Pamela Murphy

Partner | Financial Advisor | Wealth Management at Taylor Made Financial Planning
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Skills

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Credentials

  • Diploma in Financial Planning
    Chartered Institute of Insurance
    Jan, 2005
    - Nov, 2024

Experience

  • Taylor Made Financial Planning
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Partner | Financial Advisor | Wealth Management
      • May 2011 - Present

      I am a founding partner of Taylor Made Financial Planning LLP a dynamic and innovative financial advice company offering bespoke independent financial advice to individuals in all circumstances. I am a founding partner of Taylor Made Financial Planning LLP a dynamic and innovative financial advice company offering bespoke independent financial advice to individuals in all circumstances.

  • Taylormade Financial Solutions Ltd
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser | Wealth Management | Retirement Planning
      • Mar 2005 - May 2011

      Independent financial adviser offering bespoke financial planning advice in all wealth management areas including retirement plans for pension accumulation and taking benefits as well as savings strategies. Independent financial adviser offering bespoke financial planning advice in all wealth management areas including retirement plans for pension accumulation and taking benefits as well as savings strategies.

  • PM2 Event Management
    • Surrey, United Kingdom
    • Partner | Financial Controller
      • Jan 1998 - Sep 2003

      I controlled and managed the financial management of the company and the events that the company organised. The emphasis was on cashflow planning, budgeting and return monitoring. I controlled and managed the financial management of the company and the events that the company organised. The emphasis was on cashflow planning, budgeting and return monitoring.

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice-president | Fixed Interest Trading | Institutional Investment Sales
      • May 1989 - Dec 1993

      As an institutional fixed interest trader, I managed a large company inventory of bond holdings to maximise profit and capital return for the company. I also developed fixed interest strategies for sale to large institutional investors to meet their investment objectives and needs. As an institutional fixed interest trader, I managed a large company inventory of bond holdings to maximise profit and capital return for the company. I also developed fixed interest strategies for sale to large institutional investors to meet their investment objectives and needs.

  • Scotiabank
    • Canada
    • Banking
    • 700 & Above Employee
    • Director | Head of Fixed Interest Sales
      • Jul 1983 - May 1988

      I was transferred to London from Toronto to establish a fixed interest sales team in the international market. I hired and trained staff to create investment strategies for sale to international instituional investors. I was transferred to London from Toronto to establish a fixed interest sales team in the international market. I hired and trained staff to create investment strategies for sale to international instituional investors.

Education

  • York University
    Master of Business Administration (MBA), Finance, General
    1981 - 1983
  • University of Toronto
    Bachelor of Commerce (B.Com.)
    1978 - 1981

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