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BEST RATED SWINDON, UK FINANCIAL SERVICES

3 Best Financial Services in Swindon, UK

Expert-recommended Top 3 Financial Services in Swindon, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Mather & Murray Financial Ltd
Mather & Murray Financial Ltd
Mather & Murray Financial Ltd
Swindon financial services Mather & Murray Financial Ltd video
5+ YEARS IN TBR
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MATHER & MURRAY FINANCIAL LTD

(4.8 Score)
The Old Police Station, 91 High Street, Swindon SN6 6DF, UK Directions

Since 2015

Speciality:

✓ Pensions ✓ Protection ✓ Wealth ✓ Mortgages ✓ Equity Release ✓ Wills and Trusts ✓ Employer Services ✓ Business Protection ✓ Auto-Enrolment and Company Pensions and Group Policies

“Mather & Murray Financial Ltd was established by Samuel Mather-Holgate and Steve Murray. With their financial advisory head office based in Swindon, they believe clients should have access to quality advice regardless of their circumstances. The firm offers holistic, independent financial advice and creates comprehensive financial plans to secure the best future for clients and their families. Utilising state-of-the-art technology, they deliver top-tier advice and service. Clients can access up-to-date policy information live via their client portal. Mather & Murray provides quality advice, investment solutions, and ongoing service to help achieve financial goals.

2025 Update: Mather & Murray Financial Ltd is authorised and regulated by the Financial Conduct Authority.”

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Registration 09444322

Contact:

01793 261 626

Mon-Thu: 9am - 5pm
Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Anderson Wealth Management Ltd
Anderson Wealth Management Ltd
Anderson Wealth Management Ltd
5+ YEARS IN TBR
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ANDERSON WEALTH MANAGEMENT LTD

(4.8 Score)
Suite I First Floor, Market House Business Centre, 1-2 Marlborough Road, Old Town, Swindon SN3 1QY, UK Directions

Since 2012

Speciality:

✓ Savings ✓ Will Writing ✓ Retirement and Inheritance Tax Planning ✓ Personal or Family Protection ✓ Business Protection ✓ Home Insurance for Your Buildings and Contents ✓ Landlord’s Insurance ✓ Mortgage Payment Protection ✓ Accident ✓ Sickness or Unemployment Cover ✓ Mortgages

“Anderson Wealth Management Ltd is a family-run company that has been running for over 25 years. They help countless people own homes and set themselves up for the future, earning a reputation for reliability and trust. They are proud to do things differently by putting people at the heart of everything they do – plus, they don't charge fees, ensuring their services are accessible to all. Whether you're planning for retirement, investing in your future, or managing your wealth, their experienced financial planners are dedicated to helping you achieve your financial requirements and objectives. Anderson Wealth Management Ltd also offers personalised advice tailored to each client's unique situation, ensuring a comprehensive and thoughtful approach to financial security.

2025 Update: They have over 40 years of collective experience in this field.”

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Registration 08318838

Contact:

01793 741441

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Future Planning
Future Planning
Future Planning
Swindon financial services Future Planning video
3+ YEARS IN TBR
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FUTURE PLANNING

(4.8 Score)
89 Commercial Road, Swindon SN1 5PD, UK Directions

Since 2015

Speciality:

✓ Financial Planning ✓ Mortgages ✓ Facing Redundancy ✓ Growing or Receiving Wealth ✓ Recently Divorced ✓ Approaching Retirement

“Future Planning is led by founder Sanjay. Future Planning works closely with clients to make smarter money decisions and plan for a more rewarding future. They are dedicated to helping clients achieve their goals and maximize the efficiency of their financial resources. Whether employed, self-employed, or a director, they can help you understand and plan for your financial future, regardless of how close retirement is. Their friendly, knowledgeable team provides guidance for a brighter, more secure future. Based in Wiltshire, they serve clients across the UK and overseas.

2025 Update: They are totally independent and they offer fixed fees.”

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Registration 09566818

Contact:

01793 575553

Mon-Fri: 9am - 5:30pm
Sat: 9am - 3:30pm
Sun: Closed

TBR® Inspection Report:

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MATHER & MURRAY FINANCIAL LTD REVIEWS

Darren Gregory was recommended to me by a business partner. Darren has an excellent knowledge of finance and helped me make some significant financial and pension planning decisions including streamlining my pension investments. He explained the details of the mechanics and planed out a tailored retirement trajectory. I have been very pleased with the performance of my pension portfolio since moving to Darren in 2021 where he combined all my funds and invested them into one of the funds he proposed with one of the top fund providers. I’m very impressed with his knowledge of the pension system and investments side of things. I’m fairly financially savvy so I understand the depth of Darren’s knowledge of the investment market. He has an excellent understanding. Exactly what I needed, a coach to advise me on investing for this specialist area of pensions. From my experience, I have no hesitation in recommending Darren as an Independent Financial Advisor who will genuinely help you sort out your finances with an eye on all of the investment option decisions and helping you with a great friendly business manner and very professional approach which makes you feel at ease with no hard sell pressure sales tactics. This was also a very important factor for me! He takes the time to decide and develop a strategy that suits you best and has made me money in a tax efficient way and will manage my pension drawdowns too when that day comes.

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.

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.

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ANDERSON WEALTH MANAGEMENT LTD REVIEWS

Highly recommend the team at Anderson Wealth Management! Stuart, Emma and Syrena were very helpful and patient throughout the year-long house purchasing process with great knowledge and quick responses to all emails and calls. I strongly encourage first-time buyers to use AWM for fair and honest mortgage services and avoid being pressured by estate agents to use their expensive mortgage brokers.

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.

We have used Anderson Wealth Management for a number of years now for various services, particularly mortgages and pension. The service has always been excellent and the team are very responsive whenever needed. I would strongly recommend them to anyone looking for straightforward, transparent advice and support on financial matters.

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.

TBR® Inspection Score Report

MATHER & MURRAY FINANCIAL LTD Total Inspection Points: 116/120
Experience: 8
Business Hours: 9
Complete Info: 9
Acknowledgements: 10
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Service Diversification: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ANDERSON WEALTH MANAGEMENT LTD Total Inspection Points: 115/120
Experience: 8
Business Hours: 9
Complete Info: 9
Social Media: 9
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Page Maintenance: 10
Service Diversification: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

FUTURE PLANNING Total Inspection Points: 114/120
Experience: 8
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Reviews Study: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Page Maintenance: 10
Service Diversification: 10
Social Media: 10
Website Source: 10
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