Michael has been in working in the investment advice sector for 5 years, prior to this he worked as an inhouse accountant for a range of companies. He switched to the investment advice having developed and nurtured an interest in investments and is currently working towards achieving Chartered Wealth Manager status.
Outside work, Michael has a young family that keeps him busy. He also has an interest in motorcycling.
Email - firstname.lastname@example.org
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 - email@example.com
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 - firstname.lastname@example.org
Financial Planning Administrator
Laura has over 20 years’ experience working in banking and financial services. Laura started working in Financial services in 1998 at the Law Society (NI) Financial Advice Ltd. She worked for a few small private practice IFA's before joining First Trust Bank IFA in 2005. Laura 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 - email@example.com
Mortgage & Insurance Administrator
Margaret has over 30 years’ experience in the Financial Services industry having started with Britannic Assurance.
Having spent 19 years with Britannic, she then joined the Northern Bank as a General Insurance Adviser. Margaret lives in Dunmurry and is married with 2 children and 1 grandchild. When not working she enjoys keeping fit, spending time with her grandchild and at her holiday home in Mayo.