Graham McNally
DipFA LL.M
Being in the financial services industry for 20 years, Graham has seen the importance of planning for the future, and the fine line between not doing enough to secure what you need for those financial objectives, and reaching the chosen financial and personal goals. Graham helps support client in goal setting, and looking at options for implementation in helping secure the latter; with a strong focus to grow, protect or preserve their wealth. He also specialises in working with small businesses to maximise the opportunities available to put people and businesses in the best position.
About
Having gained a First Class Masters Degree in Commercial Law, with a strong focus on Investment law, Graham spent the early part of his career in one of the world’s largest insurance companies based out of the City of London. Here he built a very broad knowledge of business across various functions in multiple jurisdictions.
With the appetite to work overseas, Graham was presented with the opportunity to join St. James's Place. After spending fifteen years across Hong Kong, China, and the Middle East, this has allowed him to build a great experience working with international clients, both on an individual and corporate level.
Having recently returned to the UK, Graham is passionate about delivering the highest-class wealth management proposition to clients.
St. James's Place has given him the platform in which to build his own Practice, which has continued to go from strength to strength, and which has grown entirely from personal introductions and client referrals.
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.
