Human First™ financial planning
Everyone deserves a better financial future. Our independent advice is built around your life, your needs and your goals.
The Murphy Wealth Way
Established more than 46 years ago, we’re an independent financial planning firm.
Our home is Glasgow, but we serve clients throughout the UK!
Meet your team
Put faces to the names of our talented team members.
Client Stories
See what our clients have to say about the experience they have working with us.
FAQs
Your financial planning
questions answered.
Our independent financial advice is built around
your life, your needs, and your goals.
How do I take money out of my business
tax-efficiently?
tax-efficiently?
Enjoy your success
You’ve worked long hours and put in hard work to build your business. Now, you’re ready to withdraw money from your company and enjoy the fruits of your labour.
However, as with many things in life, withdrawing cash from your business is not as simple as it sounds and it comes with implications. But with our help, we will take away any confusion and provide you with a clear path to follow.
My financial needs are complex.
How do I begin to structure them?
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.
How can I start to plan my exit from
my business successfully?
my business successfully?
The roadmap for your exit
When you think back to the day you started your business, it’s incredible how far you’ve come. However, every success story must end somewhere, and your journey as a business owner is coming to an end.
You can’t just hand in your notice and pack up your things. As the owner, your exit needs to be handled carefully and it’s always a good idea to start removing yourself from the business and handing over responsibilities well before you intend to leave.
I’ve accumulated a large amount of money
but what do I do with it?
but what do I do with it?
Mapping your journey forward
Having built up a substantial amount of money, whether through inheritance or by saving, you’ve found yourself at a crossroads. You’re in a position many aspire to reach, but now you’re faced with your own set of challenges and questions.
Placing the money in investments and savings has crossed your mind but you’re not entirely sure where to start. Let’s work together and explore the different avenues.
Is my family protected if anything unexpected were to happen?
Prepare for life’s uncertainties
It’s not a conversation that either of us will enjoy having. But it needs to be done and you will come out the other side with clarity and reassurance that your family will be protected if life takes an unexpected turn.
Any long-term plan needs to include protection so that you can maintain your lifestyle should you be unable to work and so that your family is provided for if you pass away.
Our Trophy Cabinet
New Model Adviser
Top 100
2022
Awards for Technology Adoption Game-Changing Contribution
2022
Advice Firm
of the Year
2021
New Model Adviser
Top 100
2021
Small Advice Firm
of the Year
2020
Next-Gen Advice
Firm of the Year
2020
