I have no cohesive financial plan. How do I know if I’m doing the right thing?

A brighter tomorrow

There are many pieces to your financial puzzle, so it can be tricky to know whether you’re taking the right steps and doing the right thing for you and your family.

You want to achieve financial independence and create a lifestyle you love. But how will you make it happen? The answer lies in creating a cohesive financial plan.

Your problems, our solutions

Prioritise you, not just numbers

Our Human First™ approach is all about getting to know you on a deeper level and providing solutions tailored to you. One of the most important steps we take before building your plan is to understand what your future will look like and what’s important to you. Then we can work out how we’ll help you do the right thing.

Build a plan for life

You don’t have a plan in place. Don’t worry, as that’s what we’re here for. However, we don’t just build you a plan and then throw caution to the wind and leave you to your own devices. Your plan will see you through the different stages of life and we will always be here for you, working for you and helping you live a fulfilled and enhanced life.

Offer you reassurance

Sometimes it’s hard to know if you’re doing the right thing – from investing your money to structuring your pensions. It’s only normal to feel this way. We’re not just financial planners; we are humans too and we want you to feel at ease knowing that you’ll be making the right decisions about your future. If you have questions, we’re always here to answer them in plain English.

A shared vision

Your financial plan can affect your loved ones, so we must bring everything to the table before we make any recommendations. We will invite your spouse or partner to meetings so you can agree on your visions for the future together. We understand that your life is so busy that you don’t get to talk about these things, and that’s why we initiate the conversation.

Educate and support you

Although our job is to be your financial planner, we also take on the role of educating and supporting you through this journey. We allow you to understand the decisions being made and how they will enhance your life. Any queries you have as you navigate through life will be dealt with swiftly, and even if your objectives change, we will adapt your plan.

Our Human First™ Approach

There’s no one quite like you. Our approach recognises your unique ambitions, hopes and questions, and delivers a bespoke plan. Your plan will evolve over time, just as you do, and we will never stop protecting your interests and preparing for the future.

How it works

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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

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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