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Your financial questions

The questions you might be asking…

How do I take money out of my business tax-efficiently?

You’ve put in hard work to build your business and now you’re ready to enjoy the fruits of your labour.
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My financial needs are complex. How do I begin to structure them?

Let us take care of all the moving parts of your finances. Nothing is too complex or beyond our capabilities.
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How can I start to plan my exit from my business successfully?

By understanding your intentions and thinking about how you feel, we will look at ways to help you exit your business.
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I’ve accumulated a large amount of money but what do I do with it?

You’re in a position many aspire to reach, but now you’re faced with your own set of challenges and questions.
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Is my family protected if anything unexpected were to happen?

Any long-term plan needs to include protection so that you can maintain your lifestyle should you be unable to work.
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Can I maintain my current lifestyle when I finish work for good?

With retirement edging ever closer, let’s focus on your income and how you can maintain your lifestyle.
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I need a sounding board to make sense of business decisions. Can you help?

We’ll be a trusted professional to turn to when you need a second opinion or someone to talk to and offer guidance.
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I have no cohesive financial plan. How do I know if I’m doing the right thing?

We’ll put you at ease that you’re making the right decisions about your future by developing a comprehensive plan.
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I’m reaching the peak of my career. What are my next steps financially?

Now, more than ever, you want to maximise your savings and make the most of life beyond work.
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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

How we charge

If we are to earn your trust, then we must act in a trustworthy manner. For this reason, we take care to ensure that our fees are competitive, given the quality of the service we provide.

There are two parts to our service. The first is the planning side, which is where our initial fees are charged as a percentage. This is the most important thing we do and it keeps our focus where it should be – on you, not your money.

The second side of our service is the ongoing advice and maintenance of the plan, and we recommend this to make sure your plan continues to evolve and adapt. This is also charged as a percentage and is split up into financial planning advice and investment advice. Following our initial meeting, we will explain our fees in detail so you can understand the costs before agreeing to our services.

Get in touch

We’re just a message away. Fill out the contact form and let’s turn your ideas into reality.

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    Copyright © 2023 Murphy Wealth

    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.