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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


  • 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

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