With many years experience in the financial services industry, we believe in providing an outstanding service to our clients delivered in a clear and straightforward manner whilst ensuring that we always deliver on our promises.
Based in Belfast, our aim is to deliver bespoke personalised financial advice to our clients whether that be planning for retirement, making sure your wealth lasts in retirement through cash flow modelling, protecting your loved ones or making the most of your tax efficient investment and savings allowances.
We always put our clients needs first and are committed to delivering an outstanding level of service and advice for each and every one of them. We aim to build long term relationships with all our clients and will agree a bespoke on-going review strategy that suits your individual needs.
We pride ourselves on honesty and integrity meaning our clients benefit from having peace of mind that they are being looked after by highly qualified and experienced advisers.
Adam entered the financial services sector immediately after completing his degree at university in 2001. Having joined McAuley Financial in 2004, he became a Director in 2009 and then Managing Director in 2019. He continues to provide holistic financial advice to his clients and specialises in retirement planning, savings and investments. His depth of experience means that he is well placed to deliver appropriate and tailored advice to meet a wide range of financial planning needs.
Following a placement year with the firm in 2005 whilst studying at university, Joel completed his finance degree and duly accepted a permanent position in the company eventually progressing to become an IFA and now specialises in retirement planning and wealth management. He was appointed as a Director in 2019 and alongside Adam, Joel is helping to grow the business delivering a range of presentations across the UK.
Peter has worked in financial services since 2013 beginning his career with a large multinational bank. Since joining McAuley Financial in 2016 he has completed his Level 4 Diploma in Regulated Financial Planning and is now an IFA. Peter works closely with clients to create holistic financial plans focused on their individual goals and objectives.
Claires career in financial services began in Scotland in 2001 working for a number of banks and financial institutions before moving into mortgage and protection advice. Joining McAuley Financial in 2011 Claire has established herself as a senior adviser within the business with a wealth of experience and provides the highest level of service to her clients.
Susan has worked in financial services since 2004 after starting her career within the banking sector. This has helped Susan gain the knowledge and experience required to assist clients with their complex protection needs. During busy periods throughout the year she demonstrates her wider skills by supporting the client review team.
Sharon has over 25 years’ experience in the Financial Services industry and along with managing the day to day operation of the back office team she also provides administrative support to adviser team.
Christina started her career in the banking sector and spent a number of years providing mortgage and protection advice to their customers. Following a short break she joined the adviser support team at McAuley Financial Limited primarily offering support to the mortgage advisers.
Julie has a strong background in customer service within the Financial Services industry and provides administrative support to the adviser team ensuring new clients receive an excellent service.
Sian graduated from Queens University, Belfast with a degree in Finance. Following a period of employment with a large national life insurer she joined McAuley Financial Limited in 2019. She is now the Client Review Manager and plays a proactive role in overseeing the implementation of the annual review process.
To find out more, please call 028 9066 6860 or email us at info@mcauleyfinancial.co.uk