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Google Rating

4.9

Based on 259 reviews

Mather & Murray Financial

4.9

Barrie Hamilton

16:09 15 Jun 26

Excellent service from Sean and the team. Very professional, friendly and helpful. Sean ensured the transactions went through smoothly to its conclusion. We would highly recommend them to others and will use them again if the need arises. Thank you to all

Blair Marriott

09:52 14 Jun 26

I am very happy with the service of Mather and Murray for obtaining my pension and specially with the help from Kate Ricks. Very professional, done everything on time and cooperated.

David Connor

08:20 13 Jun 26

Sean Davis guided us through our process in a measured and very professional manner. There was no hard sell, very transparent and honest throughout and he communicated with us regularly throughout the process. I would not only recommend Mather and Murray but we will be using them again in the future.

Mollie Potts

11:59 11 Jun 26

We used Sean to assist us in selling our 1st property and ending that mortgage and then buying our new home, finding the best mortgage to suit us and then setting everything up. Along with improving our life insurance, critical illness and income cover.From start to finish Sean was brilliant and a great help with everything and anything. When the process got delayed or obstacles came up he was always on hand to help, check in or make recommendations.We would highly recommend Mather and Murray and Sean and his expertise

Dave Wallis

15:55 09 Jun 26

I was put in touch with Mather & Murray from unbiased.co.uk as I felt in need of advice in selecting an annuity - I thought I knew what I was looking for, but since the decision is final and irreversible, it seemed like a good idea to get professional advice if only for a second opinion. Mather & Murray contacted me the same day - and assigned Kate Ricks as my advisor - from day one the service provided was excellent, answered all my questions, and guided me to the right decision - explanations were always available even on the trivia, - no question too daft!. Genuinely professional, reassuring and brilliant service 10/10 - Thanks Kate

Caroline M

12:30 04 Jun 26

Fantastic experience from start to finish! Rachel H was exceptionally efficient, highly professional and always one step ahead. She answered all our questions instantly and kept us updated at every single stage of the application. If you want a smooth, fast, and hassle-free mortgage process, look no further!

Paul Cooper

11:38 04 Jun 26

Arranged a new mortgage for use, a relatively painless experience. Thanks

Amy Roberts

10:27 04 Jun 26

Kate has been absolutely fantastic in helping my dad with his pensions. She took the time to explain everything clearly and made what can often feel like a complicated process much easier to understand.Her knowledge, professionalism, and patience have been invaluable, and she has always been approachable and willing to answer any questions. Most importantly, she has given my dad confidence and peace of mind about his financial future.I would highly recommend Kate to anyone looking for a trustworthy, knowledgeable, and genuinely caring financial advisor. Thank you for all your help and support.

robert hayward

15:36 02 Jun 26

Very professional friendly service would highly recommend them for there helpful service

Charlotte Townsend

21:24 27 May 26

Sarah has been wonderful to work with. Incredibly helpful and no question was silly (and I had a lot of them!). She went over and beyond. We've attempted to use Sarah multiple times over the years when searching and pulling out of properties, and she was always so patient until we finally found the one for us. Sarah is friendly, professional and makes things super easy so we didn't have to worry about a thing relating to our mortgage. Would definitely recommend!

Adrian Bradfield

09:58 22 May 26

Kate did a great job in setting up the release of my pension pot.Kate was informative and very professional and I would not hesitate to recommend this company!With thanksAdrian

Nic Suica

10:54 21 May 26

Finding a mortgage can be stressful, but working with Mather & Murray Financial made it remarkably smooth. Sherril was an absolute pleasure to work with, professional, patient, and always available to answer our questions.She guided us through every stage with clarity and expertise, and we ended up with a great deal. We're grateful for her help and wouldn't hesitate to recommend them to anyone in the market for a mortgage.

luis inacio

16:54 10 May 26

Joe Gale st george

11:36 10 May 26

Fantastic service, Rachel from mather & Murray helped us all the way, let us know what was possible in terms of mortgage, explained process, sorted life insurance policies for us, even formally complained toInsurance company on our behalf for Delay in starting policies. She was on hand to answer questions, no question was a silly one. Response to emails was always swift and was kind to let us know when there would be a Delay due to being out of the office, but had someone look after our case while she was away. Used Rachel on two occasions before and really felt like she held our hand as always and is as excited as we were on completion of house purchase. Will definitely be using Rachel and Mather and Murray for our future needs, professional with a personal touch. Thankyou

David Austin

12:25 08 May 26

Thank you to Mather and Murray for unravelling a pension impasse.All team that I was involved with were responsive, gave sound advice and did so at a customized payment rate due to where the funds were and where I live.I would highly recommend this company for those needing financial advice of any kind, not just pension pot decisions.

Andrew Norton

11:43 07 May 26

Clive Street

18:12 24 Apr 26

I received pension advice from Steve Murray when my fund with Aviva became available to me. Steve was friendly and approachable and I was able to follow his recommendations easily. I purchased an annuity through Mather & Murray and would recommend them to anyone seeking financial advice.

marlene reading

17:56 19 Apr 26

Late in 2025 I began exploring the possibility of releasing capital from my property through Equity Release. I had downsized in 2021 into a property that has needed a lot of improvements, so has incurred loads of unavoidable expenses. I submitted an application to a well-known firm, but following the survey, it was rejected due to the percentage of single skin construction of the kitchen extension, which placed it out of their acceptable criteria. I hadn't foreseen such a complication. Fortunately, their financial advisor suggested that I contact Unbiased online, which I did, and they put me in touch wih Mather & Murray Financial. They appointed Rachel Hurron as my financial advisor. In our initial telephone conversation, I explained my previous difficulty, and she said she would pursue the potential options for me. It wasn't long before she ferreted out LiveMore, whose criteria was more flexible, but it would require both the minimum amount to be borrowed and the interest rate to be higher at a higher rate.I was relieved to hear that there was an option available. Their minimum loan requirement has actually been more sensible for my objectives. I have mentioned all this to encourage anyone who encounters any similar difficulties to not give up the search,Rachel, my advisor, has been an absolute star. She came to the house for some initial discussions regarding ER, which I was already fairly familiar with. She recorded all the information needed for my application, discussed my objectives, made suggestions and explained anything needing clarification. In addition, the home visit was also important, so that in viewing the property, she'd be better able to support my application with LiveMore. Subsequently, all our contacts have been online, and all documents were accessible for printing. I found her very professional, fully versed in all the perameters of the ER scenario, efficient and obviously enjoys her work. She is personable, communicative and always responded to my emails in good time. She was able to put me in touch with Equilaw, who arranged for a surveyor and handled all the legalities. Once the surveyor's report was favourable received, everything proceeded smoothly to completion. I owe a great deal of thanks to Rachel for facilitating everything from start to finish. She is a great asset to Mather and Murray Financial, a firm I have no hesitation in recommending to anyone requiring professional financial services. MRR

Martin White

06:18 15 Apr 26

Very thorough explanation of how to use your money for you and your future. Really felt as though Steve was listening to what we wanted for ourselves and came up with a plan to match. Very happy with the advice and would highly recommend.

Oluwakemi Salami

10:29 13 Apr 26

I cannot recommend Sean Davis highly enough. From start to finish, he went above and beyond to make what can often be a stressful and complicated process feel smooth and manageable.Sean was incredibly patient throughout my entire mortgage journey. No question was ever too small, and he took the time to clearly explain every single step along the way. His ability to break things down into simple, understandable terms made a huge difference and gave me real confidence in the decisions I was making.What truly stood out was his kindness and genuine commitment to helping me succeed. He never rushed the process and always made sure I felt comfortable and informed. It was clear from the beginning that he truly cared and fully understood what I needed.Thanks to Sean, the whole experience felt seamless and far less overwhelming than I expected. His professionalism, patience, and dedication are second to none.If you’re looking for a mortgage broker who will go the extra mile and genuinely look after you, I would absolutely recommend Sean Davis. Fantastic job all around.

Ian Minton

15:53 09 Apr 26

We have been working with Rachal Hutton for several years as my mortgage adviser, Now Rachal has joined Mather & Murray Financial she now helps on our retirement advise to great effect.Rachal is a great attribute to Mather & Murray team and can only enhance there services, we look forward to a continuous working relationship with all parties involved.we couldn't ask for a better service from the friendliest and most helpful financial team to which we can't recommend highly enough.

maria inacio

11:10 08 Apr 26

Rachel did an excellent job.She is professional,helpful and efficient.I highly recommend her

karen twomey

16:15 02 Apr 26

Mike Rice has been superb at navigating me through my pension options. Very supportive with great expert advice in what can be a complex process. It is a learning curve so time is needed as what you initially feel is the right approach, changes as you reflect. Mike is on hand to answer questions & provide options, with the pros and cons to reach the best solution based on your personal circumstances.

Evelyn Appiah

16:02 02 Apr 26

Sean was very helpful and patient throughout the process. Kept me updated regularly👍He worked hard to get us the good deals.

James Harris

20:21 23 Mar 26

We’ve used Rachel a couple of times before and was a no brainer to use her again, she’s very informative and keeps you updated with on progress. We wanted to release someone’s but was worried about the impact of monthly cost, however Rachel was able to give us options and reassure us.Will be using Rachel again when our mortgage is up again

Jules

16:39 22 Mar 26

As an Expat, I was experiencing unreasonably difficult obstacles to overcome in the quest to start receiving my personal pension fund. 'Moneyhelper' and 'Pensionwise' were quite frankly just frustrating! Ok, they give you some good advice to avoid scams etc but when it comes to actually finding a company that will accept to pay an Expat an annuity you consistently run into the following caveat, "I'm sorry but we are only allowed to give you impartial advice." This gets you nowhere and when you start contacting companies for yourself you run into an impenetrable wall of, ' We don't provide annuities to Expats.' Well great! So, thankfully Mather & Murray managed to find me in the maze inquiries I'd left behind. After some initial background checks, I was quickly assured that I could trust the company and I'm so pleased that I did.Kate Ricks handled my file and broke down the wall of bureaucracy efficiently and with a friendly professional ease that made the whole process quick, pleasant and far more financially interesting than I had even heard about before being rejected, due to being an Expat, by other companies and funds previously.So, a great big thank you to Kate and the team at Mather & Murray for such a great experience and beneficial result!

Steve Sutcliffe

09:20 21 Mar 26

Always a pleasure to work with this company , offering good advice and excellent feedback. I have recommended this company to many other people and all have been most impressed

Jane Brodie

18:04 20 Mar 26

Worked very closely with these guys over the last 5 years, recommended to me by the NHS. I finally feel like our finances are in control and we have a long term plan. We’ve had some excellent advice from two very knowledgeable advisors. Very non biased and really good at explaining in layman’s terms - highly recommend

Kayleigh Woolf

19:12 04 Mar 26

Rachel was very helpful and knowledgeable with our remortgage. It was very straight forward and we would highly recommend her.

Lucy Cooper

11:44 02 Mar 26

Rachel Hutton was an absolute godsend, helping us through the mortgage process from beginning to end. She answered any queries we had very promptly and was friendly and reassuring. We would highly recommend her and would definitely go back to her in the future. Thank you!

Sharon Cooper

20:20 24 Feb 26

We reached out to Helen Quayle, as she had posted on our local Facebook group she was a Financial Advisor. Helen came and saw us on the 24th January, and our remortgage completed on the 23rd February. Helen listened to our requirements and future goals, and assisted with this. Excellent service, would highly recommend.

Tinker Cheetham

11:24 20 Feb 26

Given that businesses were already closing down for the festive period Steve put in great effort to provide the most suitable options for my needs. Would recommend M & M.

Lilou S.

13:11 19 Feb 26

The best decision I made was contacting Mather & Murray Financial. I often get overwhelmed with money worries, but Sean Davis made everything so much easier. He supported me through every step, explained things clearly, and was incredibly patient and reassuring.Sean truly went above and beyond, and I can’t thank him enough for his help. I highly recommend Mather & Murray Financial — and if you’re lucky, you’ll get to work with Sean too! 😊

Cathy

10:52 19 Feb 26

I would like to give a huge thank you to Mather & Murray Financial, for their outstanding support in helping me secure a mortgage. As a 49-year-old single woman following a divorce, with some credit issues, I knew my situation was not straightforward.Sherril in particular was extremely helpful, kind, and patient throughout the whole process. She was also very diligent and professional, taking the time to explain everything clearly and keeping me updated at every stage. She never made me feel judged or rushed and worked hard to find the right option for me.Thanks to Sherril and the team’s dedication and expertise, everything went well in the end and I was able to secure a mortgage. I would highly recommend Mather & Murray Financial to anyone who needs support, especially if their circumstances are a bit more tricky.

Emma Frost

13:45 17 Feb 26

Sarah was so helpful with sorting my remortgage, she contacted me in plenty of time to discuss it, find the best options and set it all up, I couldnt be happier to see the amazing level of service continue having used one of their team to arrange my original mortgage, where they were the most helpful and supportive person I spoke to during the course of buying my first home, on my own during the height of the pandemic! I can't recommend highly enough!

DARREN NASH

15:11 11 Feb 26

I had a meeting with Helen to sort out my pension and to get them all into one pot, she is very lovely to speak to and puts you at ease, she made it really simple to sort (all I had to do was sign the forms) The office is in my town so I can pop in whenever convenient to sign papers or just go over things. I would certainly recommend Helen and the team at Mather & Murray Financial

J-P Yalden

08:56 06 Feb 26

I've used Sean Davis consistently for the last 5 years and each time he's helped tailor policies around my needs. A+ service as always!

James Wilson

10:33 05 Feb 26

Sean Davis was fantastic to work with and really appreciate him sorting me out! I've already recommended him to others. Amazing service. Thanks mate!

Martin Keers

20:13 04 Feb 26

We were put in touch with Mather & Murray to help sort us out with a remortgage & was blessed with the pairing of Rachel Hutton who works there. She was an absolute true professional. Everything she did was explained superbly to us & was always there to support us if we wasn’t sure on anything or had any questions. There was no judgement towards us on our past financial problems and managed to succeed in helping us out magnificently. She is an absolute credit to a great team & we are in the process of using Rachel for more financial advice & support. Would highly recommend this firm.

P Edwards

12:56 30 Jan 26

Needing help to combine my various pension into just one account, I was recommended to, Mather & Murray Financial.My contact there was Steve Archer who guided me though the process, with he's knowledge he helps to provide the right solution for me.I would recommend Steve to anyone needing help with their pension requirements.

bryan lynch

13:37 29 Jan 26

Kate is Fantastic!

Samantha Tremlin

14:50 17 Jan 26

I contacted Helen when we finally reached the point of needing to consolidate and clean up our pensions, alongside all the other life admin we’d been avoiding for years. From the very first conversation, she was incredible. Empathetic, non judgemental, and so reassuring.Helen explained everything clearly and patiently, in a way that genuinely made sense to us, without ever making us feel silly or overwhelmed. What felt daunting and heavy suddenly felt very manageable.At a time when we really needed support, she was a lifeline and we’re so grateful for her kindness, and honestly can’t recommend her highly enough.

Jo Phelps

13:47 14 Jan 26

Outstanding Support and Expert Guidance.I recently contacted Mather & Murray Financial Ltd for help with my retirement planning, and the service has been exceptional from start to finish.My first interaction was with Sue Allden, Customer Support Advisor, who was incredibly helpful, friendly, and responsive. She took the time to understand what I needed and matched me with the right financial adviser, Mike Rice.Mike communicated a subject that’s well outside my comfort zone in clear, straightforward, layman’s terms, which made all the difference. He helped me understand exactly what was needed to turn my retirement plan into a reality rather than just a dream. His expertise, patience, and ability to simplify complex information were invaluable.I’m genuinely grateful for the support I received. I wouldn’t hesitate to recommend Mike to anyone looking for professional, approachable, and trustworthy financial guidance.

Connie Baker

10:13 08 Dec 25

Mather and Murray Financial Ltd have been absolutely fantastic when helping us with finding a new mortgage etc. Sarah has been so friendly and explains everything in good detail. I’d highly recommend the company!

Toni Scamans

18:22 26 Nov 25

⭐️⭐️⭐️⭐️⭐️Excellent service from start to finish!Kate at Mather & Murray Financial handled both our home mortgage and our new buy-to-let, and the whole process was unbelievably smooth and stress-free. She was informative, professional, and always on hand to answer any questions. Everything went through without a single hiccup, and her support made what could have been a stressful experience completely painless.I would highly recommend Kate and the whole team at Mather & Murray Financial. Outstanding service!

Norman Scott

08:04 21 Nov 25

Elyssa Weeks

15:10 05 Nov 25

Amazing experience with Rachel for my remortgage! I couldn't have done it without her. The consistency and calmness she brought was incredible and she made the process smooth and stress-free. She goes above and beyond and I am definitely coming back to work with her again in the future if I need to! Thank you Rachel for everything.

Paul Lappin

16:23 02 Nov 25

Jakub Lengiewicz

19:45 31 Oct 25

Great service from start to finish .Sean very professional and went above and beyond to help finish my remortgage process on time .

Jean Daly

08:44 31 Oct 25

Having previously used the services of Mather & Murray, I contacted Steve Murray to combine my three pension pots and to arrange an annuity. Steve gave me clear guidance and good advice. He is knowledgeable, professional and approachable and was always available to explain the process (which proved to be trickier than expected due to one of my pension providers being uncooperative and slow to respond). Anne Hevingham in Customer Support went above and beyond to deal with the delay and was always so helpful and pleasant. I thoroughly recommend Mather & Murray and would have no hesitation in using their services again.

Dave

12:22 29 Oct 25

Sarah has been fantastic at dealing with a number of Buy to let Mortgages for me and I can highly recommend Mather & Murray Financial

Garry Hicks

14:35 28 Oct 25

Received great service from Helen Quayle, she advised me on a good pension option which I accepted, and then kept me regularly updated while excess funds were transferred out of an old employee scheme into a new drawdown product. I can thoroughly recommend Helen and Mather & Murray..

Andrew Godfrey

11:11 23 Oct 25

I had multiple private pensions that needed to be gathered together and a plan made. I used the Unbiased website as I have little knowledge of financial advisors in my area (South Wales) the website found a company in Swindon called Mather & Murray. Following a call from them the whole process was explained and that at all times I was in control of what happens. I was teamed up with Steve Archer who I found to be very knowledgeable and helpful.At all times there was absolutely no pressure to stay with them or to make any speedy decisions. I found the whole experience was very pleasant and we ended up with what I consider a good plan for my pensions. They also provide on going support. I would thoroughly recommend this company and Steve Acher.

Rachael Dalton

13:14 22 Oct 25

I’ve had an excellent experience working with Steve Archer at Mather & Murray! Steve provided me with clear, practical, and insightful advice regarding my pension, and I truly feel more confident about my financial future. He is professional, approachable, and genuinely cares about his clients’ best interests. I highly recommend Steve and the team at Mather & Murray to anyone looking for trustworthy financial guidance!

Fiona Bright

12:33 13 Oct 25

My husband recommended I have a consultation with Steven Archer, to review my pension portfolio. Steven was extremely patience, explaining more in-depth regarding my investments and related risks scores. He helped me appreciate that my old pensions were not working very hard for me and and the benefits of consolidating onto one platform, with a view to reaching my personal goals for retirement. The customer service provided was excellent, following up all my questions, with speedy replies, which gave me the confidence to proceed. Steven understands my reserved nature to risk and continues to give me the extra support I have needed, when asking for further help and assistance. He has been great to work with.

Robert

21:39 10 Oct 25

Extremely please please with the speed and clarity of service from Steve and the team.

Kealy Lane

08:43 01 Oct 25

Sean has been absolutely brilliant with our remortgage. He went the extra mile to make sure we got the very best deal – one I didn’t even think would be possible, but thanks to him we achieved it. The whole process was smooth, quick, and stress-free. Sean is diligent, knowledgeable, and genuinely puts his customers first. I would highly recommend his services to anyone looking to remortgage

Ben Jones

12:46 20 Sep 25

Sarah helped us secure our mortgage and supported us through the ups and downs of selling and buying, including when we had to pull out of one sale and switch to another property at the eleventh hour. Sarah and her team kept things on track, explained our options clearly, and made the process a lot less stressful for us. We would not hesitate to recommend Mather and Murray!

Peter Jackson

17:22 30 Aug 25

I had a phone call with Helen for some financial guidance, and even though I didn’t end up using her services, she was friendly, professional, and generous with her time. She explained things clearly, without pressure, and made sure I understood my options. It was refreshing to speak with someone who genuinely wanted to help, not just make a sale. I’m grateful for her advice and would happily recommend her to anyone seeking honest financial insight.

Ellen Mensah

21:07 27 Aug 25

Sherril,made the remortgaging process so simple and stress-free. She was Professional and knowledgeable, she ensured everything went seamlessly from start to finish. I couldn’t be happier with the service.

John Thresher

10:49 25 Aug 25

I’ve recently retired and needed some assistance with the set up of my pension and various financial advise , I got in touch with Mather & Murray and never looked back , Sherril Moore has been really helpful in setting everything up for me and will call upon in the future and also Sue Allden thanks for your guidance, really good company and I recommend to all , many thanks, John Thresher

Rob Breeds

16:23 20 Aug 25

At a time of financial uncertainty with potential redundancy, I was recommended the services of Mather & Murray. I had an initial telephone call with Kate, one of their financial advisers, who listened carefully to my situation and asked all the right questions.After providing some information we arranged to meet and she was quickly able to offer options and advice, reassuring me that my finances could be made to work even if I did face job loss. I was able to try different scenarios and retirement ages, and Kate showed me what effect that would have so I could easily make comparisons.We consolidated several of my private pensions and moved them to a single platform. Kate has always been professional, friendly and responsive to my questions, pursuing banks when they've been slow, and kept me informed of progress and changes.I have no hesitation in recommending Mather & Murray for financial advice.

Austin Nelmes

15:20 20 Aug 25

Sarah was amazing in helping me purchase my first property. Very knowledgeable in what she was doing, where as I was not as this was my first experience buying and setting up a mortgage! Sarah did everything for me and she was very patient, explained everything and answered every question and concern I had. Fast emails and replies, and found the best mortgage offer without much time at all. And setting up insurance covers was made easy and simple because of her.I had previously been trying to go through another mortgage broker and company in which they would take weeks to reply, skip any questions I had and were not interested in helping. Sarah was the complete opposite, it was a breath of fresh air and saved a lot of time, stress and cost. I highly recommend Sarah and Mather and Murray financials team, very professional and the best out there. A huge thankyou to Sarah.

Abbie Raeside

14:23 16 Aug 25

Sherril from Mather & Murray helped us get our mortgage as First Time Buyers. She was excellent from start to finish, always available to help and answer questions and really went above and beyond! Would recommend her and Mather & Murray to anyone!

Marley Thorn

14:21 14 Aug 25

Sarah was incredibly helpful. Very persistent with the solicitors and estate agents during our very difficult purchase. Always very helpful of the phone explaining issues that we couldn’t get our heads around. Would definitely recommend.

Jackie Campbell

10:22 14 Aug 25

We used Mather and Murray, specifically Kate Ricks, to help transfer a pension with a GMP element and purchase and annuity. She was extremely professional and produced quality client reports and advice. The outcome was successful. We would use Kate again and will be referring out friends and family to her for IFA. Excellent service! Great communication!! Personalised Service!

Abigail Griffin

15:07 12 Aug 25

My husband and I have been clients of Mather & Murray since 2022. We've received practical, focused advice tailored to our personal preferences in respect of funds management and we've been impressed by their jargon-free approach and sensitivity to our financial-risk appetites. Recommended!

Ruth Evans

15:00 08 Aug 25

Sue Allden was great: she put me in touch with Helen Quayle, whom I cannot praise highly enough. I needed help with understanding my UK employment pension (USS), and Helen Quayle did two things that really impressed me: first, she was immensely reassuring, and made it very clear that I did not need to worry; secondly, she went above and beyond in responding to my emails, making time for Zoom calls (I am in the US), and providing trustworthy help about the steps I should take. She was warm and friendly and professional. I trust her completely. She sought information from USS, which resulted in their providing me with that information. I could not have moved forward without Helen's help. When I return to the UK, I will get professional advice from her about managing my finances. She is far and away the best financial advisor I've had.

Hana Preston

16:49 07 Aug 25

We were first time buyers and really didn’t know where to start! Sarah was amazing at helping us get the best deals and whenever we needed help or guidance she was able to help.She was always available and very reliable. We were so impressed with Mather & Murray and would 100% recommend and use again!

Elaine Woulfe

11:36 07 Aug 25

Sherril was helpful and understood our goal and helped us on our journey. Great service 👏

Steven Christie

16:56 04 Aug 25

Steve was very helpful and helped alleviate my doubts and fears. Made the whole process of buying an annuity very clear and easy with easily understood and very clear options.

Karen Boyes

19:11 31 Jul 25

Sherril was really excellent , gave me some excellent advice and talked me through every step

Alistair Knox-Crawford

15:55 29 Jul 25

I found Mather & Murray Financial through the Unbiased website. I had a pension that I needed help with and Stephen did! They are able to offer all types of financial advice and they are authorised by the FCA. Definitely would recommend.

Sophie Allen

12:34 23 Jul 25

The team at M&M were truly excellent, and I’d highly recommend their services. Special thanks to Sarah, who guided us through our mortgage application with great care and attention, and always responded promptly to our questions.

Dave Horton

10:40 23 Jul 25

I used Mather & Murray Financial for my equity release.Had a meeting with Steve and all went from there.I full recamend them first class service from startto finsh.Many thanks to them all.Dave.

Stephen Rendell

13:44 17 Jul 25

Great service for a recent remortgage. No problem to recommend them.

Neil Etheridge-Biggs

13:40 02 Jul 25

Sherril was a lovely lady. Extremely knowledgeable & informative.Nothing was ever too much trouble, she answered all of my questions/queries; I had a lot too! Sherril was helpful & kept me updated throughout the whole process. I, personally, would highly recommend Sherril, this company to anybody looking for any kind of financial guidance, including pensions.THANK YOU.

Colin Southwell

23:50 28 Jun 25

I worked with Steven Archer on restructuring my retirement plans and have been thoroughly impressed with all aspects of the advice and communications I have received. from start to end or what is quite a complex area of expertise, Steven demonstrated skill (and patience) while he walked me through the process. Hats off to these guys, I am very happy I found them.

Angela Newman

14:07 28 Jun 25

Sherril was a fabulous help resolving what to do with my many pensions from previous employers. also sorted out my life insurance and thankfully told me which I could safely get rid of at a massive saving. I am now covered correctly and for less money!

Nick Down

06:37 25 Jun 25

Kate is great to deal with - always happy to help with questions & queries

Colin Boivin

13:06 23 Jun 25

The service that Helen provided was in-depth and very informative, I would recommend Mather & Murray to anyone that is looking for financial advice

Marnie Lee

09:09 20 Jun 25

Great service. Helped greatly when there were delays from the transferring scheme.

Tony Bush

14:50 17 Jun 25

Very helpful pleasant and efficient, good advice and Information regarding my pension options and choices.

Laura Yeoman

09:12 04 Jun 25

Mather & Murray have recently helped us to navigate both the purchase of our new home and the sale of our previous one. From the very first consultation with Sarah Searle, it was clear we were in excellent hands. Sarah was extremely thorough and in my opinion went above and beyond to not only find us the best mortgage rates but also guided us every step, explaining the different options and what was most suited to us and our own situation, making what would have been a stressful process feel seamless.Sarah also, arranged our joint life insurance coverage to match our new Mortgage despite a history of cancer and not having been able to find life insurance in the past - we now have joint life insurance, with a young family this is hugely comforting. Sarah's empathy, professionalism, and dedication to our family’s well-being was deeply appreciated.5* for personalised service, expertise and communication!

malcolm finch

08:25 01 Jun 25

Very professional service given from initial appointment with Steve. Well satisfied with pension details, Always kept informed by Sue and would recommend to use Mather & Murray if you need any financial advice.

Keith Savage

12:46 28 May 25

Having spent some time looking for a financial adviser who could deal with my various pensions I found Mather & Murray, who have been easy to deal with and assigned a local adviser who has been very helpful, efficient and happy to explain in simpler terms the options and outcomes available. The financial models and stress testing he provided gave me the confidence to retire in a somewhat changeable time. The transfers have been easy and I have had regular contact and updates. Thank you.

Glenn Lee-Sui

11:32 27 May 25

Good company to deal with. Used them to help me remortgage and they made the entire process extremely easy. The advisor was very knowledgeable and was always available to deal with any questions.

Monty Locations

08:28 17 May 25

Sherril at M & M has been a huge help to getting on top of things and planning for the future. Always able to explain options and thoughts for consideration really clearly and helping make navigating decisions super straightforward. I wish we'd started speaking with Sherril 10yrs ago. Would highly recommend Sherril and the team at M & M without hesitation. We don't plan to go anywhere else.

Richard Mortimer

15:12 12 May 25

Very patient, when the workload would have broken a lesser company. Really earned their fee, and we are a bit embarrassed that it isn't really commensurate with the diligent work that was done.

Sandra Keates

19:38 02 May 25

From start to finish our advisor Jacob Leggett was excellent. His initial briefing and understanding of my requirements for my pension was assured and gave me confidence that I was dealing with an advisor that I felt comfortable with. Throughout, any question and queries were dealt with promptly as were all meetings on time. My pension and investment are up and running and I have been delighted with the service I have received. Many thanks Jacob.

pauline cooper

15:33 02 May 25

I found every one I spoke to in this firm very polite & helpful. They where all very understanding about my poor hearing, and went on at my pace. That is VERY important to folk of my age. Nice to be treated with understanding. Thank you everyone.

James Robertson

21:06 01 May 25

Sarah at Mather and Murray provided a fantastic service! She was there every step of the way to support us and advise us I wouldHighly recommend

Kaela Norridge

11:18 21 Apr 25

I really recommend Mather & Murray as so pleased with the service received regarding Pension Transfer. The knowledge, expertise & patience shown by the Advisor Steve Archer was very reassuring, he provided full support & guidance every step of the way for the Transfer.

Chris and Sally Welch

07:28 17 Apr 25

Friendly and efficient service

lez ow

13:49 15 Apr 25

I've just started using Mather & Murray and have found them both courteous and professional, both Sue and Steve have been great.

Richard Hunter

10:05 03 Apr 25

What a pleasure to work with a company who actually care. From the initial meeting i knew i had made the right choice using Mather and Murray. Sherril was great and took all of the hassle out of the mortgage process. I would highly recommend and would definitely use again. Thank you.

Isaac Herbert

08:34 30 Mar 25

Mather & Murray Financial helped me with my first mortgage, thought out the process they went out of their way to ensure everything went smoothly. My mortgage broker Sherril Moore contacted me after work hours to help arrange my mortgage offer and would routinely update me when there was a change to interest rates to ensure I had the best mortgage offer I could. I would highly recommend using Mather & Murray Financial for arranging a mortgage.

Joel Phipps

12:10 29 Mar 25

Kate was very helpful in getting my pension sorted out for me. It's a great relief to finally having it all sorted and I couldn't have done it without Kate!

Colin Grimwade

11:21 29 Mar 25

Good experience with clear explanations, no pressure friendly service

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Income Protection Insurance Advice in Swindon and Nationwide

What would happen if you were too ill or injured to work for a long period of time?
For many people, losing their income-even temporarily-could have a devastating effect on their financial stability. That's where income protection insurance comes in. It's designed to provide a regular income if you're unable to work due to illness or injury, helping you stay on your feet financially while you recover.

At Mather & Murray Financial, our advisers in Swindon and across the UK offer expert, independent advice on income protection-tailored to your needs and circumstances.

Why Consider Income Protection Insurance?

Maintain Your Standard of Living

If you're unable to work due to a health condition, income protection provides a monthly benefit-often up to 60% of your salary-to help cover essential expenses like rent or mortgage payments, bills, groceries, and other living costs.

Example:
James, a 36-year-old self-employed electrician in Swindon, broke his leg and couldn't work for 5 months. His income protection plan paid him a tax-free monthly benefit, helping him pay his mortgage and household bills until he was back on his feet.

Who Is It For?

Self-employed? Small business owner? Work in a specialist trade?
Income protection is especially important if you don't have access to sick pay or long-term employer benefits.

Whether you're a contractor in Bristol, a teacher in Cardiff, or an engineer in Manchester, we can help you find a plan that works for your income, lifestyle, and budget.

How It Works

Choose a waiting period (e.g. 4, 8, or 13 weeks) - this is how long you wait before the policy pays out.

Monthly income benefit - paid until you return to work, reach retirement age, or the end of the policy term.

Covers most illnesses and injuries that stop you from working, subject to terms.

Unlike critical illness cover, which pays out a lump sum for specific conditions, income protection covers a much broader range of issues and pays monthly-helping with real-world costs while you recover.

Long-Term Support and Peace of Mind

Income protection policies can cover you for short-term absences or provide long-term coverage, right through to retirement age. It can be a lifeline for those who experience chronic health conditions, serious injuries, or mental health issues that stop them working for extended periods.

Customised to You

We'll help you choose:

The right waiting period before your policy starts paying out

A suitable benefit period (e.g. 2 years or until retirement)

Affordable premiums based on your occupation, age, and health

We work with the whole of the market to get you the best deal-and we're based in Swindon, with advisers nationwide.

Why Use an Adviser?

With so many options, features and exclusions, getting advice is essential. As independent financial advisers, we can:

Explain the fine print

Recommend the most appropriate providers

Ensure you're fully covered

Avoid unnecessary exclusions or overpaying for cover

Ready to Protect Your Income?

Whether you're in Swindon, Bristol, Cardiff or anywhere across the UK, we're here to help. Book a CALL BACK with one of our expert advisers today and take the first step toward financial peace of mind.

Remember: A mortgage is usually your largest monthly expense. Could you keep paying it if you were off work for six months or more?

What we do

Trusted by clients across the UK