About Us

Philip has been in the financial services industry for over twenty three years. Although experienced in all areas of financial planning Philip specialises in retirement planning, investment planning and inheritance tax planning advice to corporate and high net worth clients.

Paul is a CeMAP qualified Mortgage Adviser and has worked in Financial Services for over twenty five years. Paul has experience in all areas of Investment Planning and Retirement Planning but specialises in Mortgage and related protection products including life, critical illness and unemployment cover.

Your home may be repossessed if you do not keep up repayments on your mortgage.

AnnMarie has worked in Financial Service since 2005, in both retail banking and financial advice. She believes that the right financial planning has the power to not only transform the finances, but also the lives of clients. This belief is backed up by a long list of clients she has helped over the years. AnnMarie specialises in bespoke strategies implementing estate planning, investment management, retirement planning and other tax planning. She also advises on personal and business protection, and mortgage advice. She is working towards Chartered Financial Planner status.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Cathy has over eighteen years experience in the financial services industry, including eight years with the Prudential. Cathy is responsible for constructing reports and is very much involved in the advice process.

Carole has been with McGrady Financial Services for 6+ years and has 24+ years experience in the Insurance and Financial Services industry. Carole has experience in both the public and private sectors. Carole is responsible for all areas of Operations and Client Servicing within the Company and provides administrative support to the Financial Advisers and Paraplanner.

Connor joined McGrady Financial Services in August 2023 and has been working in financial services since 2020.
Originally graduating with a BEng in Software & Electronic Systems Engineering from Queen’s University Belfast in 2019, Connor began his career in the engineering sector before making the transition into financial advice during the COVID-19 pandemic. He started as an adviser in Dubai, where he built extensive experience working with a large and diverse international client base.
Connor advises clients on investment planning, retirement and protection, delivering tailored financial planning that reflects each individual’s needs and circumstances. He is committed to helping clients make informed, confident financial decisions and takes pride in building long-term relationships based on trust and clarity.
Connor’s background in engineering gives him a strong analytical approach, which he combines with a client-focused mindset to deliver practical and effective financial solutions.
“He believes good financial advice is like compound interest: it gets more valuable over time.”

Darragh has an honours degree in Business Information Technology from Queen’s University Belfast with a Degree Plus Certificate for work completed while on Industrial Placement. He has experience in all areas of IT and Marketing Management in both the public and private sector. Darragh is responsible for managing all the IT Systems and Networks within McGrady Financial Services. He is also responsible for managing the Marketing and Communications function within the company. Darragh is a Professional Member (MBCS) of The Chartered Institute for IT and a Member (MCIPR) of the Chartered Institute of Public Relations.

Catherine has a HND in Business Studies and is the Company Secretary for McGrady Financial Services. She is responsible for the overall administration of the company and ensuring compliance with statutory and regulatory requirements. Catherine is also responsible for co-ordinating all marketing activities and organising events for McGrady Financial Services.