Mather and Murray Financial

Independent Financial Adviser 1 Victoria Square, Birmingham, B1 1BD

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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Pensions & retirement

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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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Mortgages

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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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Financial planning

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Wealth management

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Investments

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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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Savings

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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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Insurance & protection

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Critical illness

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Income protection insurance

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Life insurance

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Tax & trust planning

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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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Expatriate finances

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EEA

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Rest of world

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Business

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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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Sharia finance

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Long Term Care

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Long term care

Make an enquiry Request a call back Recommend to a friend

Response rating

8.6/10

phone Show number

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FCA authorised

Last authorised 13th September 2021

Meet our advisers

MR Samuel Mather-Holgate

MR John Stephen Murray

MR Joseph Ricks

MRS Rachel Hine

MR Stuart Andrews

MR 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: 1 Victoria Square, Birmingham, B1 1BD

Service coverage

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Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Special offers

Choose an Unbiased exclusive special offer:

Offers terms

FREE

pension health check

+ £50 off the
cost of advice
FREE

mortgage review

+ £50 off the
cost of advice
FREE

investment health check

+ £50 off the
cost of advice
FREE

financial health check

+ £50 off the
cost of advice

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Compliance

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

Make an enquiry Request a call back Recommend to a friend

Response rating

8.6/10

phone Show number

check

FCA authorised

Last authorised 13th September 2021

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