Reviewed for
Insurance and Protection ( 3 )
Pensions ( 19 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 7 )
Auto Enrolment ( 1 )
Investments and Savings ( 17 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 2 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
£50k - 100k ( 1 )
Client reviews
First impression from a user who is not yet a client
February, 2018
Overall
Please provide a brief comment about your experience with Stephen
Steve provided us with the information we needed in the short term to manage our finances. He will contact us again in a month's time to see if our circumstances have changed (I am currently looking for part time work) to help us to take this forward.
First impression from a user who is not yet a client
February, 2018
Overall
Please provide a brief comment about your experience with Stephen
Fair and honest
Review from verified client
January, 2018
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
investing a bequest.
How has Stephen Murphy helped you?
he understood my needs and the amount of risk I was willing to take in my investments.
Have you seen the outcome you were hoping for?
very satisfiied with the advise given.
Review from verified client
January, 2018
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
After a divorce, I needed advice about my pension and also where to invest some money I received from an inheritance.
How has Stephen Murphy helped you?
Steve made sure that he thoroughly understood my circumstances and my needs before advising me. He also gave me options and explained everything in terms that I could understand and in a friendly, relaxed way. He gave me piece of mind after sorting my pension and also invested my money successfully so that I benefited financially.
Have you seen the outcome you were hoping for?
Steve made it clear what his recommendations were and put them in writing for me. The products he advised suited my needs and I felt secure that they were the right ones for me. I am happy with the pension arrangements he organised for me.
What could they have done better?
I don't feel that Steve could have done anything better, he was friendly and professional.
Review from verified client
January, 2018
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Simplify my pension arrangements- give myself better control and take advantage of a generous offer on my defined benefit pension arrangements.
How has Stephen Murphy helped you?
He showed my options and made a good recommendation for me.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing in particular.
First impression from a user who is not yet a client
July, 2015
Overall
Please provide a brief comment about your experience with Stephen
Negative, unhelpful and a complete waste of time
First impression from a user who is not yet a client
May, 2015
Overall
Please provide a brief comment about your experience with Stephen
Stephen contacted me the following morning and suggested that his colleague, Dan McNamara would be the best person to discuss my father's financial issues with. An appointment was set up and he spent over an hour with my father, explaining things clearly and in a friendly manner. He actually gave us all the information to be able to get my father's financial affairs in order ourselves, saving us quite a bit of money. I would definitely recommend Dan McNamara and Stephen Murphy to my friends and family and would turn to him in the first instance for all future financial advice.
Review from verified client
January, 2015
Overall
Advice
Service
Value
Based in Surrey
How has Stephen Murphy helped you?
Understands what I want and offers a no nonsense approach
First impression from a user who is not yet a client
January, 2015
Overall
Please provide a brief comment about your experience with Stephen
Stephen rang me back straight away and explained everything precisely and clearly but in the end we decided not to take up the services of a financial advisor
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in Surrey
How has Stephen Murphy helped you?
The advise given was clear and precise. Stephen took his time to explain exactly what he recommended and was clear on the risks involved in investing. He explained the options available to me and answered my queries and questions without hesitation. Although I had very little understanding of investments and savings, Stephen explained the procedures clearly and I felt confident that his recommendations were suited to my personal requirements with regards to my financial situation.
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in Surrey
How has Stephen Murphy helped you?
Mr Murphy was very knowledgeable and experienced in the areas of financial advice he gave me. I felt my personal circumstances were taken into consideration and that I was given all the necessary information about any risks, that I needed in order to make the right decision. I feel at ease knowing that Mr Murphy is there to guide and direct me whenever I need it.
First impression from a user who is not yet a client
December, 2014
Overall
Please provide a brief comment about your experience with Stephen
Very impressed with Stephen and would have pursued matters with him but for a change in direction suggested by another IFA which became more attractive.
Review from verified client
April, 2014
Overall
Advice
Service
Value
Based in Devon
How has Stephen Murphy helped you?
Always very helpful and quick to respond to questions, has always given me a fair assessment of all the risks whilst understanding my financial needs.
What could they have done better?
A little more historical analysis of my invested funds performance relative to others in the market would be interesting.
Review from verified client
March, 2014
Overall
Advice
Service
Value
Based in Kent
How has Stephen Murphy helped you?
understands my position and acts accordingly
Review from verified client
March, 2014
Overall
Advice
Service
Value
Based in Kent
How has Stephen Murphy helped you?
Steve's financial & investment advice was vital to me at a time of significant change to my circumstances. He takes time to understand one's situation, plans & ambitions and ensures that this insight is kept up to date by regular contact. His technical knowledge has been & continues to be invaluable to me.
Review from verified client
March, 2014
Overall
Advice
Service
Value
Based in Surrey
How has Stephen Murphy helped you?
Understands overall context and requirements. Listens and assesses needs. Suggests and explains options. Doesn't try the hard sell. Transparent with regard to commission and / or fees. Responds quickly to queries and questions. Holds regular reviews.
Review from verified client
March, 2014
Overall
Advice
Service
Value
Based in London
How has Stephen Murphy helped you?
In my case, Steve persevered in making me full aware of what I needed to know, even though I was not that interested. In retrospect, I am grateful for that.
Review from verified client
March, 2014
Overall
Advice
Service
Value
Based in West Sussex
How has Stephen Murphy helped you?
Thurlowe Clarke have been assisting me with my pensions and investments for many years. My long term advisor Stuart Simmons retired a couple of years ago - Steve Murphy took over my case and has a different approach and style to Stuart. I was very happy with Stuart who saw me through to taking my pensions and am very happy with Steve to has guided me into a different investment strategy.
Review from verified client
March, 2014
Overall
Advice
Service
Value
Based in Surrey
How has Stephen Murphy helped you?
I first met Steve in 2008, I had a personal pension that was going nowhere, Steve offered me sound advice and recommended a change to a new pension provider and provided the change over without any problems. Since then I had Power of Attorney for my aunt and her finances were all over the place. It took Steve the best part of a year to sort it out, on his advice the money was well invested and covered the cost of the Nursing Home fees to the relief of my aunt and family.
What could they have done better?
Honestly I can't think of anything. His advice has always been positive and he is always available to sort out any issues. I am very happy with his services and will continue to use him.
Review from verified client
March, 2014
Overall
Advice
Service
Value
Based in Essex
How has Stephen Murphy helped you?
my adviser contacts me regularly but always explains that he is on the end of the phone line should I require any assistance at any time. He is appreciative of my busy schedule and always fits in around my timings rather me having to alter my plans to fit in with him.
Review from verified client
March, 2014
Overall
Advice
Service
Value
Based in Surrey
How has Stephen Murphy helped you?
Responsive. Thorough. Reliable. Responsible
Review from verified client
March, 2014
Overall
Advice
Service
Value
Based in Surrey
How has Stephen Murphy helped you?
Always prompt in replying to queries and approachable . Considerate and good at explaining the complexities and jargon. Steve has a good understanding of my financial situation and has given me sound advice so far.
Review from verified client
March, 2014
Overall
Advice
Service
Value
Based in Devon
How has Stephen Murphy helped you?
We totally rely upon Stephens guidance and advice
Review from verified client
March, 2014
Overall
Advice
Service
Value
Based in Kent
How has Stephen Murphy helped you?
Keeps us updated with regular calls and meetings about any changes
What could they have done better?
we are more than satisfied with his service
Review from verified client
February, 2014
Overall
Advice
Service
Value
Based in Surrey
How has Stephen Murphy helped you?
communicates regularly and clearly suggests interesting ideas to contemplate
What could they have done better?
not much
Review from verified client
February, 2014
Overall
Advice
Service
Value
Based in Surrey
How has Stephen Murphy helped you?
Communication Well thought ideas
What could they have done better?
Can't think of anything
Review from verified client
February, 2014
Overall
Advice
Service
Value
Based in Surrey
How has Stephen Murphy helped you?
I had been putting off organising my finances for sometime as I thought it would be a costly and confusing experience, but that has not been the case. Steve has given me very clear information and advice to enable me to make informed decisions about my finances. It has been a pleasure to deal with Steve and Thurlowe Clarke and I would not hesitate in recommending them to friends and colleagues