We’re now a Glasgow-based wealth management advisory firm of over 40 years’ standing. But when we opened our doors for the first time, we had a tiny office in Ayr. Our MD then is our current CEO’s father. And that former MD is now our Chairman.
Since that time, it’s been our privilege to look after the interests of the owners of many different types of businesses. Providing independent financial advice and creating wealth for them. Helping them to protect what they have; both for them personally and for their families. Given that we’re essentially a family business ourselves, that matters a lot to us.
Our aim has always been to do the opposite of blinding with science. We present everything as clearly as we possibly can. We never let specific financial complexities confuse matters. We have the wealth management expertise and experience to meet your personal financial goals.
Just as we've met the goals of clients continuously since 1977.
Adrian joined the business in 2004 and became partner in 2014. He became MD in 2016, after its incorporation. He says he enjoys his role of “developing the business from the inside and developing relationships with key partners on the outside”. Which probably makes him sound a little more like John le Carré than he actually is. He supports a number of charitable organisations, including ACE Race Running, for which he once deliberately flung himself from an aeroplane in mid-flight.
Brian set up Murphy Wealth in Ayr back in 1977. Twelve years previously, his career began at the City of Glasgow Friendly Society. Which, to the rest of us, sounds absolutely adorable. Ten years at Norwich Union (now Aviva) followed. Some of his original Murphy Wealth clients are still with us today. We’ve debated whether we’ll ever allow him to retire to the golf course full-time. But the jury’s still out on that. Admittedly, he occasionally sneaks off to play a few holes. But we’ve had him electronically tagged, and always manage to drag him back again.
Neil’s banking background has proved invaluable for his work as an advisor and in his corporate planning roles. He’s been in the financial services industry since the early 1990s; and has worked in an exclusively advisory capacity since 2000. He moved into wealth management in 2006, where he’s advised high-net-worth individuals and business owners. Neil, much like Brian, is a keen golfer. Although Neil is keen to claim that when they’re playing, they’re not really alike at all.
Fiona has recently joined the team, bringing with her a wealth of experience having worked in Financial Services since 2004, and is an Associate Member of the Chartered Institute of Personnel and Development (CIPD). Fiona loves all types of sport especially football, is an avid music and film fan, and enjoys supporting local and national charities through fundraising and volunteering.
Executive Personal Assistant
With a love of books and films, Kirstie is our resident Sci-Fi geek. Here to look after our clients, she has a HNC in Accounting and has spent over 12 years in and around the financial services world. In her spare time, Kirstie loves to travel and experience new places, but closer to home likes to keep fit - mostly to counterbalance her sugar addiction!
Since joining in 2016, Sarah writes our client reports but is mainly known for her ‘We Will Rock You’ mentality. As the office ‘Funny Girl’ she has, supposedly, been heard greeting clients with ‘Hello, Dolly’.
Sarah decided at an early age that Financial Services was for her and has subsequently spent her entire career in the industry. If you hadn’t already guessed, Sarah also has a love of musicals so if she's ever feeling ‘Les Miserables’ then chances are she can be found in the theatre.
A Glasgow Caledonian University graduate with a first-class honours degree, Ciaran was originally a summer intern at Murphy Wealth. By the time his three months were up, his abilities had become very obvious. So we immediately confiscated his shoes and barred the exits. Consequently, almost three years later, he’s still here. He’s currently working on a technology update and a some client experience projects.
Alana has recently been promoted to Client Manager within the team after successfully completing time as an Administrator. A recent Honours graduate in Finance, Investment and Risk she comes to us via a year out travelling solo around South East Asia. As a keen horsewoman, Alana spends most of her spare time at the stables or riding and competing with her horse, Aria.
A recent graduate in LLB Law from the University of Strathclyde, Ceara decided that the lure of the financial sector was more of a challenge than a career in law. Ceara has recently been promoted to Client Manager after much success in her Administrator role. A keen spectator of tennis and football, her real passion is the theatre and in particular musicals.
Angela recently joined the team with over 20 years in financial services. She brings a wealth of Administration experience and understands the need for excellent customer service. In her spare time Angela enjoys having fun with her grandchildren who keep her fit by joining in with their trampolining antics.
Suzanne has recently joined the team with over 25 years in financial services. She brings a wealth of experience and knowledge to the company (including fun facts!). Out of the office, she enjoys hill-walking and bagging a few new Munro's. In fact she met her husband at the top of a mountain!
Marketing and Events Manager
Letitia recently joined us after volunteering in Japan and Hong Kong for 2 years. With 3 years of banking experience, she has now taken the reins of our social media and events planning. When not dashing about to capture our best moments, Letitia will most likely be hiking, baking or exploring the latest food scenes.
Sophie joins us from Glasgow Caledonian University having recently obtained a degree in Finance, Investment & Risk in addition to her HND in Accounting. Outwith the office, Sophie spends her time pursuing her musical interests across various musical instruments (because one is never enough). Alongside her enthusiasm for music, Sophie has a passion for sport. A keen football fan, her weekends are constantly filled with attending competitive matches or competing for a local shinty team.
After being dazzled by Kimberley coming 1st place in our competition with Glasgow Caledonian University - we offered her an internship! Unsurprisingly following in the steps of many within the office, Kimberley is studying BA (Hons) Finance, Investment and Risk. She enjoys keeping fit, particularly by playing football and being a winger for both Glasgow Caledonian University and Broomhill Sports Club. You may also find her adventuring through the likes of Finnich Glens Devils Pulpit, Glen Etive’s rivers and the salt mines in Krakow.