Financial Advisers (Independent) in Alton (Hampshire)
6 Oriel Court
Omega Park
Alton
Hampshire
GU34 2YT
Monday to Friday: 9am - 5pm
Saturday to Sunday: Closed
We help private clients strengthen their financial position and enjoy better investment returns through far-reaching professional services.
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.
Murdoch Asset Management was founded in 1991 to match our clients' financial needs with the best possible investment managers.
With £600 million under management across Investment portfolios, ISAs, Investment Bonds, Pensions and Trust funds, we are small enough to care, but large enough to drive a hard bargain for our clients.
Our first-rate expertise along with warm, personal relationships make a tangible and lasting difference for our clients. Alongside individual qualifications, we are accredited Corporate Chartered Financial Planners. This 'gold standard' company accreditation, which is held by only 6% of financial planning businesses in the UK, gives you complete assurance that our services and practices are always first class.
We aim to maximise our clients' returns by implementing a clearly thought out and carefully balanced portfolio that fits perfectly with personal needs as well as appetite for risk. We ensure that investments are with funds that have the best managers, monitor every investment meticulously and keep our clients well informed.
Whether you are planning ahead, about to retire or already retired, our very thorough way of doing things can make a big difference to your financial prospects. We'll review your current situation, explain where changes can be made for the better and implement a carefully considered strategy. We then keep everything under extremely close watch and take timely action to ensure that you are always with the best performing pension funds.
With state help ever diminishing and care fees constantly rising, finding ways to fund long term care can be a significant challenge. Working thoughtfully with clients and their families or attorneys/appointed deputies, we look at the current financial picture and assess all the options. We then prepare a sound plan for meeting the fees whilst safeguarding as much money as for future generations, and once agreed, we put it into effect.
We help private clients strengthen their financial position and enjoy better investment returns through far-reaching professional services that are a rarity within a single company.
Our first-rate expertise along with warm, personal relationships make a tangible and lasting difference for our clients.
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.
Murdoch Asset Management was founded in 1991 to match our clients' financial needs with the best possible investment managers.
Our Investment Committee, backed up by FE Analytics and four full-time analysts, steers the Investment Monitoring Service available to all our clients, with the aim of achieving above average investment returns over the long-term.
With over £600 million under management across Investment portfolios, ISAs, Investment Bonds, Pensions and Trust funds, we are small enough to care, but large enough to drive a hard bargain for our clients.
1991
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We aim to maximise our clients' returns by implementing a clearly thought out and carefully balanced portfolio that fits perfectly with personal needs as well as appetite for risk.
Through careful planning, astute combinations of trust types and sound investment, we can help you protect your assets from inheritance tax whilst retaining control and a degree of access to your money.
I have been a customer of Murdoch Asset Management for many years. Over this time I cannot fault their service - they are responsive, professional and always give personal and appropriate advice. Our savings/investments have consistently been ahead of the curve and we have seen our money grow.
Client
A very professional company with a thorough and efficient approach to investing. I have had Murdoch manage our personal investments for many years and their service, attention to detail and communication has been superb. Their methods of selecting the fund based on the fund manager and not just the fund's past performance makes total sense and has proved successful in delivering above average returns. If you are considering changing your IFA and/or are unhappy with the returns you have been getting, it is worth listening to their presentation on how they work and the strategies they employ.
Client
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