Independent financial advisers in Alton, Hampshire

Alton is a thriving market town in Hampshire, located just off the A3, between Farnham and Winchester. The town offers a mix of historic buildings, modern shops, markets and fairs. It is also home to many businesses, both in its centre and in the business parks surrounding the town. Our offices are located at Oriel Court, Omega Park – an established commercial area one mile from Alton’s centre.

Nearby, visitors to Alton can explore Jane Austen’s house in the village of Chawton, visit the Curtis Museum which houses one of the finest local history collections in Hampshire, take a trip on a steam train travelling The Watercress Line, or enjoy the many opportunities for walking and cycling around the area. More information can be found on the Visit Hampshire website.

Financial planning in Alton

The Financial Services sector is well represented here in Alton, although we pride ourselves on standing apart by providing both astute investment management and comprehensive financial advice and planning. Our rare breadth and depth of services means that we address all the gaps left by single service providers, giving our clients the best possible prospects for an improved financial position and better investment returns.

We are proud of our local reputation, with clients choosing to recommend us to friends, colleagues and family. This is testament to the highly personal service we provide across investment management, retirement planning, inheritance tax planning and long term care funding.

Alton wealth management professionals

We employ over thirty professionals here in Alton, covering administration, operations, investment management and analysis and financial planning. Individual client relationships are maintained with the same adviser, so that they always speak to someone they know, with every recommendation and action based on the individual’s needs and preferences.

At Murdoch Asset Management, our financial advisors in Alton provide the peace of mind that your finances are being well looked after by a local, highly qualified and award winning business that is available to discuss your concerns and answer your questions whenever you need.

Meet the Team.

Chris Birch

Chief Executive And Chartered Financial Planner

Derek White

Director and Chartered Financial Planner

Tony Dunne

Director and Chartered Financial Planner

Phil Hunt

Operations Director And Chartered Financial Planner

Branimir Gavrilovic

Senior Financial Adviser

Richard Sutcliffe

Senior Financial Adviser

Austen Robilliard

Investment Director

Victoria Montacute

Head Of Business Development

Justine Coates

Accounts Manager

Sarah Reynolds

Chartered Financial Planner

Samantha Reed

Senior Operations Manager

Joe Gunn

Financial Planning Manager

Richard Palmer

Senior Financial Planner

James Hollman

Senior Financial Planner

Charlyn Kindermann

Financial Planner

Emma Ayres

Financial Planner

Charles Dowden

Senior Paraplanner

Mark Collard

Senior Investment Analyst

George Cook

Investment Analyst

Amy Woods

Senior Technical Administrator

Emma Bowden

Senior Financial Planning Administrator

Rachel Trafford

Senior Financial Planning Administrator

Abbie Churcher

Senior Financial Administrator

Shona Callus

Financial Planning Administrator

Elina Wright

Financial Planning Administrator

Niquita Kalsi

Trainee Financial Planner

Linda Corlett

Receptionist

April Butt

Client Services Administrator

Clare Wale

Financial Planning Administrator

Chloe Lamb

Senior Financial Planner

Toni Brockway

Administration Manager

Harriet Sutton

Operations Manager

Adam Davies

Trainee Financial Planner

Elliot Lloyd

Trainee Financial Planner

Georgia Foot

Financial Planning Administrator

Adam Davies

Marketing Manager