Kimberley who initially joined us as a summer intern for 10 weeks, has decided that she loves us too much and will now be staying until she starts 4th year in September! She is currently studying towards her BA (Hons) degree in Finance, Investment and Risk at Glasgow Caledonian University....

As you may know, we take pride in helping our clients, but since you have probably heard it from us too often, we thought it would be best for you to hear it straight from the clients themselves! We are extremely excited to be sharing these with you over the course of summer.     Our ...

On June 13th, after Alana was shortlisted, client managers Alana Quinn and Ceara McGrory travelled to the Professional Paraplanner Awards in London. We were then extremely delighted to find out several hours later that Alana had been awarded ‘New Paraplanner of the Year’! Being the supers...

Some of you may remember when our client manager Sarah Stevenson went on maternity leave last August. 10 months later, we welcome not only Sarah back to the business, but also our newest addition to Murphy Group – baby Sam (who is already melting hearts)! Whilst it has been one long journ...

The Breakdown of What Happened In recent weeks, there has been mass media coverage on the high-profile suspension of Neil Woodford’s £3.7bn Equity Income fund. The fund was suffering large withdrawals (near £560m) following relatively poor performance, which subsequently set off a chain r...

One of the common mistakes we’ve found throughout our clients’ portfolios has been neglecting, misunderstanding or missing potential within their pension. Due to changing laws and guidelines around pensions, many business owners let them fall by the wayside and leave them to the bottom of ...

If you’re looking to leave your business in the next 5 years, the time to start planning is now. In your process of working towards this, ask yourself what is your goal? What’s your number? Is it enough to buy a home? A holiday? A retirement fund? Whatever it may be, your next step is figu...

For many of our clients, business is at the very heart of everything that they do and this was certainly the case with David. In his mid-50s and the owner of a medium-sized business, David has spent his career putting his business at the forefront of his priorities – including his finance...

Often our clients come to us with complex problems that go far beyond simple finances. Take, for example, Hugh. In his early 70s and recently retired from his longstanding, third generation family business, Hugh’s sizeable stock portfolio was inherited and hasn’t been well managed over the...