Ryan McCarthy

Senior Wealth Executive



Ryan started his career in wealth management at St. James’s Place in 2018 after graduating from the University of Leeds with a degree in economics. He then joined MASECO as a Wealth Planner in January 2021 and has since been promoted to Senior Wealth Executive in 2023.

Ryan’s passion is helping clients find solutions to their complex problems and plan for the future. His areas of expertise are tax-efficient investment planning, retirement planning, and cash flow planning. Ryan is working towards the Chartered Financial Planner qualification and was shortlisted in the category “Financial Advisory Individual of the Year” in the Citywealth Future Leaders Awards 2023.

In His Spare Time...

Ryan lives in East London and is a keen triathlete. When not swimming, cycling, or running, Ryan enjoys golf, cooking, reading, and dog walks with his Cavalier King Charles Spaniel, Maisie. 

Education and Credentials:

•    BSc (Hons) Economics with Industrial Experience (2.1), University of Leeds
•    CII Level 4 Diploma in Regulated Financial Planning
•    CII Level 4 Certificate in Securities Advice and Dealing
•    CII Level 4 Certificate in Discretionary Investment Management

Office address

Burleigh House
357 Strand
United Kingdom

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