Karl Murphy
APFS
Based in Newry, I provide wealth management advice to clients both within Newry, and more widely throughout Northern Ireland.
I offer the benefit of a single relationship approach to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company.
Adopting this approach enables me to offer an expert tailored service, but at the same time allows me to focus on building long term relationships, built around trust, discretion and respect.
About
Each client, whether personal or corporate has different financial needs and expectations, therefore, my service focuses on listening and offering a solution that fits my client’s particular needs. I build long term relationships through effective communication, keeping clients informed, and providing a transparent and thorough approach. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
KJM Financial Planning (formally Karl Murphy Financial Planning) was established in 2015, with the aim of offering a holistic wealth management and financial planning service, whilst also focusing on building and maintaining long term client relationships.
Prior to joining St. James's Place, I spent 9 years working for an IFA firm, of which, the last 5 years were in an advisory role as an Independent Financial Advisor. In total, I have 15 years' experience within the financial sector and during that time I have established many strong relationships with both individual and corporate clients, along with professional introducers.
By accepting an invitation to join St. James's Place, this gives me access to the distinctive investment approach and superior client care that St. James's Place has to offer. My service is enhanced and complemented by the provision of advice covering the areas of Investment planning, Inheritance Tax planning and Retirement strategies.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, This, along with the pride and dedication that I place on developing solid personal relationships with my clients and introducers, ensures that am I able offer a professional and principled service.
Outside of my business, I am a keen follower of all sports. I enjoy running and I support Liverpool FC. I’m married to Fiona and together we have three young children Sophia, Lucia and Will, who do a great job of keeping us active.
Charity is also important to me and I regularly give to the St. James's Place Charitable Foundation.
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St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 03/01/2025
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 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.
