McGrady Financial Services Ltd are delighted to announce the latest addition to our team, Wayne Whewell as a Financial Planner. Having worked in Banking since 1982 and in the Financial Services industry since 1992, Wayne has substantial experience in the sector. He joined St. James’s Place Wealth Management in 2013 as a Senior Partnership Development Manager, and his role involved the mentoring and development of new Partners during their transition to St. James’s Place, and their development thereafter.
Philip McCrickard, Managing Director of McGrady Financial Services Ltd commented “Wayne will be a fantastic addition to our expert team at McGrady Financial Services. His vast experience in the sector and particularly his position within St. James’s Place will enable us to enhance the services we provide to our clients”. Although experienced in all areas of financial planning, Wayne has a specific interest in pensions and Inheritance Tax (IHT).
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. Staffed by a highly experienced team of fully qualified financial advisers and support personnel, our mission is to ensure that all clients receive a first class service at all times. McGrady Financial Services deal with an extensive array of both business and private clients’ financial affairs.
McGrady Financial Services Ltd now have four fully qualified Financial Planners, Philip McCrickard, Wayne Whewell, Antoinette Murphy and Paul Rogan, who have an impressive 78+ years of combined financial advisory experience. The company’s expertise is further enhanced by an extremely experienced and professional paraplanning team of Cathy Black and Seamus Valente. This is further supported by our administration and marketing team of Carole Stapleton, Catherine McCrickard and Darragh McCrickard.
Contact our office on 028 4461 7176 or email enquiries@mcgradyfinancial.com to arrange a no obligation chat with one of our Financial Planners.