Murdoch Asset Management Ltd

www.murdochasset.co.uk

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.

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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.

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City (Headquarters)

Alton

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Founded

1991

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Social

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  • Operations Director

    Email ****** @****.com
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  • Managing Director - Chartered Financial Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Investment Director

    Email ****** @****.com
    Phone (***) ****-****
  • Paraplanner

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    Phone (***) ****-****

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