Human First approachTM
What does our Human First TM ethos mean?
Our Human First™ approach is all about you, not your money. Many financial advisers talk about money straight away. We don’t believe this is the right way to do things. We get to know you on a deeper level by finding out what you’re about, your desires and goals and whether any complex areas need addressing.
We build a relationship with you before we get down to business and discuss money. Even when we do chat money, it’s about the value we can add to your lifestyle and goals. In a nutshell, this sums up our Human First™ approach.
The benefits to you
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Helps you live the life you want
What you’ll appreciate most about our approach is the freedom we provide to control and shape your financial future in a way that suits you.
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Recognises you as an individual
There’s no one quite like you in this world. Our approach recognises your unique ambitions, hopes and fears, and delivers a bespoke plan.
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Confidence to move forward
We know you want a secure and carefree life. To do that, you must feel confident about the decisions you’re making. We’ll instil clarity by pursuing a shared vision and set of goals.
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Adapts to your changing ambitions
Even the most well-thought-out plan will need to change over time. We never stop protecting your interests and preparing for the future. Your plan will evolve over time, just as you do.
How we do it
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Plan
We get straight into it during our first meeting. We look at what you have and what you want to achieve over time. We’ll ask about your life goals, ambitions, and dreams. We’ll want to know about your doubts and fears too. This is how we get to know you as a human, first.
With all this rich information, we’ll better understand you, which will help us create a truly personal financial plan.
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Protect
Once we’ve created a financial plan that gives you the best chance of getting to where you want to be, we’ll start protecting what you value most.
That might be making sure your family is financially secure, preserving the value of your savings and investments or having an effective inheritance plan. This step might involve recommending financial products, but only if you need them.
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Grow
Growth doesn’t just mean investment growth. We prefer to focus on your personal growth and the progress you’re making towards your goals. Everything we do is about focusing on what you need to do to turn your plan into a reality.
We might recommend new financial products that are aligned with your core values, or it could be a case of tweaking what you already have to account for changes in your personal circumstances.
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Repeat
To make sure your plan continues to evolve and adapt, we go back to Step 1 and repeat the process. We all live in a fast-paced, dynamic world that sees us adapting to the multitude of things life throws at us.
These things don’t happen just once a year, so we don’t simply “check in” with you once a year. That’s not our way. We’ll always be here for you, working for you, and helping you live a fulfilled life.
Watch our client videos
See what our clients have to say about the experience they have working with us.
Here’s what our clients say
We can’t talk about our Human First™ approach without hearing from real clients. As we say, it’s all about putting our clients front and centre.
“I’ve experienced nothing but first-class people skills that are underpinned by both humility and a caring nature. In short, they deliver in spades.”
“Working with Murphy Wealth gives me reassurance and peace of mind that I have enough money to continue my current lifestyle into the future.”
“Neil demonstrates an ongoing understanding of the stage of our lives and our priorities. We have a very open and trusted relationship, which we value given the importance of the work they do.”
“I’ve finally found a company that makes finances understandable and somewhat fun and I am confident that they are very good at what they do.”
“The biggest benefit of working with Murphy Wealth is knowing that my investments are being looked after, as I don’t have the free time to continually consider what strategy to adopt. It’s taken away and I’m kept in the loop on changes and developments.”
“The team is always friendly and takes a great interest in making sure we’re completely happy with everything. I feel confident and happy to contact Murphy Wealth at any time regarding financial questions and without exception, I’ve had prompt and helpful responses.”
“The team shows a genuine interest in what’s happening in our lives and discusses any changes in our personal and family lives and potential changes in our goals. We genuinely feel valued and at the centre of any discussions held.”
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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