Be yourself

There’s no one exactly like you. We all have our own hopes and fears. We all have our own goals and ambitions. And we’ll all face our own challenges.

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Helping you control and shape your financial future in a way that suits you is what we do. And we’ve been doing that for our clients for nearly half a century.

We recognise a financial life plan has to be as unique and adaptable as you are. And it has to evolve and grow with you.

We’ll work closely with you to create the right plan to help you get to where you want to be, with no surprises along the way.

To do that we need you to be true to your values and principles. We need you to be challenging. We need you to be engaged. We need to keep you informed.

We believe in advising you, not your money.
Plan protect grow repeat
Plan. Protect. Grow. Repeat

However well-constructed a plan is, things will change over time. That’s why we never stop protecting your interests and preparing for the future you want. We’ll continue to adapt your financial plan regardless of what life throws at you. It’ll grow and evolve over time, just as you do.

Living your life
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Wealth of learning

There’s a lot of information out there about finances. Some of it’s great. But there’s also a lot of noise. We only bring you information and insight you can trust, to keep you informed on the helpful stuff that effects you.

Plan

Attaching a monetary value to financial advice misses the point

Attaching a monetary value to financial advice misses the point

These days we’re obsessed by value — not just businesses, but individuals too. We all want to make the most of the limited financial resources at our disposal, and quite right too.

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Plan

Your Wealth Window - How Many Months Do You Have Left?

Your Wealth Window - How Many Months Do You Have Left?

There are only two types of people, those who outlive their money and those who don't. Everyone wants to be in the latter group, but as you approach retirement it may be too late to do much about this.

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Plan

Have a plan but be prepared to change it

Have a plan but be prepared to change it

Retirement planning was fairly uncomplicated in the 1970s. Men retired at 65 and women at 60, and because of a relatively generous state pension, even the less well-off didn’t need to worry too much about not running out of money in old age. However, it’s a very different picture today.

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Be safe and secure with the Murphy Wealth App

Make better financial decisions that will help you achieve your goals with the Murphy Wealth app and keep up to date with all of your investment information anytime, anywhere. It’s free to download on your mobile device here.

A wealth of awards

We’re not ones to blow our own trumpet, but when you’ve been awarded so many times for being the best at what we do, well, we can’t be shy can we?

award trumpet
2020
Small Advice Firm of the YearMoney MarketingSmall Advice Firm of the Year
2020
Next Generation Advice Firm of the YearMoney MarketingNext Generation Advice Firm of the Year
2019
Financial Adviser of the YearGrowth Investor AwardsFinancial Adviser of the Year

Get in touch with us today