Testimonials

We provide both astute investment management and comprehensive financial advice and planning - and at the heart of all that we do is extraordinary service. Although we now manage a significant amount of assets, we hold tight to our warm, personal touch.

Please see below testimonials which we have received from existing clients and those who have attended our seminars.

"Always a pleasure to do business with these guys...personable, bright, highly-reliable people who 'over-perform'. Everything you want from one's wealth management advisor...and more" – Mr L Richardson

"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 and investments have consistently been ahead of the curve and we have seen our money grow." – Mrs S Holden

"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." – Paul at PRHDesign

"Murdoch Asset Management are a pleasure to work with - friendly, efficient, knowledgeable and professional." – Ms K Cartwright

About our seminars:

2021

"Very good seminar. I learnt a significant amount of new information that will help me to manage my assets/investments and reduce tax liability" – Mr Matons

"Complex subject matter - Excellent, controlled, understandable presentation. Happy to have been invited, attended and move to the next stage" – Mr & Mrs Haworth

"An excellent seminar full of useful and comprehensive advice" – Mr Wainhouse

"Well worth attending - informative and up to date" – Mr & Mrs Hawkes

"A clear and in depth analysis of investment strategies and IHT planning" – Mr & Mrs Gardner

Previous seminars

“This has been the best financial presentation I have attended – all 3 speakers clear and concise” – Mr N Wookey

“Very well presented and clearly understandable” – Mrs M Ham

“All the speakers conducted the seminar in a professional manner. The presentations were clear, straightforward to understand but not without touches of humour” – Mr & Mrs C Cole

“Very informative and pleasing venue” – Mr & Mrs C Johnson

“A superbly organised and presented occasion and I hope to attend future events like this” – Mr TC Gilchrist

“Nice location. Timing and refreshments excellent” – Mr P Dilley

“Presentations were first rate. The wide range of topics covered were explained with clarity and sincerity” –Prefers to remain anonymous

“Good presentations – level of technical detail about right” – Mr NA Wyld

“Interesting – particularly the Trust aspect” – Prefers to remain anonymous

“Concise and informative” – Mr MW Parsons

“Informative and concise. Well organised and well worth attending” – Prefers to remain anonymous

“Very good” – Mr M Howard

“As usual, very well presented and interesting” – Mr D Banks

“Very informative, professional and reassuring. Useful to see the range of skills Murdoch have” – Mrs P Baker

“Very helpful” – Colonel & Mrs TH Holloway

“Excellent … very good presentational skills” – Mr & Mrs PT Williamson

“Informative and well presented” – Mr M Arnold

“Three very clear and succinct presentations” – Mr & Mrs AM Parratt

“Very well presented. Lots of useful information. Clear and understandable with no use of “Jargon”” – Mr & Mrs P Hanks

“Informed presentation – simple explanations of problems” – Mr Bell

“Very good presentations – clear and concise” – Mrs C Glazebrook

“All speakers very clear presentation and understandable…Interesting points on fund managers and their track records” – Prefers to remain anonymous

“Very interesting and the subject was explained clearly” – Prefers to remain anonymous

“Interesting, informative and well presented” – Prefers to remain anonymous

“Very informative and understandable, in spite of the complicated issues” – Prefers to remain anonymous

“Interesting – particularly session on IHT” – Prefers to remain anonymous

“Excellent – clear, concise and very professional” – Prefers to remain anonymous

“Very well organised and most informative. Speakers put over material very clearly and positively” – Prefers to remain anonymous

“Well presented. Very nice venue. Much food for thought” – Prefers to remain anonymous

“The seminar was well presented and informative, in pleasant surroundings with a tasty lunch” – Prefers to remain anonymous

“Comprehensive and understandable. Thank you” – Prefers to remain anonymous

“Interesting and informative. Thank you” – Prefers to remain anonymous

“Excellent” – Prefers to remain anonymous

“Always interesting to learn of up to date features, e.g. tax changes, etc” – Prefers to remain anonymous

“Very informative. Pleasant venue. Good way of communicating with your clients” – Prefers to remain anonymous

“I wished to hear more about Inheritance Tax planning and found that session very helpful. I should like to pursue my interest further” – Prefers to remain anonymous

“Excellent venue. Concise and valid presentation” – Prefers to remain anonymous

“Useful. The more detailed info about fund managers was interesting as was the “alternatives” such as infrastructure” – Prefers to remain anonymous

“Excellent – very informative” – Prefers to remain anonymous

“Well structured, good presentations. A useful way for me to think about our investments, get information about IHT and meet the team. Thank you” – Prefers to remain anonymous

“I enjoyed it very much. We are glad we came” – Prefers to remain anonymous