My financial needs are complex. How do I begin to structure them?

Demystify your finances

More money means more choices and options, and it often brings about more complex circumstances. That’s why finding a financial planner who gets what you’re about and understands your goals is crucial.

Although you’ve got enough money to live comfortably, you’ve not given much thought to what the future may hold. Life may be going fast, but it’s never too late to structure your finances.

Your problems, our solutions

Understand your circumstances

You likely have a lot of moving parts in your finances, including investments and various streams of income. Nothing is too complex for the team or beyond our capabilities. We’ll find the right solution to every requirement and structure your finances in line with your financial and personal objectives.

Prioritise you, not just numbers

So our relationship goes in the right direction; we get to know you as a human first. Then, only once we understand your goals, hopes and dreams, we look at ways to help you structure your finances in a way that benefits you in the long term. We spend a lot of time listening to you before getting into the nitty-gritty.

Minimise your tax liabilities

Taxes are one of life’s certainties; that’s a fact. However, with the right tax-planning strategy in place, you can mitigate your tax burden and reduce the stress of complex taxes on you and your family. And it’s our job to do the hard work for you, so you can spend time focusing on what matters most.

Utilise our professional networks

A key benefit of working with us is that you can reach networks you could never reach before. Our strong professional network 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.

Plan for the future

We never stop protecting your interests and preparing for the future you want. You may not be thinking seriously about retirement just yet, but we’ll start planning now so that when the time comes, you feel confident that your pensions and retirement income are in order. Our key objective is to support your family and your future goals.

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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