Business Details
35 Years
experience
Trusted Financial Advisers in Alton, Hampshire
Murdoch Asset Management has been dedicated to strengthening clients' financial positions and delivering superior investment returns since 1991. Our expertise spans comprehensive financial planning, ethical investing, retirement strategies, inheritance tax mitigation, and long-term care funding. As a trading name of IWP Financial Planning Limited, we operate under the rigorous standards of the Financial Conduct Authority (FCA), ensuring compliance and client protection. Our team comprises Chartered Financial Planners, Accredited Later Life Advisers, and investment specialists with decades of combined experience, offering personalized service through consistent adviser relationships.We maintain a client-centric ethos, emphasizing transparency, integrity, and tailored solutions, supported by advanced technical infrastructure and continuous market analysis. Our commitment to excellence has earned recognition through industry awards and a reputation for bridging gaps left by single-service providers.
Services
Investment Management
Financial Planning
Ethical Investing
Retirement Planning
Inheritance Tax Planning
Long Term Care Funding
Estate Planning
Details
- Year established: 1991
Highlights and features
- We offer over 30 years of experience in financial planning and investment management
- Our team includes Chartered Financial Planners and Accredited Later Life Advisers
- We provide tailored solutions for portfolios exceeding 100,000
- Our investment committee ensures rigorous fund selection and monitoring
- We maintain transparent, long-term client relationships with consistent advisers
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional expertise
Personalized service
Comprehensive strategies
Transparent communication
Proactive planning
Services
Investment Management
Our investment management service combines rigorous fund analysis with personalized portfolio construction. We select top-performing funds based on manager expertise, implement diversified strategies aligned with risk profiles, and provide daily performance monitoring through secure client portals. With in-house analysts and an investment committee, we ensure optimal returns while maintaining strict compliance with FCA regulations. Clients receive quarterly reports and comparative performance analyses.
Financial Planning
Comprehensive financial planning addresses retirement needs, tax efficiency, and long-term care funding. Our Chartered Financial Planners create customized strategies integrating pensions, ISAs, and investment bonds. We specialize in inheritance tax mitigation through trust structures and family home allowance optimization, while providing guidance on pension freedoms and income sustainability. All plans undergo regular reviews to adapt to changing circumstances and regulatory updates.
Estate Planning
Our estate planning service focuses on minimizing inheritance tax liabilities through strategic gifting, trust creation, and asset restructuring. We help clients preserve wealth for beneficiaries using legal exemptions, lifetime transfers, and probate simplification techniques. The service includes care fee protection strategies and legacy preservation plans, with specialist advice on the latest tax legislation affecting estates exceeding 325,000.
Retirement Planning
Tailored retirement planning optimizes pension drawdowns, income sustainability, and inflation protection. We assess clients' current provisions, model various retirement scenarios, and implement tax-efficient withdrawal strategies. Our service covers defined benefit pension transfers, lifetime allowance management, and income generation through diversified investment portfolios, ensuring financial security throughout retirement years.
Ethical Investing
Ethical investment solutions align financial objectives with personal values through ESG (Environmental, Social, Governance) screening. We construct portfolios focusing on sustainable companies, green technologies, and socially responsible funds while maintaining competitive returns. Our analysts evaluate fund providers' ethical credentials and monitor ongoing compliance with sustainability criteria, providing impact reports to track clients' positive investment influence.
People
Chris Birch
Chief Executive And Chartered Financial Planner
With 23 years industry experience, Chris oversees business operations and chairs the investment committee. He joined in 1998 after roles at Skandia Life and Frank Russell, bringing expertise in pension fund management and analytical rigor to maintain founding principles.
Phil Hunt
Operations Director And Chartered Financial Planner
Phil manages compliance and recommendation documents with 17 years experience. He joined in 2010 after roles at Old Mutual and Origen, specializing in pensions and regulatory compliance, ensuring adherence to FCA standards across all operations.
Austen Robilliard
Investment Director
As Investment Director since 2007, Austen leads the investment team and co-chairs the committee. Recognized as European Fund Selector of the Year 2020, he combines fund research expertise with strategic portfolio management, maintaining Chartered Wealth Manager status.
Robin Harper
Chartered Financial Planner
Specializing in later-life planning since 2004, Robin holds SOLLA accreditation for comprehensive retirement and end-of-life financial strategies. With 24 years experience, he provides holistic advice covering estate planning, care fee mitigation, and intergenerational wealth transfer.
Branimir Gavrilovic
Senior Financial Planner
Branimir offers 25 years expertise in pension planning and inheritance tax mitigation. After transitioning from British Gas engineering, he co-founded Custodian Wealth Management in 2004, bringing technical precision to complex financial arrangements.
Questions
What investment minimums do you require?
We work with portfolios of £100,000 or more to ensure appropriate resource allocation and service quality for all clients.
Are your financial planners certified professionals?
All our advisers hold Chartered status from the Chartered Institute for Securities & Investment, with specialist accreditations including SOLLA for later-life planning.
How do you select investment funds?
Our investment committee evaluates funds based on manager expertise, performance consistency, and process quality through ongoing due diligence and comparative analysis.
What areas of financial planning do you cover?
We provide comprehensive services including retirement planning, inheritance tax mitigation, long-term care funding, pension optimization, and ethical investment strategies.
How often do you review investment portfolios?
We conduct quarterly portfolio reviews with daily performance monitoring, providing clients with regular updates through secure online portals and annual face-to-face meetings.
Can you help with pension transfers?
Yes, our specialists handle defined benefit pension transfers with FCA-compliant due diligence, assessing transfer values and long-term implications for optimal retirement outcomes.
