What sets us apart?
Our distinctive qualities
Every day, we work hard to be different, and we believe that’s the key to success – for us, as a financial planning firm, and most importantly, for our clients through the services we deliver. Read on below to understand what separates us from other firms and what makes us great to work with.
This is what gives us an edge…
Our Human First™ Approach
The first thing you should know about us is that we are well and truly committed to our clients. Our ethos 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.
Established in 1977
An independent firm
Your dedicated team
Our trophy shelf
These awards are the icing on the cake for our team.
Watch our client videos
See what our clients have to say about the experience they have working with us.
Happy words from our clients are our biggest awards
In our survey, we asked clients an open-ended question: “What is the biggest benefit you get from working with us?” Here are some of their responses:
“Clarity of my financial future.”
“Regular confirmation that we are on track and explaining matters clearly and concisely.”
“Confidence in knowing you are there with any questions or for advice.”
“Feeling in control of my financial situation.”
“I really enjoy the interaction with all the Murphy Wealth staff that I come into contact with, knowing that they have my back.”
“Peace of mind that the Murphy Wealth team values me as a client – it’s really reassuring.”
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.
0
of clients would recommend us to their friends, family or colleagues
0
believe that working with us has helped or will help them achieve their financial goals
0
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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