Murdoch Asset Management Limited

Independent Financial Adviser 6 Oriel Cout, Omega Park, Alton, Hampshire, England, GU34 2YT
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
15th July 2019
Attend our Investment and Inheritance Tax seminars, you will find them engaging, informative and a valuable use of your time.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Tony Dunne APFS
Director
Accreditations
Later Life Accredited Adviser Chartered Financial Planner Care advice standard
Derek White APFS
Director
Accreditations
Chartered Financial Planner
Christopher Birch APFS
Director
Accreditations
Chartered Financial Planner
Where to find us

6 Oriel Cout, Omega Park, Alton, Hampshire, England, GU34 2YT

Make an enquiry
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 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.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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