Business Details
12 Years
experience
Independent Financial Advisers in Swindon & Nationwide
Established in 2014 by Samuel Mather-Holgate and Steve Murray, Mather & Murray Financial provides independent financial advice tailored to individual client needs. Our team of experienced advisers operates nationwide, offering holistic financial planning services including mortgages, pensions, protection insurance, wealth management, and estate planning. We utilise advanced technology to ensure transparency and accessibility, with a secure client portal for real-time policy updates and direct communication with advisers.Our commitment to impartiality ensures clients receive solutions from the entire market, not tied to any single provider. With regional offices across the UK and flexible appointment optionsincluding home visits and virtual consultationswe prioritise convenience without compromising expertise. Our client-centric approach focuses on long-term relationships, regular reviews, and adapting strategies to evolving personal circumstances.
Services
Mortgage Advice
Pension Planning
Protection Insurance
Wealth Management
Estate Planning
Equity Release
Investment Strategies
Retirement Solutions
Details
- Year established: 2014
Highlights and features
- We offer fully independent financial advice with no ties to specific providers
- Our comprehensive lifetime planning covers mortgages, pensions, and estate planning
- Accessible advice for clients of all financial backgrounds
- Secure client portal with live policy updates and direct adviser messaging
- Nationwide coverage with regional offices and virtual consultation options
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Knowledgeable advisers
Excellent communication
Stress-free process
Personalised solutions
Prompt responses
Services
Mortgage Advice
Our independent mortgage advisers help clients find suitable residential and buy-to-let mortgages. We compare options across the entire market to secure competitive rates. Advisers assist with first-time purchases, remortgaging, and complex cases including adverse credit histories. The service includes application support, documentation guidance, and ongoing mortgage management advice.
Pension Planning
We offer comprehensive pension advice covering workplace schemes, personal pensions, and self-invested personal pensions (SIPPs). Services include pension consolidation, drawdown strategies, and defined benefit transfer assessments. Advisers help clients optimise retirement income while considering tax efficiency and individual risk profiles across Swindon and nationwide.
Wealth Management
Our wealth management service focuses on growing and protecting client assets through diversified investment strategies. Advisers create tailored portfolios aligned with financial goals and risk tolerance. The service includes regular portfolio reviews, tax-efficient investing, and ESG (Environmental, Social, Governance) investment options for clients seeking long-term wealth preservation.
Protection Insurance
We provide life insurance, critical illness cover, and income protection policies to safeguard clients against unforeseen circumstances. Advisers assess individual needs to recommend appropriate coverage levels and policy types. The service includes policy reviews, claims assistance, and guidance on integrating protection with overall financial plans.
Estate Planning
Our estate planning service helps clients organise their assets for efficient transfer to beneficiaries. We advise on will creation, lasting power of attorney, and inheritance tax mitigation strategies. Advisers work with legal professionals to ensure comprehensive estate arrangements that reflect clients' wishes and legal requirements.
People
Steve Archer
Financial Adviser
With over 15 years' experience, Steve specialises in pension consolidation and retirement planning. He helps clients navigate complex transfers and create sustainable income strategies while maintaining clear communication throughout the process.
Helen Quayle
Pension Specialist
Helen focuses on UK employment pensions and expatriate financial solutions. Her expertise includes USS scheme navigation and cross-border pension transfers, providing reassurance through detailed explanations and proactive client support.
Sherril Moore
Mortgage Consultant
Specialising in first-time buyer mortgages and complex property transactions, Sherril offers practical guidance through challenging purchases. She excels at finding solutions for difficult cases while maintaining transparent communication throughout the process.
Kate Ricks
Financial Planner
Kate assists clients with pension transfers and annuity solutions, particularly for expatriates. Her approach combines thorough research with clear explanations to help clients overcome bureaucratic challenges in international financial arrangements.
Sarah Searle
Mortgage Broker
Sarah supports first-time buyers and property movers, specialising in complex transactions requiring life insurance integration. Her patient approach helps clients navigate challenging mortgage applications with confidence and clarity.
Questions
What financial services do you offer?
We provide independent advice on mortgages, pensions, protection insurance, wealth management, equity release, and estate planning. Our services cover all stages of financial planning.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA number 696226), ensuring compliance with strict industry standards.
How do you tailor financial advice to individual needs?
We conduct comprehensive assessments of your circumstances, goals, and risk tolerance to create customised financial strategies that evolve with your life changes.
Can I access my financial information online?
Yes, our secure client portal provides real-time access to policy details, investment performance, and direct messaging with your assigned adviser.
Do you offer virtual consultations?
We provide flexible appointment options including face-to-face meetings, home visits, and secure online consultations for clients across the UK.
