Wealthmasters Financial Management Ltd - Laurence Murphy

Independent Financial Adviser  Atlantic House, Charnwood Park, Mynyddbach, Swansea, SA5 7HP
First meeting at adviser's own cost
Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Laurence Murphy
About us

Wealthmasters has been open since 2004 providing fully independent financial planning.

I am based in Carmarthenshire, I travel extensively within my role. We can meet in the office, parking on site or at your home, whichever is more convenient.

I am completely transparent

Awarded Final Salary pension transfer gold standard

Retirement Income specialist

Authorized and Regulated buy the FCA 536087

Our services

I am a Independent Chartered Financial Planner and a Fellow of the personal finance society, which is the highest level.

These qualifications give me technical knowledge to help people and businesses with their financial decisions.

I specialise in retirement planning I have the FCA pension transfer permissions to advice on final salary pension schemes (occupational/frozen) pensions, personal and workplace pensions.

Where to find us
Head office address: Atlantic House, Charnwood Park, Bridgend, SA14 6LL
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020

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