• Criffel
  • River bridge
  • Solway
  • arch
  • bridge 3
  • beach 2
  • caul
  • bridge 2
  • bridges
  • town
  • museum
  • bridge
  • River
  • Countryside
  • River
  • Abbey
  • new brig
  • brig
  • Castle
  • beach
  • Crichton
  • sun
  • view
  • loch Kindar
  • loch 2
  • criffel
  • solway
  • sky and top
  • big sky
  • hill
  • hill2
  • Field
  • Crif
  • Abs

Shaun Murphy

Role:

Director / Senior Financial Adviser

Email Address:

Telephone:


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Shaun Murphy


Overview

I joined Advice for Life Financial Planning in August 2017, and have worked in the financial services industry for over 21 years.

During this time I have worked as both a private and business financial adviser, looking after clients throughout the UK for several major banks, insurance companies and more recently, one of the largest providers of wealth management in the UK.

I am also a founder member of Connecting DG, a business networking group which was established in January 2019.

I take pride in what I do, and I always put my clients first.

I am a firm believer in ‘Lifestyle Financial Planning’, and that the real benefits of financial advice are little to do with ‘products’ such as ISA’s and pensions. 

In my opinion, financial advice is about helping my clients plan towards meeting their goals, whether that be wanting to retire early, achieving  financial independence, or looking after their families.

We have recently introduced cashflow planning, which I use to help my clients visualise their financial future, and to help them put a plan in place that we can then review and update on a regular basis.

Aside from work, my family occupy most of my spare time; but when I get a chance, I enjoy getting out and about with my family, listening to, and adding to my record collection, and I also enjoy watching sports such as football, tennis and baseball.

In 2021 along with Lee Malin and Maria McMillan, I became one of the owners of the business. 

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Mr G

Shaun displays all the qualities I wanted when planning my future.

He has a way of discussing and explaining things that makes you feel both at ease and informed. I have recommended him to friends and professional contacts and received similar feedback.

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Mr G

Shaun Murphy

Mrs C

After receiving a recommendation from a friend when I was looking for mortgage advice, I found Pamela gave me clear easy to understand and objective advice, offering me options that enabled me to make the best choice for my circumstances.

Following my experience with AFL Mortgage services, I was then introduced to Shaun who again has offered open, objective and clear advice in laymen’s terms about my pensions and some investments.

AFL Planning Services have provided me with ongoing support and advice and I would have no hesitation in recommending them as  Financial Advisors

 

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Mrs C

Shaun Murphy

Mr C

I would be lost without my adviser. 

He has always given sound, trustworthy advice.

He always advises on what is best for my situation, and puts my interests first.

He has always went over and above, and the service is always exceptional.

I would have no hesitation in recommending him to anyone.

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Mr C

Shaun Murphy

Mrs C

After receiving a recommendation from a friend when I was looking for mortgage advice five years ago, I found the Advice for Life team gave me clear easy to understand and objective advice, offering  me mortgage options that enabled me to make the best choice for my circumstances.

Following my positive experience with Advice for Life‘s Mortgage services, I was then introduced to the investment team who again gave me open, objective and clear advice in laymen’s terms about my pensions and some investments.

Over the last five years, I have continued to contact Advice for Life for information as my circumstances have changed, and they continue to give me great support.  I would have no hesitation in recommending them as Financial Advisors

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Mrs C

Shaun Murphy

Mrs B

Shaun Murphy took on my elderly aunt to build a new portfolio.

He has been attentive, sincere, honest and supportive throughout our negotiations and I consider ourselves extremely fortunate to have had him recommended to us.

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Mrs B

Shaun Murphy

Mr S

I have had the pleasure of working with Shaun for a number of years. His advice and guidance has been easy to understand and follow and he has always been available to allay any concerns or proactively suggest any investment/savings avenue that may suit us.

I would have no hesitation in recommending him and have done so.

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Mr S

Shaun Murphy

What our clients say about us

 

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Advice for Life Financial Planning is a trading style of AFL Financial Planning Services Limited which is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority.

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