Murphy WealthFinance Advisor
24 St Vincent Place
- 0141 221 5353
About Murphy Wealth
Founded in 1977 by Brian J Murphy, Murphy Wealth has established a proud heritage in the financial services industry. A family owned business up to this day, the firm has grown year on year to become one of the most respected in the industry. This success has been built on Brian Murphy's founding beliefs of honesty, integrity and utmost client care.
We endeavour to treat each of our clients and their families with the highest possible standards of service, skill and financial expertise in an industry that is constantly evolving. Now overseen by Brian's son Adrian Murphy, the firm provides bespoke and sustainable support that clients can rely on throughout personal and economic changes. We assist clients with varying circumstances - from families and the soon to be retired, to business owners, charities and professional athletes. Whatever you require, we have the right service and the necessary industry expertise to match your goals.
In a relaxed but confident manner, Murphy Wealth took the time to listen to the details of our situation and then provided us with a comprehensive and personal plan for our next few years. Having a better idea of projected income and outgoings has given us more confidence in our financial future.
It is early days in terms of our plans, hence just 4 stars for quality of advice and value for money, but I fully expect to upgrade these to 5 stars once we see the results of Murphy Wealth's advice and plans. I would be happy to, and indeed have already, recommend them to friends and colleagues.
- Family & Business Protection
- Tax Planning
- Estate Planning
- Investment Advice & Modelling
- Corporate Investment
- Profit Extraction
- Portfolio Management
- Retirement Services
- Business Exit
- Trusts & Charities
- Elite Athlete Support
Individuals & Families
We recognise the importance of managing your wealth from the early stages of accumulation right through to your retirement and then on to the next generation. Our range of highly personalised services ensure both yourself and your family have the support you need at all times. Having assisted some clients for up to 38 years we have a huge level of first-hand experience in this field.
From identifying the best investment opportunities and retirement planning options for your financial circumstances, to planning your tax affairs and the development of your estate, we will help you in every step of the way in making the right decisions.
We have also recently begun working with elite athletes to coordinate their unique financial portfolios and provide the guidance they need within a high pressure industry.
Murphy Wealth have provided exceptional service over many years, helping with business and personal planning. My family and I are delighted with everything they continue to do for us.
Entrepreneurs & Business Owners
There are a number of key financial issues faced by business owners in both the daily management of their business and its strategic growth. It is critical that you make the right decision in order to maximise the return on both your investment and years of hard work.
As experienced business professionals ourselves, we understand how to implement tax efficient processes, effective protection measures and business exit strategies that ensure you are prepared in both the short and long term.
In addition, we can guide your continuous internal investment to allow you to keep cash in the business and benefit from tax-free investment growth below RPI through Corporation Tax Indexation Allowance.
Professional financial services is about knowing your client and delivering incredible client care. These are the standards I demand from my team and from the advisors we use. Murphy Wealth meet these standards all of the time.