Philip Mccrickard

Philip Mccrickard Email and Phone Number

Managing Director at McGrady Financial Services Ltd, Partner Practice of St. James’s Place Wealth Management. @ McGrady Financial Services Ltd
Philip Mccrickard's Location
Belfast Metropolitan Area, United Kingdom
About Philip Mccrickard

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

Philip Mccrickard's Current Company Details
McGrady Financial Services Ltd

Mcgrady Financial Services Ltd

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Managing Director at McGrady Financial Services Ltd, Partner Practice of St. James’s Place Wealth Management.
Philip Mccrickard Work Experience Details
  • Mcgrady Financial Services Ltd
    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.

Frequently Asked Questions about Philip Mccrickard

What company does Philip Mccrickard work for?

Philip Mccrickard works for Mcgrady Financial Services Ltd

What is Philip Mccrickard's role at the current company?

Philip Mccrickard's current role is Managing Director at McGrady Financial Services Ltd, Partner Practice of St. James’s Place Wealth Management..

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