Stuart Murphy

Stuart Murphy Email and Phone Number

I help City professionals build & protect their wealth using tailored financial planning. @ SJM Financial Planning Ltd - Partner Practice of St. James's Place Wealth Management
Stuart Murphy's Location
London, England, United Kingdom, United Kingdom
About Stuart Murphy

I help two types of client:1) City professionals looking to grow their wealth in the most tax efficient manner2) Clients approaching/at retirement who are looking to formulate a retirement plan, ensuring their income goals are sustainable and doing so in the most tax efficient mannerIf you fall into one of these categories, please don't hesitate to book in an introductory call directly into my calendar using the following link - https://calendly.com/sjmfp - or contact me at stuart.murphy@sjpp.co.uk for more information. The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The `St. James's Place Partnership' and the titles `Partner' and Partner Practice are marketing terms used to describe St. James's Place representatives.SJP Approved 15/04/2024

Stuart Murphy's Current Company Details
SJM Financial Planning Ltd - Partner Practice of St. James's Place Wealth Management

Sjm Financial Planning Ltd - Partner Practice Of St. James'S Place Wealth Management

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I help City professionals build & protect their wealth using tailored financial planning.
Stuart Murphy Work Experience Details
  • Sjm Financial Planning Ltd - Partner Practice Of St. James'S Place Wealth Management
    Financial Adviser
    Sjm Financial Planning Ltd - Partner Practice Of St. James'S Place Wealth Management Aug 2021 - Present
    London, United Kingdom
    Having been an adviser at St. James's Place for 7 years, I had the opportunity to form my own Practice within the Partnership in the summer of 2021, which was an opportunity I embraced with open arms. Staying with St. James's Place was always an imperative part of my decision to move, since I am proud to have access to their investment management approach, alongside the advice guarantee that they offer. I founded SJM Financial Planning under one fundamental principle. This is to ensure that every client receives the highest client service, no matter what stage they are along their financial journey. I focus on providing high quality advice and creating a financial plan from the outset, and then working with clients throughout their lifetime to help them meet goals and objectives, whether that be at the start of their career, or those approaching the retirement phase. Follow the ‘get in touch’ link on the homepage to find out how I may be able to help you on your financial journey.
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  • Porta Wealth Management
    Financial Adviser
    Porta Wealth Management Apr 2015 - Aug 2021
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  • Andrew David Associates
    Summer Intern
    Andrew David Associates Jul 2013 - Aug 2013
    Wimbourne
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Stuart Murphy Education Details

Frequently Asked Questions about Stuart Murphy

What company does Stuart Murphy work for?

Stuart Murphy works for Sjm Financial Planning Ltd - Partner Practice Of St. James's Place Wealth Management

What is Stuart Murphy's role at the current company?

Stuart Murphy's current role is I help City professionals build & protect their wealth using tailored financial planning..

What schools did Stuart Murphy attend?

Stuart Murphy attended The Chartered Insurance Institute, University Of Oxford.

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