I need a sounding board to make sense of business decisions. Can you help?

Sharing the burden

When you’re a business owner, who do you turn to when you need a second opinion or someone to talk to and offer guidance?

Instead of bottling everything up and just pushing on through, speaking to someone outside your business will help you feel less isolated. Sometimes, the best way forward is to stop and have a conversation with a trusted adviser.

Your problems, our solutions

A team to rely on

With numerous responsibilities placed on your shoulders on a day-to-day basis, it’s easy to get caught up with everything going on around you. We will become your confidant, someone with who you can discuss your burning issues, worries and success stories. As our relationship together develops, you’ll feel like you can open up and talk to us about everything.

Clarify your thinking

Instead of acting on impulse, you can talk us through your ideas and even spark new ones. We acknowledge that the challenges you face are often complex and you may not have time to give them your full attention. Carving out time in your week to talk through your challenges and ideas will give you the confidence you need.

Question your decisions

Although we are on your side, that’s not to say that we won’t challenge your processes and decisions and provide a different perspective on the situation. We’ll ask questions to get you thinking outside the box and considering solutions you’d never thought about before. It may seem full-on, but you’ll thank us in the long run.

Utilise our professional networks

The best results come from working together, and we believe that a key benefit of working with us is our strong professional network. This includes individuals in the property sector, private equity firms and accountants. This enables us to bring a lot of solutions to the table that aren’t strictly to do with financial planning and ensures your interests are best served at all times.

Put your needs first

Ultimately, you’ve come to us because you need someone to talk to, and that’s where our priorities lie. Our Human First™ approach means that we will put your needs and feelings first before we start making recommendations for your business.

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

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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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