Mather and Murray Financial

Independent Financial Adviser  Regus, Watling Court, Orbital Plaza, Watling St, Bridgtown, Staffordshire, WS11 0EL
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 review
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Pensions transfer
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Bad credit
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Building your 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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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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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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EEA
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Rest of world
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Sharia finance
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Long term care
Response rating
9.1/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Samuel Mather-Holgate
Director
What our clients say
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
Arranged my mortgage and solicitors, taking the hard work out of the whole exercise. Highly recommended!
Richard, Cambridge
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
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
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
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

Regus, Watling Court, Orbital Plaza, Watling St, Chiswick High Road, Birmingham, WS11 0EL

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.1/10
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FCA authorised
Last authorised 15th January 2020

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