McGrady Financial Services Ltd. 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, impartial 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 eighteen years, Although experienced in all areas of financial planning Philip specialises in pensions, investments and Inheritance Tax mitigation advice to corporate and high net worth clients.

  • Phone:028 4461 7176
  • Email:philip@mcgradyfinancial.com
  • Experience:18+ 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 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.

  • Phone:028 4461 7176
  • Email:paul@mcgradyfinancial.com
  • Experience:20+ years
Cathy Black
Paraplanner

Cathy Black

DipFA

Cathy has over thirteen 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.com
  • Experience:13+ 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.

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