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 finances, 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.
Our Vision
To be the best financial service provider of high-quality financial planning. Offering a face to face client approach and providing a sustainable personal touch with a community spirit.
Our Purpose
- We deliver financial planning for clients
- Ongoing service over time (client retention)
- Quality regulated advice
- Tailored to personal needs
- Creating an excellent experience from first contact
Our Values
- Quality of advice
- Customer experience
- Confidentiality
- Trust
- Believe in what we offer
- Professionalism and compliance
Meet The Team
Philip McCrickard
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.
- Phone:028 4461 7176
- Email:philip@mcgradyfinancial.com
- Experience:24+ years
Paul Rogan
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.
- Phone:028 4461 7176
- Email:paul@mcgradyfinancial.com
- Experience:26+ years
Cathy Black
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.
- Phone:028 4461 7176
- Email:cathy@mcgradyfinancial.com
- Experience:19+ years
Carole Stapleton
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.
- Phone:028 4461 7176
- Email:carole@mcgradyfinancial.com
- Experience:26+ years
Darragh McCrickard
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.
- Phone:028 4461 7176
- Email:darragh@mcgradyfinancial.com
- Experience:8+ years
Catherine McCrickard
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
- Experience:13+ years