Wealthmasters Financial Management Ltd - Laurence Murphy

Independent Financial Adviser  Atlantic House, Charnwood Park, Castle, Swansea, SA14 6LL
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 19th October 2020
Meet our advisers
Laurence Murphy
What our clients say
Needed to plan for retirement Changed our ideas on conventional savings, analysed our attitudes to risk, and amended our savings accordingly. Investments are performing to be on track for desired income and retirement date
Madeleine Davies, Swansea
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)
£50,000
Minimum pension value
£100,000
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 19th October 2020

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