Philip Mccrickard Email & Phone Number

I have worked in financial services for over 21 years and provide broad based advice, helping clients with practical solutions to the financial issues that concern them most. Although experienced in all areas of financial planning, I specialise in pension planning, investment and inheritance tax planning advice to corporate and high net worth clients. More details are available on my website at www.mcgradyfinancial.com.McGrady Financial Services Ltd is a Partner Practice of St. James’s Place Wealth Management and was established over 40 years ago to provide Financial Advice throughout Northern Ireland.The role of the Financial Adviser has changed over the last few years almost beyond recognition in a highly regulated industry. McGrady Financial Services have embraced that change and we maintain our reputation for providing our clients with the individual attention and consistent high quality service they have come to expect.Entrusting your financial affairs and hard earned money to a Financial Adviser is a big decision. That is why, when we are reviewing your investments, discussing your retirement options or managing your finance, we do so in partnership with you and treat you as we like to be treated. We will provide you with confidential, astute, honest advice, and talk to you clearly and concisely with no jargon.The value of your investment can go down as well as up. You could get back less than you invested.McGrady Financial Services Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 28/08/2024

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  Managing Director

  Mcgrady Financial Services Ltd

  Jan 2000 - Present - Downpatrick, Northern Ireland, United Kingdom

  McGrady Financial Services Ltd was established over 40 years ago and became a Partner Practice of St. James’s Place Wealth Management in 2018 to provide Financial Advice throughout Northern Ireland. The role of the Financial Adviser has changed over the last few years almost beyond recognition in a highly regulated industry. McGrady Financial Services have embraced that change and we maintain our reputation for providing our clients with the individual attention and consistent high quality service they have come to expect.Entrusting your financial affairs and hard earned money to a Financial Adviser is a big decision. That is why, when we are reviewing your investments, discussing your retirement options or managing your finance, we do so in partnership with you and treat you as we like to be treated. We will provide you with confidential, astute, honest advice, and talk to you clearly and concisely with no jargon.