Mike Kakuru - Paraplanner

Michael Kakuru

Michael has been working in the Wealth Management industry for 6 years. Prior to this he worked as an inhouse accountant. He switched to investment advice having developed and nurtured an interest in investments. He has attained the Diploma in Financial Planning from the Chartered Insurance Institute. He is currently a Level II candidate on the CFA Program and is working towards earning the CFA Charter. Outside work, Michael has a young family that keeps him busy. He also has an interest in motorcycling. Email - michael.kakuru@navigateifa.com

 

Matt Greer - Paraplanner

 Matt Greer

Matt has been working in the financial advice sector for 3 years, prior to this he worked in retail banking and pensions. Matt’s goal is to become a qualified adviser within the next 12-18 months and he is passionate about helping clients plan for the future. Email - matt.greer@navigateifa.com

 

Kathy McMullan - Practice Manager

 Kathy McMullan

Kathy is the go-to person for all matters relating to the day-to-day running of the office.  When Kathy is not looking after the office she enjoys hiking, kayaking and anything outdoors.  Email - kathy.mcmullan@navigateifa.com

 

Margaret Prall - Office Administrator

Margaret Prall

Margaret has a wealth of experience working in the banking industry. Margaret leads the administration function, dealing with all finance matters and back office systems.  Email - margaret.prall@navigateifa.com

 

Laura Watt - Financial Planning Administrator

Laura Watt

Laura has over 20 years’ experience working in banking and financial services. Laura started working in Financial services in 1998 holds FPC 1,2,& 3 and MAQ qualifications.  Laura is a busy mum and spends her time on cricket and football sidelines as well as early mornings at the ice rink with her children.  Email - laura.watt@navigateifa.com

 

Katie Edgar - Financial Planning Administrator 

 Katie Edgar

Katie looks after the administration in the Investment and Protection departments and has been a volunteer at the Citizen's Advice Bureau for many years. She has cMap and 3 CeFA qualifications.  Katie enjoys hiking in the Mournes and spending time with her family.  Email - katie.edgar@navigateifa.com

Navigate IFA Belfast
Studio 3 Strand Studios
150 Holywood Road
Belfast, BT4 1NY
Northern Ireland
Tel: +44 (0)28 9076 9769

Email: office@navigateifa.com

EMAIL COMMUNICATIONS ARE NOT SECURE AND FOR THIS REASON NAVIGATE IFA CANNOT GUARANTEE THE SECURITY OF THE EMAIL, IT'S CONTENTS OR THAT IT REMAINS VIRUS FREE ONCE SENT.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Navigate Independent Financial Advisers LLP is a Limited Liability Partnership registered in Northern Ireland with registered number NC001204 and registered office Studio 3, Strand Studios, 150 Holywood Road, Belfast, BT4 1NY and is authorised and regulated by the Financial Conduct Authority.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk