Your team, our family
Through our Human First approach we build relationships for the long term, both within the company and with our clients
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.
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 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.
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.
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.
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.
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.
Alana QuinnFinancial Planner
Alana joined Murphy Wealth in 2017 and is one of our newly promoted Financial Planners. An Honours graduate in Finance, Investment and Risk, our intrepid adventurer Alana came to us after taking a year out travelling solo around South East Asia. As a keen horsewoman, Alana spends most of her spare time at the stables or riding and competing with her horse, Aria.
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.
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!
Emma joined our graduate programme in 2021 after graduating with a Bachelor of Laws from the University of Glasgow. Emma is an international netball player having represented Scotland at age group level and senior, playing for the 'Scottish Thistles'. In her free time, Emma enjoys the outdoors, going for coffee, and listening to Fleetwood Mac.
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 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.
Ruairidh has recently graduated with a degree in Finance and Economics from Strathclyde University which provided him with a strong insight into financial markets and understanding of the global economy. Ruairidh's main hobby is either playing or watching many sports, being a rugby player for as long as he can remember and having had the opportunity to play many games throughout Scotland and England representing many teams. During any free weekends when not playing sports, he thoroughly enjoys meeting up with friends to relax and watch the football or go out for a nice meal.