Murdoch Asset Management
Murdoch Asset Management is a financial services company based in Alton, England. They specialize in financial advising services, financial planners, fund management companies, income tax help associations, international trade consultants, investment companies, and other related services. With a team of experts in economics and law, they provide top-notch financial solutions to their clients. Murdoch Asset Management is committed to delivering exceptional services that meet the unique needs of their clients.
Introduction to Murdoch Asset Management
Murdoch Asset Management is a financial services company based in Alton, England. The company has been in operation for over 20 years, providing expert financial advising services to clients in various industries. What sets Murdoch Asset Management apart from other financial planners is their commitment to delivering customized solutions tailored to meet the unique needs of each client.Services & Products
Murdoch Asset Management offers a wide range of financial services, including fund management, investment advice, income tax help, and international trade consulting. The company's team of experienced financial planners works closely with clients to develop investment strategies that align with their financial goals and risk tolerance.Location
Located in Oriel Court, Omega Park, Murdoch Asset Management is situated in a bustling business area. Clients can expect to find a mix of financial services and law firms in the area. The office is easily accessible by public transportation, with the Alton railway station, Alton bus station, and Alton College bus stop all within a one-mile radius.Benefits
Clients who choose Murdoch Asset Management can expect to receive personalized attention from a team of experts who are dedicated to helping them achieve their financial goals. The company's commitment to transparency and ethical business practices sets them apart from other investment companies.Good to Know
One thing customers should be aware of when working with Murdoch Asset Management is that the company only works with clients who have a minimum investment portfolio of £100,000.Reviews
Customers have praised Murdoch Asset Management for their professionalism, attention to detail, and expertise in the financial industry. Many clients have reported significant gains in their investment portfolios due to the company's expert advice and guidance.Amenities
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investment advice -
retirement planning
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insurance services
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asset management
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financial planning
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wealth management
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portfolio management
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custody services
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tax planning
FAQ
How do you customize financial plans to fit individual clients?
We tailor our financial plans to each client's specific needs and goals, taking into account their income, expenses, assets, and risk tolerance. We work closely with clients to ensure their financial plan aligns with their vision for the future.What professional qualifications do your financial planners have?
Our financial planners hold various professional qualifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). We ensure that all of our planners have the necessary credentials and expertise to provide the highest level of service to our clients.What types of funds do you specialize in managing?
We specialize in managing a wide range of funds, including equity funds, fixed-income funds, balanced funds, and alternative investments. Our team of experienced fund managers conducts extensive research and analysis to identify the most promising investment opportunities for our clients.What services do you offer and what is the cost for each service?
We offer a comprehensive range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. The cost for each service varies depending on the scope and complexity of the project. We provide transparent pricing and always communicate any fees upfront.Are you available year-round for tax questions or only during tax season?
We are available year-round to answer any tax-related questions our clients may have. Our team of tax experts stays up-to-date on the latest tax laws and regulations, and we proactively work with clients to minimize their tax liabilities and maximize their savings.Reviews
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David Jones
29-05-2022
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PRHDESIGN
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.
29-05-2021
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Kirsty Cartwright
Murdoch Asset Management are a pleasure to work with - Friendly, efficient, knowledgeable and professional.
29-05-2018
