary person understand how to set up a pension.

Excellent and prompt service, always available to help by email or telephone. I have looked at 3 separate providers and believe that which Martin has suggested is the better one, as well being the cheapest for costs as opposed to the actual Mortgage costs.

Very professional team. Handled my pension transfer well. Wouldn't hesitate to recommend to others.

Found them through Unbiased. I wanted advice and help to get the best income from my pension pot. Initial contact and advice with Steve Murray was excellent and friendly. A competitive annuity quote was arranged. Joe Salter then managed the process from there. Communication with Joe was simple and clear throughout. I got the service and advice I was hoping for.

Very good service I recommend them they do a great job.

A really great service. Was constantly kept in the loop with progress of my application, and the advice given was clear and professional. Would highly recommend

Martin sorted my mortgage where others couldn't 👍

Darren Gregory , cannot fault the guy. Fantastic, service always there to provide professional advice followed up in person in super quick time.