Human First™ financial planning

Everyone deserves a better financial future. Our independent advice is built around your life, your needs and your goals.

How it works

The questions you might be asking…

How do I take money out of my business tax-efficiently?

You’ve put in hard work to build your business and now you’re ready to enjoy the fruits of your labour.
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My financial needs are complex. How do I begin to structure them?

Let us take care of all the moving parts of your finances. Nothing is too complex or beyond our capabilities.
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How can I start to plan my exit from my business successfully?

By understanding your intentions and thinking about how you feel, we will look at ways to help you exit your business.
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I’ve accumulated a large amount of money but what do I do with it?

You’re in a position many aspire to reach, but now you’re faced with your own set of challenges and questions.
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Is my family protected if anything unexpected were to happen?

Any long-term plan needs to include protection so that you can maintain your lifestyle should you be unable to work.
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Can I maintain my current lifestyle when I finish work for good?

With retirement edging ever closer, let’s focus on your income and how you can maintain your lifestyle.
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I need a sounding board to make sense of business decisions. Can you help?

We’ll be a trusted professional to turn to when you need a second opinion or someone to talk to and offer guidance.
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I have no cohesive financial plan. How do I know if I’m doing the right thing?

We’ll put you at ease that you’re making the right decisions about your future by developing a comprehensive plan.
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I’m reaching the peak of my career. What are my next steps financially?

Now, more than ever, you want to maximise your savings and make the most of life beyond work.
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The Murphy Wealth Way

Established more than 46 years ago, we’re an independent financial planning firm. Our home is Glasgow, but we serve clients throughout the UK.

What makes us stand out from the financial services crowd is our Human First™ approach to financial planning. Our clients are absolutely central to everything we do at Murphy Wealth and our focus is always on you, rather than your money.

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Meet your team

Put faces to the names of our talented team members.

Watch our client videos

See what our clients have to say about the experience they have working with us.

Our latest client survey results are in…

We couldn’t be prouder to share with you what our clients think of the Human First™ service we provide.

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of clients would recommend us to their friends, family or colleagues

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believe that working with us has helped or will help them achieve their financial goals

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were satisfied that we understood their needs, goals and aspirations