Murphy Wealth strengthens senior team with appointment of Shane Presley
Murphy Wealth has strengthened its senior team with the appointment of experienced financial planner Shane Presley. Joining as a Senior Financial Planner, Shane brings more than 30 years of experience across financial advice, planning and investment management. He will work closely with families, professionals and business owners, while also supporting the firm’s continued growth and […]
Passing down wealth: why starting early makes a bigger difference than you think
As children move into the next stage of life – whether that’s leaving school, choosing a career path, heading off to university or becoming financially independent – many parents start thinking differently about money.. School holidays approaching often also act as a chance to step back and ask: are we setting our children up as […]
Murphy Wealth marks record year as 50th anniversary approaches
Murphy Wealth has reported a record year for turnover and assets under management, as the Glasgow-based financial planning firm prepares to celebrate its 50th anniversary next year. One year after taking on investment from Söderberg & Partners, one of Europe’s largest financial advice groups, Murphy Wealth has seen assets under management rise by 27% year […]
Murphy Wealth announces partnership with rising talent in the Ginetta Junior Championship
Murphy Wealth announces partnership with rising talent in the Ginetta Junior Championship At Murphy Wealth, we believe that success – whether on the track, in business, or in life – is built on strong foundations, clear goals, and the right support system. That’s why we are proud to announce our corporate sponsorship of Bailey Doughtey […]
Should you really sell in May and wait until St Leger’s Day?
Adrian Murphy, CEO of Murphy Wealth, said: “Selling your stocks in May and then not buying back in again until the Doncaster St Leger’s Stakes horse race in mid-September is one of the oldest and best-known adages in investment. The rationale behind it is that investors would often take the summer off and the lack […]
Four ways to reduce inheritance tax on your pension from April 2027
Pensions have long been one of the most tax-efficient ways to build and pass on wealth. However, that position is set to change. From April 2027, unused pension pots could be included in your estate for inheritance tax (IHT). As a result, more families may face a larger tax bill than expected. At the same […]
How did markets behave in 2025?
Now that we’re well into the new year, it feels like a good time to reflect on how markets behaved over the previous 12 months and, importantly, what that means for you and your plan. According to our long-standing investment partner, Dimensional, 2025 was another reminder that markets rarely move in straight lines. Periods of […]
Why even a minor accident could spell disaster for your household finances
According to recent figures from FTAdviser, more than half of UK adults have sustained an injury from an “everyday” accident. These trips, slips, and falls have occurred while: Walking the dog (6%) Cooking (8%) Falling down the stairs (13%). A simple accident could have huge financial implications, from time off work to the cost of […]
7 of the best novels released this autumn to pre-order now
We might not want to admit it, but the nights are drawing in and what counted as summer 2024 is nearly over. Which means it’s time to start thinking about lighting the fire and settling in with a good book. Autumn promises several high-profile releases from bestselling authors like Ali Smith, Haruki Murakami, and Nobel […]
Why “now” is always the right time to revisit your financial protection
It always pays to expect the unexpected. Accident, illness, or tragedy can strike at any time. That’s why financial protection is so important. Protecting your income and your family if the worst happens to you is both the foundation for your long-term plans and the scaffolding that holds the whole thing together. And yet, COVER magazine recently […]