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.
Company Details
- Employees
- 39
- Founded
- -
- Address
- 6 Oriel Court, Omega Park,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- murdochasset.co.uk
- Keywords
- 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, Later Life Planning.
- HQ
- Alton, Hampshire
Murdoch Asset Management Questions
Murdoch Asset Management's website is murdochasset.co.uk
Murdoch Asset Management's LinkedIn profile is https://uk.linkedin.com/company/murdoch-asset-management
Murdoch Asset Management has
39 employees.
View email and phone details for 39
employees at Murdoch Asset Management.
Murdoch Asset Management's industry is
Financial Services
Murdoch Asset Management's top competitors are
Alexander Grace,
Fidelius Group,
Iwp Financial Planning,
First Wealth | Certified B Corp,
Quilter,
Titan Wealth,
Evelyn Partners,
Clairville York Financial Planning,
Headley Financial Services Ltd,
Concept Financial Planning Ltd.
Murdoch Asset Management's categories are Financial Services
Murdoch Asset Management's founding year is 1991
