I’ve accumulated a large amount of money but what do I do with it?

Mapping your journey forward

Having built up a substantial amount of money, whether through inheritance or by saving, you’ve found yourself at a crossroads. You’re in a position many aspire to reach, but now you’re faced with your own set of challenges and questions.

Placing the money in investments and savings has crossed your mind but you’re not entirely sure where to start. Let’s work together and explore the different avenues.

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 is to understand what your future will look like and what’s important to you. Then we can work out how we’ll manage your future.

Build a plan for life

We’re not like the others. 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.

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.

Think about the future

It’s good to live in the moment and enjoy life right now. However, you also need to think about the future. We’ll establish when you might like to retire and build a plan to get you there. Or perhaps you want to ensure your children are financially secure and able to get on the property ladder. Whatever goals you have, we’ll help make them happen.

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

Watch our client videos

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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