Wealthmasters Financial Management Ltd - Laurence Murphy
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
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Home and leisure
Income protection insurance
Payment protection insurance
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 19th October 2020
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
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
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
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Online (Live chat, video, email)
Face to face