Mather & Murray Financial is an independent financial planning firm located in Swindon. Directed by Samuel Mather-Holgate and Steve Murray, they employ state-of-the-art technology and services to deliver top-notch advice to their clients. Committed to the belief that everyone should have access to quality advice, they provide independent financial advice and craft lifetime financial plans to secure the best possible future for clients and their families. Mather & Murray Financial strives to help clients achieve their financial goals by offering comprehensive investment solutions and ongoing service. Utilizing cutting-edge technology and services, they ensure clients receive the best advice, fair treatment, and excellent service from their advisers. Through the client portal, clients can access real-time data and policy information, securely message their adviser, and receive prompt responses. For those in Swindon or nearby areas, contacting an independent financial adviser or scheduling a local appointment is just a call away.
UNIQUE FACTS:
• Nationwide Appointments.
• Online Appointments.
• On-site Services.
• Independent Financial Advisers.
• Advise On The Right Insurance For You.
Best Financial Services in Swindon
Expert recommended Top 3 Financial Services in Swindon, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
We have a strict “No Pay to Play” policy.
MATHER & MURRAY FINANCIAL REVIEWS
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.
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 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.
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Anderson Wealth Management Ltd is a family-run Financial Planning Practice that operates independently. With over 35 years of combined experience in managing intricate financial matters, the firm's success is built on three core principles: integrity, professionalism, and impartiality, coupled with a creative approach to financial planning and a commitment to bespoke client service. Specializing in Financial Planning, Insurance, and Mortgage Advice, Joe Anderson serves as a director at Anderson Wealth Management Ltd. Providing independent financial planning services to private individuals, families, and business owners, the firm prioritizes offering high-quality assistance and building long-term relationships with clients. Their financial planners work towards helping clients achieve their financial requirements and objectives, focusing on personalized and professional service. Putting the client's best interests at the forefront of their operations, they offer protection solutions catering to various business types, including Sole Traders, Limited Companies, Partnerships, or LLPs. Anderson Wealth Management Ltd's clients consist of private individuals and business owners who recognize the value of seeking professional advice to navigate complex financial matters.
UNIQUE FACTS:
• Initial Consultation/discovery Meeting.
• Online Appointments.
• On-site Services.
• Ongoing Review Service.
• Online Meeting With Your Adviser.
• Family Run & Independent Financial Advisory.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ANDERSON WEALTH MANAGEMENT LTD REVIEWS
We've had excellent service for a number of years, and are happy to continue recommending Anderson Wealth Management to others. We receive regular updates, and their online platform is straightforward to access. Joe has always been quick to respond to any telephone calls or emails, and has the ability to give explanations in simple terms when necessary, which we found particularly helpful as new investors. We feel able to trust the advice that John and Joe have given, and value their friendly, professional approach.
John and his team were responsive, friendly and always made us feel looked after. We ended up getting a mortgage that worked for us and enabled us to get ourselves on to the property ladder as first time buyers. I’d recommend Anderson’s Wealth Management to my family and friends and I look forward to working with them again.
Anderson Wealth are amazing, nothing is too much for them, friendly, honest, trustworthy, I thoroughly recommend them, thanks so much for all your help.
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Future Planning is an independent financial planner and mortgage adviser, with Sanjay Badhan as the Managing Director. The firm boasts a friendly and welcoming team of financial experts dedicated to helping you achieve your desired future. This knowledgeable team aims to give you confidence and peace of mind for a brighter and happier future. By taking the time to understand your priorities, current situation, and future goals, they tailor their approach to meet your specific needs. Their friendly team at Future Planning values close collaboration with their clients. With investments in new offices, technology, and personnel, they commit to providing ongoing support for many years. Adopting a holistic perspective, their experts identify suitable financial solutions to guide you toward your desired outcomes. They craft a comprehensive financial plan designed to help you shape the future you envision, supporting you throughout your lifetime to ensure you and the plan stay on course. The firm offers transparent fixed fees, which are thoroughly explained and agreed upon from the outset.
UNIQUE FACTS:
• Friendly and Knowledgeable Team.
• Fees are Fair & Transparent.
• Independent Financial Planners.
• Provide Right Financial Solutions.
Speciality:
Contact:
Working Hours:
Sat: 9am - 3:30pm
Sun: Closed
TBR® Inspection Report:
FUTURE PLANNING REVIEWS
They are very patient, trustworthy and knowledgeable. I have received advice on investments, pensions and retiring, wills and trust planning over the years. I like their approach because they do not force anything or rush, or have a sales approach like I have experienced many times before with other IFAs and I feel valued. I have been with them for almost ten years and rely heavily on Sanjay and the team to make sure that I can enjoy my retirement as much as possible by managing my money well for me. The returns have been quite exceptional considering that I am very cautious and have allowed me to do much more than I thought I would have done, and more importantly never worry about money. Here is to at least another ten years of enjoying retirement with my health permitting!
I was planning for exiting my business and wishing for a difference of opinion from advice received with current advisers, as not sure I was receiving value for money. Sanjay was fully independent, a breath of fresh air and took into account my goals in life, not just how much money I had. He approached things from a way in which I was not expecting (a really good thing) and helped me realise the important things in life.
Trustworthy advisers, friendly and knowledgeable. Take into account my disabilities and always make time for me.
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