Despite the conflict in the Middle East leading to the market downturn of recent weeks, Murphy Wealth said AUM had risen 27% year on year from £220 million to £280 million. That saw the financial planning firm’s turnover approach £3 million for the first time, up 20% on April 2025.

The results come ahead of Murphy Wealth’s 50th anniversary next year and 12 months after Söderberg & Partners took a 30% stake in the firm. On top of its direct business, the Swedish group operates as a long-term minority investor in financial planners across the UK and Scandinavia, without getting involved in their day-to-day operations.

As part of the investment, firms are provided with access to Söderberg & Partners’ technology and systems, including AI and machine learning tools. That gives their leadership teams more freedom and resources to invest in their operations and people, while advisers have more time to spend with clients.

Murphy Wealth said its record results were delivered by the combination of a successful investment strategy and more entrepreneurs exiting their businesses among its client base.

With AUM rising from £50 million when CEO Adrian Murphy took over the firm eight years ago, plans are in place to grow the team significantly in 2026.

Adrian Murphy, CEO of Murphy Wealth, said: “The beauty of the deal with Söderberg is that it has allowed us to do what we do well: focus on human-first financial advice.

“After a year of integration and alignment, the next 12 months will be about implementation. Access to the group’s technology and systems will help us be more efficient and spend more time with our clients, supporting them with their financial objectives.

“Over the last year, we’ve seen more entrepreneurs and senior members of the business community reach the point where they have exited their companies. As a result, our team has spent a lot of time working with them and their families to advise them through that process, setting them up financially for the long term.

“We know what we do is hugely important to people, and that’s why we’re focused on providing the best possible service to our clients. Continuing to grow and increasing our capacity is key for us in the year ahead, but it’s equally imperative that we maintain the same standards, service, and hyper-personal touch we have always had. The technology we now have access to will help facilitate that.

“The firm has come a long way since it was founded nearly half a century ago – and that has really accelerated in recent years. There is always more to do, but we’re in a really good place and want to continue to push, innovate, provide a great place to work, and stand out in the market.”