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 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