Patrick Murphy Cfp, Chartered Financial Planner Email and Phone Number
Patrick Murphy Cfp, Chartered Financial Planner work email
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Patrick Murphy Cfp, Chartered Financial Planner personal email
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.
Sustain Momentum Ltd
View- Website:
- sustain-momentum.com
- Employees:
- 1
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Chief Executive OfficerSustain Momentum LtdLondon, Gb -
Financial PlannerFidelius Group Jul 2024 - Present -
Chairman And Trustee Of The Zen Wealth Charitable FoundationTrustee Aug 2015 - PresentLondon, United KingdomThe 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.
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Managing PartnerZen Wealth Llp Sep 2012 - Jul 2024London, United KingdomI 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.
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Practice HeadBluefin Personal Consulting Jan 2011 - Jul 2012AldgateFinancial Planning Advice, Pensions Advice, Tax Planning, Investment Planning, Trust Advice, Wealth Management. -
Head Of Professional Standards And Adviser SupportBluefin Group Oct 2009 - Jan 2011Responsible for building the Bluefin advice proposition, advice standards and training programme. -
Head Of Professional Standards And Adviser SupportBluefin Advisory Services 2009 - Jan 2011
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Director Of Financial PlanningThinc 2005 - 2007
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Financial AdviserTribune 1993 - 1997
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Sales Director - Lifetime AssuranceBank Of Ireland 1990 - 1992Responsible for building and running a team of financial advisers, throuout the UK.
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Sales Director - Lifetime AssuranceBank Of Ireland 1990 - 1992
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Sales & Marketing DirectorCriterion Assurance Group 1985 - 1991
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Broker ConsultantHambro Life 1975 - 1979
Patrick Murphy Cfp, Chartered Financial Planner Skills
Patrick Murphy Cfp, Chartered Financial Planner Education Details
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Financial Services -
Queen Elizabeth Grammar School, Wimborne, Dorset
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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