Mather and Murray Financial

Independent Financial Adviser  36 Commercial Road, Swindon, Wiltshire, SN1 5NS
First meeting at adviser's own cost
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Samuel Mather-Holgate
IFA

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Joseph Ricks
IFA

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

John Stephen Murray
IFA
Rachel Hine
Stuart Andrews
Ali Sadat
What our clients say
I have utilised Mather and Murray Financial Services on numerous occasions and have always found they have given me prompt, clear and constructive advice. They are extremely professional and I would highly recommend their services.
Mandi, Cirencester
Could not ask for a better service. Answered every question I had ( lot for a fist time buyer ) friendly and never left waiting around for answers. Highly recommend to anyone needing financial advice in anyway.
Matt, Cheltenham
While navigating the daunting mortgage market on my own post divorce - I could not have felt better taken care of than I did by Sam, the advice I was given, and the assistance during the application process - was invaluable - thank you so much for helping me through what could have been a far more stressful time - I can't recommend highly enough
Claire, Swindon
Arranged my mortgage and solicitors, taking the hard work out of the whole exercise. Highly recommended!
Richard, Cambridge
Mather and Murray Financial helped me set up a new pension and reviewed my old ones. I didn't realise how much these were costing me until they explained their really clear analysis.
Tara Cozens, Swindon
About us

Mather and Murray Financial believe all customers should be able to access quality advice no matter what their circumstances.

We use state of the art technology and services to provide our clients with the best possible advice, treat our customers fairly and provide the best possible service from your adviser. You can access your information and up to date policy information live via our client portal and message your adviser securely and expect a prompt response.

We provide truly holistic independent financial advice and create a lifetime financial plan to secure the best possible future for you and your family.

From pensions and investment advice to mortgage, protection and equity release. We also provider corporate clients with business investment and insurance services.

Our services

We use state of the art technology and services to provide our clients with the best possible advice, treat our customers fairly and provide the best possible service from your adviser. You can access your information and up to date policy information live via our client portal and message your adviser securely and expect a prompt response.

We provide truly holistic independent financial advice and create a lifetime financial plan to secure the best possible future for you and your family.

Where to find us
Head office address: 36 Commercial Road, Wiltshire, Swindon, SN1 5NS
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.3/10
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FCA authorised
Last authorised 19th October 2020

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