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 worksThe questions you might be asking…
How do I take money out of my business tax-efficiently?
My financial needs are complex. How do I begin to structure them?
How can I start to plan my exit from my business successfully?
I’ve accumulated a large amount of money but what do I do with it?
Is my family protected if anything unexpected were to happen?
Can I maintain my current lifestyle when I finish work for good?
I need a sounding board to make sense of business decisions. Can you help?
I have no cohesive financial plan. How do I know if I’m doing the right thing?
I’m reaching the peak of my career. What are my next steps financially?
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.
Get the full storyMeet 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
Our trophy shelf
These awards are the icing on the cake for our team.
Murphy Wealth is authorised and regulated by the Financial Conduct Authority. FCA number: 747648. Registered in Scotland. Company number: 445032. Registered office address: Sutherland House, 8th Floor, 149 St Vincent Street, Glasgow, Scotland, G2 5NW.
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