James Murphy

Financial Planner

Reviews and Ratings for Financial adviser James Murphy, Portsmouth

Member of the Personal Finance Society

James’ role at Lawrence Clarke

James has more than a decade of financial services experience working with some of the UK’s leading pension and investment providers, before becoming a financial adviser. He specialises in tailored advice with a focus on pensions, investments and protection.

James takes a holistic approach to financial planning, working with clients to understand their unique financial goals, and ensuring that their investment strategies align with their objectives while ensuring maximum tax efficiency.

The information you need to know

Here's James’...

FCA Register Qualifications

Qualifications

  • Level 4 Diploma in Regulated Financial Planning

    This meets the FCA's qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

  • Certificate in Life and Pensions

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

  • R01 (Financial Services, Regulation and Ethics)

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R02 (Investment Principles)

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R03 (Personal Taxation)

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R04 (Pensions and Retirement Planning)

    This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

  • R05 (Financial Protection)

    This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

  • R06 (Financial Planning Practice)

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

  • CF1 (UK Financial Services, Regulation and Ethics)

    This qualification develops an understanding of the financial services industry, including regulation and legislation.
Statement Of Professional Standing

When James isn’t working

James lives in Emsworth with his wife, Aisling, and their son. In his spare time, he enjoys family trips, keeping fit, and walks in the countryside with their dog Tayto.

James in the spotlight

Where is your favourite location in the world?

Glendalough, Wicklow, in Ireland.

What's a talent or skill you possess that not many people know about?

Me and my dog are Scentwork experts and with his help, I can find a piece of cheese from 500ft.

What's the best piece of advice you've ever received?

Never stop learning and treat others how you want to be treated.

What’s your proudest moment as a financial planner?

Assisting a client who had faced debt struggles and believed they would need to work into their 70s before contemplating retirement.

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    Lawrence Clarke Financial Planning is a trading style of Lawrence Clarke Limited, an appointed representative of Best Practice IFA Group Ltd., registration number 223112, which is authorised and regulated by the Financial Conduct Authority.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

    Lawrence Clarke Limited is registered in England and Wales, no. 3679668.

    Approved by Best Practice IFA Group 19/02/2025.

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    Pavilion 2

    Little Park Farm Road

    Segensworth West

    Fareham

    Hampshire
    PO15 5TD

    01489 505200