Community & Awards

Celebrating the awards, recognition and trusted reputation Murphy Wealth has built through its commitment to clients & financial planning excellence.

Recognised in the Citywire NMA Top 100 for outstanding financial planning excellence.

Recognising technology enhancing our Human First™ approach & client outcomes.

Recognised across multiple Money Marketing categories for advice excellence and innovation.

Adrian Murphy was recognised at the Growth Investor Awards, celebrating those who help SMEs thrive.

Work in the community

Giving back through charity work, local support and meaningful community initiatives.

Murphy Wealth has named MND Scotland as its official charity partner, continuing our support for people and families affected by motor neurone disease.

Through awareness, charitable giving and community involvement, we help fund vital care, research and practical support across Scotland.

We work alongside STAC, a not-for-profit organisation supporting start-up tech businesses through an 18-month education programme designed to help companies.

As proud sponsors, we recently welcomed the latest cohort to our Glasgow office, sharing how Murphy Wealth will support their journey and help strengthen Scotland’s tech.

Our CEO and Chairman of MND Scotland, Adrian Murphy, has taken on a series of demanding endurance challenges to raise awareness & support for causes close to him.

From the Monster Triathlon to Chase the Sun North UK, his efforts have helped raise vital funds for MND Scotland and support those affected by motor neurone disease.

Murphy Wealth continues to support MND Scotland through fundraising initiatives, community events, team-led activity and involvement in moments.

By bringing colleagues, clients and supporters together, we help raise valuable donations and awareness for people living with MND and their families.

How we do it

A simple process built around your life, goals, and future.
Plan

From the very first meeting, we focus on understanding your goals, ambitions, and concerns so we can create a financial plan tailored entirely to you.

Protect

Once your financial plan is in place, we’ll help protect what matters most – from your family’s future to the value of your savings
and investments.

Grow

Growth means more than investments. We focus on your personal progress and helping you take the right steps towards achieving your goals.

Repeat

As life changes, your financial plan should adapt too. That’s why we continually review and evolve your plan to help keep you on track for
the future.

Client Stories

See what our clients have to say about the experience they have working with us.

FAQs

Answers to some of the questions we’re asked most often.

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.

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.

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.

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.

Qualifications

Diploma in Regulated Financial Planning
The RQF level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.

Investment Management Certificate
The IMC is the benchmark entry-level qualification into the UK investment profession. It delivers the threshold competency knowledge required by investment professionals involved in portfolio management, research analysis, and other front office investment activities.

Certified Financial Planner™

The Certified Financial Planner™ (CFP) accreditation is recognised globally as the gold standard for financial planning professionals.

It is awarded by the Chartered Institute for Securities and Investment (CISI) and is only granted where the holder can demonstrate they meet rigorous international competency, ethical and professional practice standards.

Qualifications

J09 (Paraplanning)
At the end of this unit, candidates should be able to demonstrate their ability to understand the role of the paraplanner in providing financial services, and evaluate and analyse the customer’s financial circumstances to provide potential solutions.

J10 (Discretionary Investment Management)
At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.

R03 (Personal Taxation)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R04 (Pensions and Retirement Planning)
This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

R06 (Financial Planning Practice)
This qualification helps advisers develop and demonstrate their financial planning capabilities.

CF1 (UK Financial Services, Regulation and Ethics)
This qualification develops an understanding of the financial services industry, including regulation and legislation.

CF4 (Retirement Planning)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

FA5 (Individual Savings Account Administration)
This qualification develops an understanding of investment issues, together with detailed guidance on the administration of individual savings accounts.

GR1 (Group Risk)
This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

R01 (Financial Services, Regulation and Ethics)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R02 (Investment Principles)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R05 (Financial Protection)
This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

Diploma in Regulated Financial Planning
The RQF level 4 diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.

DipPFS (Diploma in Financial Planning)
This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

Certificate in Discretionary Investment Management (CertPFS (DM))
The RQF level 4 certificate develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.

Certificate in Investment Operations
This level 3 certificate provides essential knowledge and skills for those working in a range of administrative and operational investment roles.

Certificate in Financial Services (General Route)
This route develops knowledge and understanding of the financial services industry in general, including regulation and legislation, and the fundamental aspects of customer service, administration and marketing in financial services, and key retail investment products.

Certificate in Financial Planning (Life & Pensions route)
The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

Certificate in Paraplanning
This level 4 certificate offers a dedicated qualification route, developing paraplanning skills, expertise and advanced technical knowledge in several key advisory areas.

Qualifications

J06 (Investment Principles, Markets and Environment)
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision-making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

R01 (Financial Services, Regulation and Ethics)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R04 (Pensions and Retirement Planning)
This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

CF6 (Certificate in Mortgage Advice)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

FP1 (Financial Services and their Regulation)
Assesses an understanding of the financial services industry, including regulation and legislation.

FP2 (Protection, Savings and Investment)
Assesses an understanding of protection, savings and investment products.

FP3 (Identifying and Satisfying Client Needs)
Assesses an understanding of conducting a fact-find, assessing the client’s needs, and recommending specific (appropriate) financial products to meet those needs.

DipPFS (Diploma in Financial Planning)
This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

FPC (Financial Planning Certificate)
A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.

Cert CII (MP) (Certificate in Mortgage Advice)
The level 3 certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

CertCII (Life and Pensions) (Certificate in Financial Planning (Life & Pensions route))
The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

Rikky Alexander
Client Service Associate

Coming soon. Profile information will be updated shortly.

Pearse Murray
Paraplanner

Pearse joined the team in August 2024 after completing his Masters degree in Economics and Finance at the University of Strathclyde. His love for the subjects and passion for working with people makes Murphy Wealth the perfect place for him to start his career. Outside of work Pearse enjoys running, cooking and the occasional
pub quiz.

Ellen Keefe
Paraplanner

Having completed her bachelor’s degree in International Business with Economics at the University of Strathclyde, Ellen joined Murphy Wealth for an internship during Summer 2023.

After travelling and living in Australia for a year, Ellen knew she wanted to come back to the Murphy Wealth team and begin her career in financial services. Outside of work Ellen enjoys travelling, running, and spending time with friends and family.

Reade Lewis
Paraplanner

Reade joined our team in April 2024. He graduated from the University of Brighton with a degree in Chemistry and is currently studying for a Diploma in Regulated Financial planning with the CII alongside his work.

Reade is passionate about understanding your stories and goals. In his spare time he enjoys cooking for friends and family, hiking, and running.

Scott McDonald
Client Service Associate

Scott graduated in 2023 with a degree in Economics from the University of Glasgow. In his role, he supports the paraplanner with administrative tasks pre- and post-client meetings. He also takes part in many client meetings, making sure to capture everything discussed.

Oliver Bass
Financial Planner

Coming soon. Profile information will be updated shortly.

Jay Tallis
Senior Paraplanner

Jay has worked in financial services for 17 years, spending 15 of those as a paraplanner.

In his role, he discusses cases with the financial planners, investigates and researches appropriate solutions, prepares annual planning meetings and new business packs, and then implements recommendations.

Sarah Stevenson
Financial Planner

Sarah began her career in financial services when she was 16 years old, and she has worked in positions ranging from office junior and administration manager to
financial planner.

Sarah gets to know clients and ensures they understand the value we can add. She demonstrates this through cashflow modelling. Sarah ensures all clients experience the best level of service.

Fiona Frew
People & Operations Director

Fiona has more than 20 years of experience in financial services and has been with us since 2018. Her role covers all aspects of HR and operations.

However, for Fiona, her most important role is to deliver a Human First™ approach to the team, who are all at different stages of their journeys, by helping them to realise their career aspirations and personal goals.

She also drives our client experience, oversees board operations and manages compliance and governance.

John Moran
Commercial Director

John has more than 35 years of experience in various roles, including chairman, non-executive and CEO. His career has spanned professional services, investment banking, business consultancy and property investment and management.

John guides the board to deliver on our Human First™ strategy and ensure the required governance is embedded throughout the business. He uses his experience to help entrepreneurial clients with their businesses when issues or opportunities arise.

Adrian Murphy
CEO

Adrian believes there’s a better way to deliver financial guidance and advice in a modern, connected world. His focus on human-first behaviour and an evidence-based approach to financial planning informs everything he does.

Adrian has achieved the active Registered Life Planner designation by the Kinder Institute, one of the highest designations awarded and one of only a handful
in Scotland.