Ryan McCarthy
Delivering a first-class service to clients is at the core of what Ryan does and one of the key reasons why he joined Farrier Rose in 2024. Ryan takes pride in our emphasis on putting the client first and providing high quality tailored advice across all aspects of wealth management.
Ryan enjoys working closely with clients to provide robust and comprehensive advice which is tailored to their evolving needs. He remains in regular contact with his clients either face-to-face or via digital channels, to ensure that his guidance remains aligned with their changing circumstances.
During the discovery process, he takes the time to understand each client’s objectives in-depth before prescribing any solutions. He then uses tools such as cash flow planning and asset allocation modelling to create personalised recommendations which are appropriate for each individual. Ryan simplifies complex financial terminology and jargon to ensure that clients fully understand their options, therefore empowering them to make informed decisions.
About
Ryan’s wealth management career commenced in 2018 after graduating from the University of Leeds with a BSc in Economics. He gained valuable experience working with a London-based Senior Partner Practice of St. James's Place until 2021, when he transitioned to a US/UK specialist wealth manager firm and spent 3 years developing his skills before stepping into his role at Farrier Rose in 2024.
Ryan is committed to professionalism and excellence and proudly achieved the industry gold-standard title of Chartered Financial Planner in 2024. Prior to this, he was honoured to be shortlisted in the Citywealth Future Leaders Awards 2023 in the category “Financial Advisory Individual of the Year”.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
