Independent financial advisers in Farnham, Surrey

Just a 15 minute drive from our Alton office, Farnham is across the county line in Surrey. This thriving market town, dating back to the Middle Ages, is known for its Georgian streets, historic buildings, creative arts, beautiful countryside and offers easy access to the rural North Downs Way. Only an hour from London, many are willing to do the commute in order to live in this quintessential English country town.

Sitting above the town is a 12th century castle, once occupied by Bishops and Monarchs. Farnham Pottery is a community based arts and crafts centre, Farnham Park, Waverley Abbey and the Museum of Farnham are also worth a visit, with Birdworld and Alice Holt Forest just nearby. For more information, see the Visit Surrey website.

Financial planning in Farnham

We advise many clients locally in Farnham, and have done so for thirty years – in fact, Farnham is where Murdoch Asset Management was founded in 1991.

Since Jim Murdoch founded the company, we now have over £585million in funds under management. Our business – and our reputation – has grown thanks to our superb local team of financial advisers, researches and support staff, but also down to the fact that clients trust us to provide impartial, unbiased advice – from wise selection of investment products and proactive investment management to careful tax, estate and future needs planning and implementation. Our promise is to help you gain the most, save the most and make the most of everything you have worked hard for.

Financial advisors in Farnham offering local services

We 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. Our financial planning services cover investment management, IHT planning, long term care funding and retirement planning.

Our primary focus is making absolutely sure the advice we give you forms a sound and accurate fit with your needs. We also appreciate that you’ll want to feel confident in our abilities and like who we are before deciding if you want to join us. We therefore spend plenty of time with you, finding out what’s important to you and what you want to achieve.

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