About Mather & Murray Financial Ltd - Jacob Leggatt IFA

Providing Truly Holistic Financial Advice Covering the South East Area.
Mather and Murray Financial believe all customers should be able to access quality advice no matter what their circumstances. It’s unfair that many banks and building societies no longer provide an advice service to their clients, and it’s unfair that many independent firms only advise wealthy customers.We use state of the art technology and services to provide our clients with the best possible advice, treat our customers fairly and provide the best possible service from your adviser. You can access your information and up to date policy information live via our client portal and message your adviser securely and expect a prompt response.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning
  • Capital gains tax

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children

  • Business:
  • Employee benefits
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • Mortgages:
  • Equity release

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