In what for many has been a challenging market environment over the last year, at Murphy Wealth we’ve continued to go from strength to strength. Recently we were delighted to find out that we’ve been shortlisted for
The Money Marketing Awards 2018, Small advice firm of the year.
It’s been a rigorous but rewarding process so far. Looking back on the company’s performance over the last 12 months and to be able to demonstrate our track record in providing overall advice to our clients has been
a real positive.
We have continued to place ourselves at the forefront of innovation and development within our industry by launching our new branding and embracing our ‘Refreshingly Simple’ philosophy to become a filter for everything we do across the business.
We’ve grown our staffing levels with the focus on making the client experience the best in the industry so that our clients look forward to coming in to see us. Last year also saw heavy investment in technology to support the future growth of the business, including the implementation of a CRM system, cash flow modelling software and our newly launched app – enabling our clients
to access all the financial data in one place, under one password.
The last 12 months has not been without its challenges, Brexit, MiFID II and GDPR to name but a few. But we’ve worked hard to ensure that Murphy Wealth is fully compliant for what we see as an exciting and bright future for our business.
All that and we reached a major milestone too. Not bad for a business that’s just celebrated 40 years of being in business!
The Money Marketing Awards 2018 are being held on Thursday 21 June at the Artillery Garden at the HAC, London. Fingers crossed for a successful night and we walk away with a much-coveted gold bar!
[Webinar] In conversation with Justin King: Your life plan and why it matters now
You may have heard us talking about Life Planning recently. We want to make sure that you get the opportunity to understand why Life Planning could be a game-changer for you to achieve your goals and be truly fulfilled. Join our webinar with CEO Adrian Murphy and Financial Planner Justin King to find out more.Read more