Guildford, Surrey

Financial Planning Services in Guildford

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Independent financial advisers in Guildford, Surrey

Financial planning services in Guildford

Whilst based in Alton, Murdoch Asset Management offers financial planning services in Guildford and the surrounding areas.

We are a wholly independent company, focused on serving clients in the local area. Unlike large national firms, who may only recommend a limited number of products, Murdoch Asset Management is free of any ties, arrangements or obligations to product providers  - not only does this mean we provide impartial, unbiased advice, but we also have a common knowledge and interest in the area in which we live and work.

At the heart of all that we do is extraordinary service, and relationships are always with one adviser. Our clients therefore talk directly to people they know and never get lost in a faceless process. Often these meetings take place in person and if you want to meet your financial advisor in Guildford, we will choose a date and time to suit you.

Asset management company in Guildford

As an asset management company in Guildford and beyond, we hold high-level academic and industry qualifications across the full range of our services and we are accredited Corporate Chartered Financial Planners – a status held by only 6% of financial planning businesses in the UK.

The title Chartered Financial Planners is awarded to companies that make a public  declaration of their commitment to professional standards. It is granted by the Chartered Insurance Institute (CII), the professional body for personal finance, dedicated to building trust in the insurance and financial planning profession.

Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values. These include putting customers’ interests first, investing in ongoing development of their people’s technical skills and knowledge, and supporting wider initiatives that benefit society as well as the growth of the profession.

Visiting Guildford

For those less familiar with the city, Guildford is a vibrant town sitting on the banks of the River Wey, providing easy road and rail connections to the South East of England and is within easy commute of London. The town is home to the University of Surrey, Guildford Castle dating back to Norman times and the imposing 20th century Guildford Cathedral and its golden angel weather vane which overlooks the town and dominates the surrounding landscape.

Guildford offers extensive shopping opportunities with a busy cobbled high street, a two storey shopping centre and several covered malls. You can discover more about Guildford here.

Meet our financial advisers for Guildford