I’m reaching the peak of my career. What are my next steps financially?

Maximise life beyond work

Even when you are at the peak of your career, the importance of time, money, and health remains the same. Now, more than ever, you want to maximise your savings and make the most of life beyond work.

With all the demands of being a successful professional, it’s easy to neglect your personal finances. However, managing your money is just as important as managing your career. Lean on us to help you decide on the next steps.

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 post-career and what’s important to you. Then we can work out how we’ll help you do the right thing.

Focus on what matters

Only once we understand your goals and have had open conversations with you will we look at how we can invest your money, grow your wealth further and protect it. If you haven’t guessed by now, we’re all about living your life to the fullest, which means we’ll encourage you to spend some of it on the things that matter to you.

Plan for retirement

It’s good to live in the moment and enjoy life while you’re at the peak of your career. However, you also need to think about the future and what will happen when you’re no longer in this career. We’ll establish when you might like to retire and build a plan to get you there. Whatever goals you have, we’ll help make them happen.

Build a plan for life

You’re not sure what your next steps are. 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.

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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