Proud to be Chartered

Zen Wealth was set up in 2012, to offer a Financial Planning business, with morals and ethics and one that puts you (the person), not your money, at the focus of all its activities.


Making the most of your money could give you the freedom and flexibility to provide the lifestyle you dream about. However, the chances are you don’t have the time to commit to detailed planning and research, or the expertise necessary to make the most of your financial position and achieve your goals. That is where we come in.


We can provide you with a team of experts who can offer reassurance and a comprehensive financial plan (based on your aspirations) together with the right investment and tax strategies to ensure you achieve your goals in life.

What it means to be Chartered

We are a Chartered Financial Planning firm and our priority is to help our clients create and enjoy a lifetime of financial freedom and security.


Zen Wealth is a new kind of Wealth Management Company.


Zen is a way of being. It is also a state of mind. Zen is about dropping illusion and seeing things without distortion created by your own thoughts. Relationships, time, money, health, happiness, wholeness.

The title Chartered Financial Planners is a testament that the advice we give is: -

  • of the highest quality

  • based solely on the researched needs of the client

  • provided by someone not exceeding their level of competency 

Meet the team

Patrick Murphy

Managing Partner

Avdokia Murphy

Client Relationship Partner

Jamie Rice

Associate Partner

Ben Cowley

Trainee Paraplanner

Contact Us

Registered in the UK, our registered address is Alexander House, James Street West, Bath, BA1 2BT, Number OC376383

© Created by Zen Wealth LLP All Rights Reserved