The foundations of the business are family based, and this is reflected in the long term relationships I build with my clients, providing trusted advice from one generation to the next.
I have worked in financial services for over 30 years. Over that time, I have successfully built long term professional relationships with many individuals, local businesses and family trusts gaining an extensive and broad-ranging level of experience.
It has always been my belief that the most effective financial advice has to be based on working closely with clients to get a sound understanding of their financial situation and what they want in the future, then delivering tailored solutions to meet these goals. An integral part of a strong working relationship with my clients, is regular reviews, ongoing communication and a commitment to long-term support. Many of my clients have personally dealt with me for over 15 years and they have stated clearly that this type of service is something they have rarely experienced elsewhere.
Having worked within an existing St. James's Place Practice for 4 years, in 2016 I set up McDermid Financial Planning as its own Partner Practice within St. James's Place, allowing me to deliver this personalised service and expert advice on financial planning and wealth management, to all kinds of people.
I have worked very closely with local schools, businesses, football clubs and retirees from the financial sector. I regularly work with them to ensure that all aspects of their financial affairs are considered.
So do get in touch today for an informal chat or an introductory meeting and let me show you how McDermid Financial Planning can offer you a refreshingly different approach to your long-term financial future.
We offer an excellent wealth management service which will help you achieve your goals
I have had a long association with Mr McDermid dating back over 14 years. I have always found that he has given me very sound financial advice. He has tailored the advice to my needs and appreciates that I was a cautious investor and never made me feel that I had to take risks that I was uncomfort...
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
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.