Jonathan Jonny Murphy
Paraplanner @Acorn Wealth Management Group Ltd
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WORK HISTORY
Paraplanner @Acorn Wealth Management Group Ltd
EDUCATION
Chartered Insurance Institute
RO2, Investment Principles and Risk
Chartered Insurance Institute
RO6 - Financial Planning Practice
Chartered Insurance Institute
RO1, Financial services, regulation and ethics
Chartered Insurance Institute
Level 4 Diploma in Regulated Financial Planning
Chartered Insurance Institute
RO5, Financial Protection
Chartered Insurance Institute
RO3 Personal Taxation
Chartered Insurance Institute
RO4, Pensions and retirement planning
ABOUT JONATHAN JONNY MURPHY
I’m a Paraplanner with a solid background in pensions and wealth management. Day‑to‑day, I manage workflows internally and with external paraplanners, carry out whole‑of‑market research, and complete reports covering everything from annual reviews, Pension & ISA transfers and Bonds, through to VCTs, Business Relief solutions and SSAS.I’ve always enjoyed the analytical side of paraplanning. It often feels like putting together a financial puzzle — taking all the details from a client’s situation and working out the clearest, most suitable path forward. That mix of problem‑solving, attention to detail and helping clients reach their goals is what keeps me motivated.I’m committed to continuing my development so I can keep improving the quality and clarity of the advice process.
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