Murdoch Asset Management Limited

Independent Financial Adviser  6 Oriel Cout, Hampshire, England, GU34 2YT
First meeting at adviser's own cost
From wise selection of investment products and proactive investment management to careful tax, estate and future needs planning and implementation, we’ll help you gain the most, save the most and make the most of everything you have worked hard for.
We can advise you on
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Annuity purchase
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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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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 23rd November 2020
Meet our advisers
Christopher Birch APFS
Director

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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 portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Accreditations
Chartered Financial Planner
Derek White APFS
Director

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

Accreditations
Chartered Financial Planner
Tony Dunne APFS
Director

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

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

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.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This qualification assessed a knowledge and understanding of portfolio investment management.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

Accreditations
Care advice standard Chartered Financial Planner Later Life Accredited Adviser
About us

Jim Murdoch founded Murdoch Asset Management in 1991 to help private investors improve their financial position and achieve better investment returns through a rare combination of first class professional services.

As Chartered Financial Planners, we are amongst 6% of firms who have attained the highest level qualifications and meet rigorous capability criteria.

Attend one of our no charge, no obligation "Inheritance Tax and Investment Strategy" seminars.

Visit our website <url hidden> for details of forthcoming venues and dates.

We are supported by three full time investment analysts, and six financial planners equipped with the expertise, experience and information systems needed for their research. References and testimonials are available to anyone interested in our services.

Our services

Independent specialists in Inheritance Tax Planning and Private Wealth Management; Murdoch Asset Management was founded in 1991 and now manages in excess of £450m of client’s money. Those approaching, or in retirement, who want to weed out poor investments, save tax, increase income or simplify their affairs, should attend our no charge, no obligation "Inheritance Tax and Investment Strategy" seminars. Visit our website for details of forthcoming venues and dates. We have nine full time analysts and planners, equipped with the expertise and information systems needed for their research. References and testimonials are available to anyone interested in our services.

Where to find us
Head office address: 6 Oriel Cout, Omega Park, Alton, Hampshire, England, GU34 2YT
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
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
7.0/10
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FCA authorised
Last authorised 23rd November 2020

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