Where are you on the business timeline?

Your business has now grown into a thriving company with a place in the market and loyal customers. But, now you have additional demands to cope with. You’re tending to the needs of an expanding customer base; dealing with the competition; accommodating an expanding workforce; and recruiting for key specialist personnel. Whilst you’re spinning all these plates we’ll support and advise you on:

  • Protection like key person or business life insurance for you and your shareholders.
  • Independent financial advice to help you build your personal wealth.
  • Pension review, consolidation or transfer.
  • Tax efficient planning for you, your estate and your family’s inheritance.
  • Your changing needs as a business owner and how you can tap into
    our network of professional services.

Your desire for a larger market share or to find new revenue and profit streams means you’ve hit a new period of growth. New markets and distribution channels are opening up and you now have employees that handle things that you no longer have the time or inclination to do yourself.

We support you through this phase of your business journey by discussing your ambitions and options advising you on:

  • Potential acquisitions.
  • Funding and investment for the business.
  • Tax efficient planning for you, your estate and your family’s inheritance.
  • Introducing you to other professional services and like-minded business owners.

Your business’ sales and profits are stable, but competition remains fierce. Your starting to think about what might be next. You’re conscious that sales will start to fall off and a decision is needed whether to expand or exit the company. As business owners, ourselves we understand this, and will work with you to identify:

  • What your ideal future looks like.
  • What you need to support that future and why – your “number”.
  • How you can get to that number.

You’ve chosen to cash in on all that hard work and leave the next stage of the business journey to someone else. You’ll be looking to make a full or partial sale. We can help you explore the options whilst supporting or advising you on:

  • What exit and post-exit looks like now that you have the “number”.
  • Income and inheritance tax.
  • Succession planning.
  • Other opportunities.

Well, the day finally came. You’ve left. Not so much THE END as a brand-new start. We’ll work with you to understand your goals and help you on your way. And keep you on track by managing your tax, investments ensuring that your family is looked after throughout your retirement and beyond.

A wealth of gratitude.
Kind words from happy clients.

“I took advice from a friend to have a chat with Adrian. I only wish I had his advice 10 years earlier! I needed someone who wasn’t going to pull the wool over my eyes, and explain things in plain simple English without empty financial jargon. I’m a younger client so it was also important that he had my best interests to mind and was able to really to open a casual but professional dialogue about my future. Adrian went the extra mile for me.
He helped me understand a stressful confusing past of financial relationships that had been abused. He stood by me like a guardian angel and helped me get closer to some answers I needed. He suggested a clear and productive long-term investment plan for my future and set my mind at ease by going through all the details in plain, easy, non-threatening English. It’s really too early to say. So far it seems good and I am so much happier and more confident than I was before about my investment. Adrian and his team are fantastic, professional, friendly and supportive.”
Kayleigh Groves, Artist

“A lump sum of money that I wanted advice on. Adrian researched my options which would help achieve my financial goals. He then managed my investment and will continue to monitor it going forward. Early days yet, but I am hopeful.”
John Wright, Engineer

“Initially I required advice on setting up a personal pension. I had amassed quite a lot of savings and needed advice on where best to invest. Firstly, Adrian has been very friendly and immediately put me at ease when talking about a subject that I found quite alien. Through various conversations and some risk profiling exercises, Adrian was able to get a sense of what financial products best suited me. As my earnings have increased, Adrian has tailored his advice to suit my needs. I now have a number of investments through Murphy Wealth. Adrian has always been proactive in advising me, and has taken the time to get to know me and my business. He continues to advise me and I have no hesitation in picking up the phone for a chat at any time. Yes, I am happy with the products I have invested in and the advice I have received. I particularly like that Adrian and Murphy Wealth are aware of the most recent developments in the financial world, and changing legislation. He has made me aware of products that I have benefited significantly from in relation to tax relief advantages.”
Lloyd Murdoch, Company Director

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