Brendan started working in financial services in 1977 and has been working as an Independent Financial Adviser for nearly 20 years.
He is a founding Partner and Independent Financial Adviser here at Beaufort.
His specialises in advising clients on investments and retirement planning, consolidating their investment objectives through careful investment management controls and processes.
Brendan’s client base was developed mainly in the Lloyd’s of London Insurance & Reinsurance market through strong referrals & recommendations. He mainly advises high net worth individuals using bespoke discretionary fund management, to ensure their financial objectives are met in line with their individual risk profiles.
Away from the office
Away from business, Brendan’s main interest is rugby and he has now watched all three British Lions tours culminating in a series win in Australia, next on his ‘bucket list’ is the Hong Kong 7s.
Additionally, Brendan has built strong client relationships that allows him to share with them many social events including hosting rugby days at Twickenham, cricket at the Oval, racing at Cheltenham, Punchestown & Goodwood as well as enjoying stages of the Tour de France.
The official bit
All financial advisers must be registered with the Financial Conduct Authority (FCA).
You can view Brendan McGrath entry on the FCA Register by clicking here.
Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.
An adviser’s SPS must be renewed annually. We can provide you with a copy of Brendan’s SPS on request.