Paul Mccoubrey Cfp™

Paul Mccoubrey Cfp™ Email and Phone Number

Director & Certified Financial Planner at Navigate IFA | Financial planning for young professionals, business owners, and retirees who want to live life to the fullest | 97% of clients would recommend | @ Navigate IFA Ltd
150 Holywood Road, Belfast,Northern Ireland BT4 1NY,United Kingdom
Paul Mccoubrey Cfp™'s Location
Belfast Metropolitan Area, United Kingdom
About Paul Mccoubrey Cfp™

Hi, I’m Paul.I’m a Director and Certified Financial Planner at Navigate IFA.I’m also a published author – Your Money and Your Life: Planning for the future while living for today. Designed to educate people on the fundamentals of taking control of their money, it provides practical advice and free resources to live a life free of stress around finances.𝗜𝗻 𝗺𝘆 𝗿𝗼𝗹𝗲, 𝗺𝘆 𝗽𝗮𝘀𝘀𝗶𝗼𝗻 𝗶𝘀:I help my clients to identify, achieve, and maintain their desired lifestyle, without fear of running out of money.Why?I am driven to help people of all ages take responsibility for their financial lives, and create a platform for the lifestyle they want to achieve. I truly believe that, by being organised and having a plan for the future, you have greater options and more time to enjoy the people and things you love the most.𝗪𝗵𝗼 𝗮𝗿𝗲 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗲 𝗜𝗙𝗔?At Navigate IFA, we exist to help people realise and achieve the things they want to do, without the worry of money holding them back.𝗬𝗼𝘂 𝗳𝗶𝗿𝘀𝘁, 𝘆𝗼𝘂𝗿 𝗺𝗼𝗻𝗲𝘆 𝘀𝗲𝗰𝗼𝗻𝗱We work with:• Young professionals• Business owners and executives• Retirees.𝗗𝗼𝗻'𝘁 𝗷𝘂𝘀𝘁 𝘁𝗮𝗸𝗲 𝗼𝘂𝗿 𝘄𝗼𝗿𝗱 𝗳𝗼𝗿 𝗶𝘁For our clients, the single biggest benefit of working with us is:• “Peace of mind” • “An increased sense of financial security”• “Confidence in knowing our money is being looked after”.99% of clients believe that working with us has helped or will help them achieve their financial goals.Want to find out if you could be in a better place financially?• Call us on 028 9076 9769 for a free, 30-minute consultation (with no product pushing or sales pitches) or schedule a meeting via https://outlook.office365.com/owa/calendar/Navigate1@navigateifa.com/bookings/s/aTcgRahO3Eqilxe-jKAgyA2

Paul Mccoubrey Cfp™'s Current Company Details
Navigate IFA Ltd

Navigate Ifa Ltd

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Director & Certified Financial Planner at Navigate IFA | Financial planning for young professionals, business owners, and retirees who want to live life to the fullest | 97% of clients would recommend |
150 Holywood Road, Belfast,Northern Ireland BT4 1NY,United Kingdom
Website:
navigateifa.com
Employees:
7
Paul Mccoubrey Cfp™ Work Experience Details
  • Navigate Ifa Ltd
    Director & Certfied Financial Planner
    Navigate Ifa Ltd Oct 2020 - Present
    Belfast, Northern Ireland, United Kingdom
    Navigate IFA is an independent financial planning practice providing a professional and comprehensive financial planning service. We provide financial advice which is ‘‘truly’’ independent of any bank, building society, insurance company or investment group.Our aim is to help clients be in full control of their finances instead of their finances controlling them. Through financial coaching we are able to support and guide you through the financial world. We know where the pitfalls are,… Show more Navigate IFA is an independent financial planning practice providing a professional and comprehensive financial planning service. We provide financial advice which is ‘‘truly’’ independent of any bank, building society, insurance company or investment group.Our aim is to help clients be in full control of their finances instead of their finances controlling them. Through financial coaching we are able to support and guide you through the financial world. We know where the pitfalls are, and we use tried and tested strategies to help you manage your money better and make the most of it.Independent Financial Planner: Financial CoachingIndependent Financial Planner: Mortgage AdviceIndependent Financial Planner: Life InsuranceIndependent Financial Planner: Critical IllnessIndependent Financial Planner: Income ProtectionIndependent Financial Planner: Business PlanningIndependent Financial Planner: Investment PlanningIndependent Financial Planner: Retirement Planning Show less
  • Navigate Independent Financial Advisors Llp
    Partner & Financial Planner
    Navigate Independent Financial Advisors Llp Sep 2015 - Oct 2020
    Holywood Road, Belfast
    Navigate IFA is an independent financial planning practice providing a professional and comprehensive financial planning service. We provide financial advice which is ‘‘truly’’ independent of any bank, building society, insurance company or investment group.Our aim is to help clients be in full control of their finances instead of their finances controlling them. Through financial coaching we are able to support and guide you through the financial world. We know where the pitfalls are,… Show more Navigate IFA is an independent financial planning practice providing a professional and comprehensive financial planning service. We provide financial advice which is ‘‘truly’’ independent of any bank, building society, insurance company or investment group.Our aim is to help clients be in full control of their finances instead of their finances controlling them. Through financial coaching we are able to support and guide you through the financial world. We know where the pitfalls are, and we use tried and tested strategies to help you manage your money better and make the most of it.Independent Financial Planner: Financial CoachingIndependent Financial Planner: Mortgage AdviceIndependent Financial Planner: Life InsuranceIndependent Financial Planner: Critical IllnessIndependent Financial Planner: Income ProtectionIndependent Financial Planner: Business PlanningIndependent Financial Planner: Investment PlanningIndependent Financial Planner: Retirement Planning Show less
  • Financial Choices Llp
    Partner & Financial Planner
    Financial Choices Llp Nov 2010 - Sep 2015
    Financial Choices (UK) LLP is a local firm of Independent Financial Advisers with over 20 years experience. Money is such an important part of everyday life, yet nobody teaches us how to manage our finances effectively.Our aim is to help clients be in full control of their finances instead of their finances controlling them. Through financial coaching we are able to support and guide you through the financial world. We know where the pitfalls are, and we use tried and tested strategies to… Show more Financial Choices (UK) LLP is a local firm of Independent Financial Advisers with over 20 years experience. Money is such an important part of everyday life, yet nobody teaches us how to manage our finances effectively.Our aim is to help clients be in full control of their finances instead of their finances controlling them. Through financial coaching we are able to support and guide you through the financial world. We know where the pitfalls are, and we use tried and tested strategies to help you manage your money better and make the most of it.Independent Financial Planner: Financial CoachingIndependent Financial Planner: Mortgage AdviceIndependent Financial Planner: Life InsuranceIndependent Financial Planner: Critical IllnessIndependent Financial Planner: Income ProtectionIndependent Financial Planner: Business PlanningIndependent Financial Planner: Investment PlanningIndependent Financial Planner: Retirement Planning Show less
  • View Financial Services
    Director & Financial Planner
    View Financial Services May 2009 - Oct 2010
  • Mortgage & Protection Solutions
    Financial Planner
    Mortgage & Protection Solutions Oct 2006 - Apr 2009
  • Northern Bank
    Financial Planner
    Northern Bank Jun 2002 - Oct 2006
    Financial Planner

Paul Mccoubrey Cfp™ Education Details

  • Royal Belfast Academical Institution
    Royal Belfast Academical Institution

Frequently Asked Questions about Paul Mccoubrey Cfp™

What company does Paul Mccoubrey Cfp™ work for?

Paul Mccoubrey Cfp™ works for Navigate Ifa Ltd

What is Paul Mccoubrey Cfp™'s role at the current company?

Paul Mccoubrey Cfp™'s current role is Director & Certified Financial Planner at Navigate IFA | Financial planning for young professionals, business owners, and retirees who want to live life to the fullest | 97% of clients would recommend |.

What schools did Paul Mccoubrey Cfp™ attend?

Paul Mccoubrey Cfp™ attended Royal Belfast Academical Institution.

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