Patrick Murphy Cfp, Chartered Financial Planner

Patrick Murphy Cfp, Chartered Financial Planner Email and Phone Number

Chief Executive Officer @ Sustain Momentum Ltd
London, GB
Patrick Murphy Cfp, Chartered Financial Planner's Location
London, England, United Kingdom, United Kingdom
Patrick Murphy Cfp, Chartered Financial Planner's Contact Details

Patrick Murphy Cfp, Chartered Financial Planner work email

Patrick Murphy Cfp, Chartered Financial Planner personal email

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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.

Patrick Murphy Cfp, Chartered Financial Planner's Current Company Details
Sustain Momentum Ltd

Sustain Momentum Ltd

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Chief Executive Officer
London, GB
Employees:
1
Patrick Murphy Cfp, Chartered Financial Planner Work Experience Details
  • Sustain Momentum Ltd
    Chief Executive Officer
    Sustain Momentum Ltd
    London, Gb
  • Fidelius Group
    Financial Planner
    Fidelius Group Jul 2024 - Present
  • Trustee
    Chairman And Trustee Of The Zen Wealth Charitable Foundation
    Trustee Aug 2015 - Present
    London, United Kingdom
    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.
  • Zen Wealth Llp
    Managing Partner
    Zen Wealth Llp Sep 2012 - Jul 2024
    London, United Kingdom
    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,– generally speaking people who are too busy being successful to look after their own personal financial planning.
  • Bluefin Personal Consulting
    Practice Head
    Bluefin Personal Consulting Jan 2011 - Jul 2012
    Aldgate
    Financial Planning Advice, Pensions Advice, Tax Planning, Investment Planning, Trust Advice, Wealth Management.
  • Bluefin Group
    Head Of Professional Standards And Adviser Support
    Bluefin Group Oct 2009 - Jan 2011
    Responsible for building the Bluefin advice proposition, advice standards and training programme.
  • Bluefin Advisory Services
    Head Of Professional Standards And Adviser Support
    Bluefin Advisory Services 2009 - Jan 2011
  • Thinc
    Director Of Financial Planning
    Thinc 2005 - 2007
  • Tribune
    Financial Adviser
    Tribune 1993 - 1997
  • Bank Of Ireland
    Sales Director - Lifetime Assurance
    Bank Of Ireland 1990 - 1992
    Responsible for building and running a team of financial advisers, throuout the UK.
  • Bank Of Ireland
    Sales Director - Lifetime Assurance
    Bank Of Ireland 1990 - 1992
  • Criterion Assurance Group
    Sales & Marketing Director
    Criterion Assurance Group 1985 - 1991
  • Hambro Life
    Broker Consultant
    Hambro Life 1975 - 1979

Patrick Murphy Cfp, Chartered Financial Planner Skills

Wealth Management Financial Planning Pensions Inheritance Tax Planning Trusts Asset Management Wealth Investments Retirement Planning Investment Advisory Estate Planning Retirement Financial Advice Protection Portfolio Management Tax Insurance Personal Finance Business Planning Investment Strategies High Net Worth Individuals Asset Allocation Customer Relations Income Protection Savings Mentoring Sales Management Retirement Income Strategies Family Business

Patrick Murphy Cfp, Chartered Financial Planner Education Details

Frequently Asked Questions about Patrick Murphy Cfp, Chartered Financial Planner

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 the current company?

Patrick Murphy Cfp, Chartered Financial Planner's current role is Chief Executive Officer.

What is Patrick Murphy Cfp, Chartered Financial Planner's email address?

Patrick Murphy Cfp, Chartered Financial Planner's email address is pa****@****inc.com

What schools did Patrick Murphy Cfp, Chartered Financial Planner attend?

Patrick Murphy Cfp, Chartered Financial Planner attended Napier University, Queen Elizabeth Grammar School, Wimborne, Dorset.

What are some of Patrick Murphy Cfp, Chartered Financial Planner's interests?

Patrick Murphy Cfp, Chartered Financial Planner has interest in Golf, Soccer, Gym.

What skills is Patrick Murphy Cfp, Chartered Financial Planner known for?

Patrick Murphy Cfp, Chartered Financial Planner has skills like Wealth Management, Financial Planning, Pensions, Inheritance Tax Planning, Trusts, Asset Management, Wealth, Investments, Retirement Planning, Investment Advisory, Estate Planning, Retirement.

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