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.
Director of Financial Planning
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 joined the team in 2018, bringing with her a wealth of experience having worked in Financial Services since 2004. She 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!
Client Team Leader
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.
John joined us in 2020 bringing a wealth of experience from his business career spanning over 30 years. A CA by trade, John worked for Ernst & Young before moving into investment banking. He also set up a consultancy business before becoming Managing Director of an investment and property management company. Away from work he can be found on the tennis courts, football pitch (yes still!), golf course or chilling with his family.
Marketing and Events Manager
Letitia 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 digital marketing, client experience 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.
Senior Client Manager
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.
Senior Client Manager
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.
Adam has been working in the financial services space since graduating in 2014, and really enjoys the buzz of the industry. When not working, Adam can be found taking up new sports with the change of the seasons. His most recent has been Kickboxing and Brazilian Jiu Jitsu, much to the dismay of his family when he asks to show them his 'cool new moves' that he has learnt.
Sophie joins us from Glasgow Caledonian University having recently obtained a degree in Finance, Investment & Risk in addition to her HND in Accounting. Outside 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.
Kimberley joined us as a summer intern after coming 1st place in our university competition. She is currently working with us part-time whilst in her last year studying BA (Hons) Finance, Investment and Risk at Glasgow Caledonian University. Kimberley enjoys keeping fit by playing sports, particularly football. When she isn't a winger for both Glasgow Caledonian University and Broomhill Sports Club, she can be found adventuring in places like Finnich Glens Devils Pulpit and Glen Etive’s rivers.