Your team, our family

Through our Human First approach we build relationships for the long term, both within the company and with our clients

Your team, our family
Murphy Wealth, Est. 1977

We’ve grown from a small, family-run business because we understand the importance in receiving advice tailored to you. We don’t take a ‘one-size-fits-all’ approach to financial planning, we take time to get to know you.

And over the last 40 plus years we have developed by providing the best service available, so we can to help our clients reach their individual aspirations.

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Adrian MurphyCEO

Adrian is the CEO of Murphy Wealth. He believes there’s a better way to deliver financial guidance and advice in a modern, connected world. His focus on a human-first, behaviour and evidence-based approach to financial planning informs everything he does. Adrian has achieved active Registered Life Planner designation by the Kinder Institute - one of the highest designations awarded and one of only a handful in Scotland.

In his spare time Adrian supports a number of charitable organisations. He is also the Chair of MND Scotland.

Brian MurphyFounder

Brian set up Murphy Wealth in 1977. His financial services career began at the City of Glasgow Friendly Society in 1965. Ten years at Norwich Union (now Aviva) followed. Some of Brian’s original clients are still with us today. We’ve debated whether we’ll ever allow him to retire to the golf course full-time, but the jury’s still out. He occasionally sneaks off to play a few holes. But we’ve had him electronically tagged, and always manage to drag him back again.

Neil LawDirector of Financial Planning

Neil’s gained a massive amount of knowledge and experience having worked in the financial services industry since the early 1990s. A banking background has proved invaluable for his work as an advisor and in his corporate planning roles. Neil has worked in an advisory capacity since 2000. He moved into wealth management in 2006, where he’s advised high-net-worth individuals and business owners. 

In his downtime you’re likely to find Neil relaxing on the fairway of his local golf course. 

Fiona FrewPeople & Operations Director

Fiona joined the team in 2018, bringing with her a huge amount of financial services experience and an abundance of positivity. Fiona is an Associate Member of the Chartered Institute of Personnel and Development (CIPD). She loves all types of sport especially netball and football, is an avid music and film fan, and actively supports local and national charities through fundraising and volunteering.

John MoranGroup Chairman

John joined us in 2020 bringing a wealth of experience from his business career spanning over 30 years. A Chartered Accountant by trade, John worked for Ernst & Young before moving into investment banking. He also set up a consultancy business before becoming Managing Director of an investment and property management company.  Away from work, John can be found on the tennis court, football pitch (yes still!), golf course or simply chilling with his family.

Sarah StevensonFinancial Planner

Sarah decided at an early age that Financial Services was for her and has subsequently spent her entire career in the industry. She joined the Murphy Wealth family in 2016 and writes all our client reports.  Sarah is a big lover of musicals so if she's ever feeling ‘Les Miserables’ then chances are she can be found in the theatre.

Oliver BassSenior Paraplanner

Oliver graduated from Dundee University in 2020 achieving a 1st Class Honours degree in Mathematics. After working with Mitsubishi Bank for 12 months, he joined our Graduate Programme. Outside of work, Oliver has a strong interest in sport, mainly football and rugby.

Scott McDonaldClient Service Associate

Scott graduated from The University of Glasgow where he studied Economics, and notes his time at University as very enjoyable and that it taught him many skills he was able to bring forward into working life. Scott was heavily involved in the Tennis and Golf clubs at Uni which was the highlight of his experience by helping at events, organising socials and running the range sessions all helping towards his development in social settings. Working with people became increasingly more enjoyable both at work and Uni and upon learning about Murphy Wealth’s ‘Human First’ approach to wealth management it became clear we were closely aligned.

Jane HendersonSenior Paraplanner

Several years in performing arts as a dancer preceded Jane’s established career in financial services.  She recently joined Murphy Wealth having worked for various financial services companies in London and Aberdeen.  In her downtime you will see Jane in the dress circle watching musical theatre, at a music gig, or walking in local parks with her black Labrador Ralf! 

Keith HarrisonSenior Financial Planner

Keith has recently joined us bringing 20 years experience in financial services, having started in the industry in 2002. Keith's focus is on you and your goals, and his passion lies in helping people make these goals a reality. 

When not working, Keith loves spending time with his family, travelling when possible, and swiping crudely with a stick at a little white ball in an attempt to play golf.

Oisin Murphy-MiddletonClient Service Associate

Oisin has recently graduated with a Masters degree in Finance and Management which has furthered his knowledge in finance and ambition for a career in the financial management sector to work and grow around similar people. Oisin's time away from work involves a lot of sports and physical activities with friends, mostly football, having played in many countries during his schooling. During any free weekends when not playing sports, he thoroughly enjoys a good book or time with friends for a catch-up.

Jay TallisSenior Paraplanner

Jay joined us in January 2024 having moved from Liverpool to Glasgow last year. He has worked in financial services since graduating from the University of York with an Honours degree in History, and in paraplanning for 15 years. Away from the office Jay enjoys food, travel, and has a real passion for words – he reads copiously and has been known to write the occasional short story.

Rachel McLaughlinClient Service Associate

Joining us in April 2024, Rachel moved to financial services following a time in Social Work. The ever-evolving industry and the professional and personal growth opportunities quickly made it clear, that this was her chosen career path. In her spare time, she enjoys wild swimming and hiking with her Jack-Tzu, Rosie and spending time with friends and family, normally prepping something tasty in the kitchen. 

Reade LewisClient Service Associate

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.

Connor ListerIntern

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