McGrady Financial Services Ltd is a Partner Practice of St. James’s Place Wealth Management and was established over 40 years ago to provide Financial Advice throughout Northern Ireland.

The role of the Financial Adviser has changed over the last few years almost beyond recognition in a highly regulated industry. McGrady Financial Services have embraced that change and we maintain our reputation for providing our clients with the individual attention and consistent high quality service they have come to expect.

Entrusting your financial affairs and hard earned money to a Financial Adviser is a big decision. That is why, when we are reviewing your investments, discussing your retirement options or managing your finance, we do so in partnership with you and treat you as we like to be treated. We will provide you with confidential, astute, honest advice, and talk to you clearly and concisely with no jargon.

Meet The Team

Philip McCrickard
Managing Director

Philip McCrickard

CeMap, DipFA

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

  • Phone:028 4461 7176
  • Email:philip.mcgradyfinancial@sjpp.co.uk
  • Experience:21+ years
Paul Rogan
Financial Adviser

Paul Rogan

CeMap, DipFA

Paul is a CeMAP qualified Mortgage Adviser and has worked in Financial Services for over twenty three years. Paul has experience in all areas of Investment and Pension 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.

  • Phone:028 4461 7176
  • Email:paul.mcgradyfinancial@sjpp.co.uk
  • Experience:23+ years
Antoinette Murphy
Financial Adviser

Antoinette Murphy

BSc (Hons), PGCE, DipFA

Antoinette has an honours degree in computer science and mathematics from National University of Ireland, Galway. She had a successful teaching career before obtaining her diploma in financial planning. Antoinette joined St. James’s Place as a Financial Adviser in 2017.

  • Phone:028 4461 7176
  • Email:antoinette.mcgradyfinancial@sjpp.co.uk
  • Experience:3+ years
Cathy Black
Paraplanner

Cathy Black

DipFA

Cathy has over sixteen 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.

  • Phone:028 4461 7176
  • Email:cathy.mcgradyfinancial@sjpp.co.uk
  • Experience:16+ years
Seamus Valente
Assistant Paraplanner

Seamus Valente

Seamus has recently joined McGrady Financial Services. He has 2 years’ experience as a mortgage administrator and is currently working on achieving full CeMAP qualifications to progress further into a career as a financial adviser. His role is to provide administrative assistance to both the Paraplanner and Financial Advisers.
  • Phone:028 4461 7176
  • Email:seamus.mcgradyfinancial@sjpp.co.uk
  • Experience:2+ years
Carole Stapleton
Office Manager

Carole Stapleton

Carole is responsible for organising and co-ordinating the office operations within McGrady Financial Services. Carole also provides administrative support to the Financial Advisers and Paraplanner. Carole has over 2 years experience within the financial services industry.

  • Phone:028 4461 7176
  • Email:carole.mcgradyfinancial@sjpp.co.uk
  • Experience:2+ years
Darragh McCrickard
IT and Marketing Manager

Darragh McCrickard

BSc (Hons)

Darragh has an honours degree in Business Information Technology from Queen’s University Belfast with a Degree Plus Certificate for his 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.

  • Phone:028 4461 7176
  • Email:enquiries@mcgradyfinancial.com
Catherine McCrickard
Company Secretary

Catherine McCrickard

HND

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.

  • Phone:028 4461 7176
  • Email:enquiries@mcgradyfinancial.com