Murdoch Asset Management

Murdoch Asset Management

Financial Services

Alton, Hampshire 1,193 followers

| Financial Planners | FT Top 100 Adviser 2022 and 2023

About us

Murdoch Asset Management is a large regional IFA, currently managing in excess of £700 million of assets for our private client base. Founded in 1991, we are a highly profitable business, with a strong balance sheet. Recently awarded 'Best Investment Management Solutions UK 2021' by CFI.co We provide both astute investment management and comprehensive financial advice and planning. Our financial planners provide an unusually personal relationship with their clients and are supported by a first class administration team, in house investment department and technical planning unit. The firm has been awarded Chartered Financial Planner status. Our focus is on selecting and monitoring specialist investment managers for our clients with the aim of providing above average investment returns, commensurate with the risk they are prepared to take. The majority of our clients are retired and welcome our low key, empathic approach and high level of technical expertise. We primarily help clients plan in the areas of investment, pension, taxation and trusts.

Industry
Financial Services
Company size
51-200 employees
Headquarters
Alton, Hampshire
Type
Privately Held
Founded
1991
Specialties
Financial Advice, Pensions Advice, Inheritance tax advice, Investment Management, Wealth Management, Personal Tax Planing, SIPP Advice, Long Term Care Fees Planning, Estate Planning, Asset Management, Financial Planning, Retirement Planning, Investment Advice, and Later Life Planning

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Employees at Murdoch Asset Management

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