Murphy Wealth

Independent Financial Adviser Murphy Wealth Ltd, Sutherland House, 149 St. Vincent Street, City of Glasgow, Glasgow, G2 5NW
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
We explore, define and enhance your wealth. We do this by taking the time to understand your whole life.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Brian J Murphy ACII Dip PFS
Partner
Adrian Murphy BA DipPFS
Partner
Neil Law
Wealth Manager
What our clients say
I was looking for help with a pension transfer from a divorce settlement. I was also wanting to purchase a house and needed some advise about the Investment. Adrian understood exactly what I was trying to achieve with my finances . He explained everything to so I was able to understand. The investments that Adrian suggested are exactly what I wanted to achieve for my future. I am very happy with my investments for my pension. I feel that Adrian has done all that I would of wished him to do in advising and Investing my money.
Janet Gatford, Cambridge
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 earning 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, Glasgow
After having a law firm dwindle away at my estate, 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 diacalogue 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, Glasgow
Adrian and his team have done a great job in assisting a number of our clients to get greater returns on their money, make provision for retirement and ensure that their family and business are protected from any unforeseeable circumstances. Murphy Wealth adopt a coordinated approach to financial planning and wealth management. They work closely with us (McAllisters Chartered Accountants) and the client's legal advisers to ensure that the client's wealth management plans not only meet their financial needs but also make sense from a tax and legal perspective.
Kenneth McAllister, Glasgow
MURPHY WEALTH HAVE PROVIDED EXCEPTION SERVICE OVER MANY YEARS, HELPING BOTH WITH BUSINESS AND PERSONAL PLANNING. MY FAMILY AND I ARE DELIGHTED WITH EVERYTHING THEY CONTINUE TO DO FOR US.
Hugh McMahon, Glasgow
PROFESSIONAL FINANCIAL SERVICES IS ABOUT KNOWING YOUR CLIENT AND THE DELIVERY OF INCREDIBLE CLIENT CARE. THESE ARE THE STANDARDS I DEMAND FROM MY TEAM AND FROM THE ADVISERS WE USE. MURPHY WEALTH MEET THESE STANDARDS ALL OF THE TIME.
John Collins, Prestwick
In a relaxed but confident manner, Nick took the time to listen to details of our situation and then provided us with a comprehensive and personal plan for our next few years. Having a better idea of projected income and outgoings has given us more confidence in our financial future. It is early days in terms of our plans, hence just 4 stars for Quality of advice and Value for money, but I fully expect to upgrade these to 5 stars once we see the results of Nick\'s advice and plans. I would be happy, and indeed have already, recommended him to friends and colleagues.’
Boyd Meiklejohn, Ayr
Where to find us

Murphy Wealth Ltd, Sutherland House, 149 St. Vincent Street, City of Glasgow, Glasgow, G2 5NW

Make an enquiry
About us

We explore, define and enhance your wealth. We do this by taking the time to understand you, your business and your goals.

We’ve been making the complex simple for 40 years, bringing smart ideas to business leaders, building, then activating a wealth creation and protection plan with you, for you. A plan that will give you the peace of mind that you will get to where you need to get to.

The result is more time, more money and less stress. Freedom to live your life the way you’ve always wanted to.

Our services

On life’s journey, you have countless options.
We offer you A and B.

Admittedly, it’s become a cliché in recent times. But as a way to describe our clients’ ever-evolving financial circumstances, journey, is pretty apt. Especially as we guide them along the way. From managing and driving their established businesses to exit; and beyond.

We’re a different type of professional service. We’re interested in where you aspire to be and how we help you get there. The world of finance can be complex, confusing and frustrating. We don’t expect our clients to be the experts, that’s our job.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

Murphy Wealth is Authorised and Regulated by the Financial Conduct Authority

Similar advisers near you

Financial Adviser (Restricted Whole of Market) 0.03 mi
Your financial goals won’t take care of themselves – but we will. Arrange your no-obligation consultation by calling us today.
 
Independent Financial Adviser 0.05 mi
We are a Chartered Firm of Financial Planners providing independent advice to individuals, business owners, professionals and those nearing retirement.
 
Independent Financial Adviser 0.07 mi
We are the complete wealth management solutions firm of choice across central Scotland.
 
Independent Financial Adviser 0.08 mi
We can be judged by the willingness of many of our clients to recommend us to their family & friends.