Human First™ financial planning
Financial planning designed around your life, your goals, and the future you want to achieve with confidence and clarity.
Our Specialities
Personalised financial planning and wealth management tailored to you.
- Retirement Planning
- Investment Portfolios
- Estate Planning & Trusts
- Corporate Investment
- Inheritance Tax Planning
- Pensions & Wealth Planning
- Business Protection & Exit
- Profit Extraction
- Final Salary Pensions
- Tax Planning
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.
Benefits
The benefits of having a financial plan designed around you.
What you’ll appreciate most about our approach is the freedom we provide to control and shape your financial future.
With a clear plan in place, you can make informed decisions, adapt to life’s changes, and focus on the things that matter most to you and your family.
Our approach is built around your ambitions, concerns and long-term goals, creating a financial plan tailored to the life you
want to lead.
Through trusted relationships and personal guidance, we help you move forward with greater clarity, confidence and peace of mind.
Financial confidence starts with clarity in the decisions you make for yourself and
your family.
By working towards a shared vision and clear goals, we help you better understand your options, track your progress and feel
more confident.
Financial plans should evolve as life changes, which is why we continue to guide and support you over the long term.
With regular reviews and ongoing advice, Murphy Wealth helps keep your plans
aligned with your goals, priorities and
future ambitions.
Client Stories
See what our clients have to say about the experience they have working with us.
Our Financial Podcasts
FAQs
Answers to some of the questions we’re asked most often.
How do I take money out of my business tax-efficiently?
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.
My financial needs are complex. How do I begin to structure them?
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.
How can I start to plan my exit from my business successfully?
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.
I’ve accumulated a large amount of money but what do I do with it?
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.