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VerifiedFinancial Services· Founded 1991

Murdoch Asset Management

Murdoch Asset Management is a large regional IFA, currently managing in excess of £700 million of assets for our private client base. Founded in 1991, we are a highly profitable business, with a strong balance sheet. Recently awarded 'Best Investment Management Solutions UK 2021' by CFI.co We provide both astute investment management and comprehensive financial advice and planning. Our financial planners provide an unusually personal relationship with their clients and are supported by a first class administration team, in house investment department and technical planning unit. The firm has been awarded Chartered Financial Planner status. Our focus is on selecting and monitoring specialist investment managers for our clients with the aim of providing above average investment returns, commensurate with the risk they are prepared to take. The majority of our clients are retired and welcome our low key, empathic approach and high level of technical expertise. We primarily help clients plan in the areas of investment, pension, taxation and trusts.

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HeadquartersAlton, United KingdomEmployees40(51 to 200)Founded year1991Websitemurdochasset.co.ukLinkedIn profileLinkedIn

Verified contacts

44

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LinkedIn employees

40

51 to 200 range

Open roles

no listings

Distinct roles

30

indexed titles

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Monthly traffic

1

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Top roles at Murdoch Asset Management

30 distinct titles indexed · top 10 shown.

  • 3annual review analyst
  • 3chartered financial planner
  • 3financial planning administrator
  • 3trainee paraplanner
  • 2annual reviews analyst
  • 2senior financial planning administrator
  • 2senior paraplanner
  • 2trainee financial planner
  • 1chairman
  • 1client services administrator
  • +20more titles

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