Freddie McCarthy

Working within the financial planning team, Freddie delivers unbiased, tailored financial advice to protect, enhance and maximise multi-generational family wealth. He covers the full spectrum of personal finance with a particular focus on investments, tax and pensions.

What really makes Freddie tick is learning about his client’s lives, what motivates them and what their aspirations are for the future. This entails his attention being focused on the individual’s situation, resulting in entirely personalised advice for each client.

He is a Fellow of the Personal Finance Society and a Certified Financial Planner.