George Murphy planner profile

CFP, AFPC (Diploma PFS), G10 Taxation & Trusts, G20 Personal Investment Planning, SV1 Savings & Investments, Registered Life Planner (Kinder Institute)

Those who are serious about money, perhaps too busy to organise themselves financially. Striving to get the work/ life balance right. Trying to achieve/ maintain financial independence and ease around money.

Clients approaching retirement who want to implement a strategy for a secure retirement and financial independence. People who have already retired and want to continue enjoying their retirement whilst planning to financially assist their children. Our clients are secure in the knowledge that all advice given is truly impartial, as we charge on a fee basis to avoid any concerns about commission. Fees are discussed in detail at an initial meeting, which is at our expense.

George is a Certified Financial Planner and a Registered Life Planner. He is always happy to work with clients' other advisors and he actively co-ordinates legal and accountancy advice within the Financial Planning framework. To successfully bring a financial plan to life and start it working, requires it to be built on trust and a long term relationship. It is therefore important that we have the keenest understanding of how we can help the clients achieve what they want before we assess appetites for risk and their current financial position.