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Patrick Murphy Cfp, Chartered Financial Planner Email & Phone Number
Chief Executive Officer
at
Sustain Momentum Ltd
1 work email found
@thinc.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive Officer
Location
London, England, United Kingdom
Company size
Who is Patrick Murphy Cfp, Chartered Financial Planner? Overview
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Quick answer
Patrick Murphy Cfp, Chartered Financial Planner is listed as Chief Executive Officer at Sustain Momentum Ltd, a company with 1 employees, based in London, England, United Kingdom. AeroLeads shows a work email signal at thinc.com and a matched LinkedIn profile for Patrick Murphy Cfp, Chartered Financial Planner.
Patrick Murphy Cfp, Chartered Financial Planner previously worked as Financial Planner at Fidelius Group and Chairman and Trustee of the Zen Wealth Charitable Foundation at Trustee. Patrick Murphy Cfp, Chartered Financial Planner holds Ba (Hons), Financial Services from Napier University.
Company email context
Email format at Sustain Momentum Ltd
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*@thinc.com
68% confidence
AeroLeads found 1 current-domain work email signal for Patrick Murphy Cfp, Chartered Financial Planner. Compare company email patterns before reaching out.
Profile bio
About Patrick Murphy Cfp, Chartered Financial Planner
I am a Financial Planner at Fidelius Ltd, a Chartered Financial Planning firm that advises wealthy families, professionals, trustees, and business owners on how to optimize their personal financial planning. With over 25 years of experience in this role, I have developed a wealth of expertise in financial planning, trust advice, wealth management, pensions advice, and investment management.As a Fellow of the Personal Finance Society, the Institute of Financial Planning, and a Certified Financial Planner, I uphold the highest standards of ethics, professionalism, and competence in the financial services industry. I work with my clients to understand their goals, values, and aspirations, and to design and implement tailored solutions that suit their needs and preferences. I also chair and support the Zen Wealth Charitable Foundation, which aims to relieve poverty and hardship around the world. My mission is to help my clients and the wider community achieve financial peace of mind and make a positive difference in their lives.
Listed skills include Wealth Management, Financial Planning, Pensions, Inheritance Tax Planning, and 25 others.
Current workplace
Patrick Murphy Cfp, Chartered Financial Planner's current company
Company context helps verify the profile and gives searchers a useful next step.
Sustain Momentum Ltd
13 roles · 51 years
Patrick Murphy Cfp, Chartered Financial Planner work experience
A career timeline built from the work history available for this profile.
Financial Planner
Current
Jul 2024 - Present
Chairman And Trustee Of The Zen Wealth Charitable Foundation
Current
Trustee
The Zen Wealth Charitable Foundation has been set up to assist in the relief of hardship / poverty, among people living anywhere in the world. Almost half the world — over three billion people — live on less than $2.50 per day.
Aug 2015 - Present
Managing Partner
Zen Wealth Llp
I am the managing partner for Zen Wealth LLP, Chartered Financial Planners. We are a private client Chartered Financial Planning firm and we advise wealthy families, professionals from the Legal, Accountancy, Medical and Dental Professions, Sports Personalities, Trustees, Small and Medium Sized Enterprises and successful Business Owners/Directors,–.
Sep 2012 - Jul 2024
Practice Head
Financial Planning Advice, Pensions Advice, Tax Planning, Investment Planning, Trust Advice, Wealth Management.
Jan 2011 - Jul 2012
Head Of Professional Standards And Adviser Support
Responsible for building the Bluefin advice proposition, advice standards and training programme.
Oct 2009 - Jan 2011
Head Of Professional Standards And Adviser Support
Bluefin Advisory Services
2009 - Jan 2011
Director Of Financial Planning
Thinc
2005 - 2007
~2 yrs
Financial Adviser
Tribune
1993 - 1997
~4 yrs
Sales Director - Lifetime Assurance
Bank Of Ireland
Responsible for building and running a team of financial advisers, throuout the UK.
1990 - 1992
~2 yrs
Sales Director - Lifetime Assurance
Bank Of Ireland
1990 - 1992
~2 yrs
Sales & Marketing Director
Criterion Assurance Group
1985 - 1991
~6 yrs
Broker Consultant
Hambro Life
1975 - 1979
~4 yrs
2 education records
Patrick Murphy Cfp, Chartered Financial Planner education
Ba (Hons), Financial Services
Education record
Queen Elizabeth Grammar School, Wimborne, Dorset
FAQ
Frequently asked questions about Patrick Murphy Cfp, Chartered Financial Planner
Quick answers generated from the profile data available on this page.
What company does Patrick Murphy Cfp, Chartered Financial Planner work for?
Patrick Murphy Cfp, Chartered Financial Planner works for Sustain Momentum Ltd.
What is Patrick Murphy Cfp, Chartered Financial Planner's role at Sustain Momentum Ltd?
Patrick Murphy Cfp, Chartered Financial Planner is listed as Chief Executive Officer at Sustain Momentum Ltd.
What is Patrick Murphy Cfp, Chartered Financial Planner's email address?
AeroLeads has found 1 work email signal at @thinc.com for Patrick Murphy Cfp, Chartered Financial Planner at Sustain Momentum Ltd.
Where is Patrick Murphy Cfp, Chartered Financial Planner based?
Patrick Murphy Cfp, Chartered Financial Planner is based in London, England, United Kingdom while working with Sustain Momentum Ltd.
What companies has Patrick Murphy Cfp, Chartered Financial Planner worked for?
Patrick Murphy Cfp, Chartered Financial Planner has worked for Sustain Momentum Ltd, Fidelius Group, Trustee, Zen Wealth Llp, and Bluefin Personal Consulting.
How can I contact Patrick Murphy Cfp, Chartered Financial Planner?
You can use AeroLeads to view verified contact signals for Patrick Murphy Cfp, Chartered Financial Planner at Sustain Momentum Ltd, including work email, phone, and LinkedIn data when available.
What schools did Patrick Murphy Cfp, Chartered Financial Planner attend?
Patrick Murphy Cfp, Chartered Financial Planner holds Ba (Hons), Financial Services from Napier University.
What skills is Patrick Murphy Cfp, Chartered Financial Planner known for?
Patrick Murphy Cfp, Chartered Financial Planner is listed with skills including Wealth Management, Financial Planning, Pensions, Inheritance Tax Planning, Trusts, Asset Management, Wealth, and Investments.
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