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Our Financial Advisers

Our Financial Advisers

We have Financial Advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Pat McGee - APFS

Pat’s career in Financial Services began in 2001. He worked in a number of roles, before turning to financial advice in 2007. Pat joined Hargreaves Lansdown in August 2011 and has achieved Chartered status with the Chartered Insurance Institute (CII).

FCA reference number: PMM01117

Pat McGee

Qualifications

  • Diploma in Financial Planning
  • Chartered Financial Planner
  • Associate of the Personal Finance Society
  • AF3 Pensions
  • CF8 Long Term Care Planning

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

Client feedback

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0117 317 1690