E M Gray & Co Ltd

With 25 years experience in Financial Services I started my career at Lloyds Bank and also spent time at Prudential and Abbey National. Over the years I have gained a wealth of knowledge of the industry and understand how much clients value advice and my relationships with clients is at the heart of everything I do.

I joined the team at E M Gray & Co in January 2019 having previously been an owner/director at one of Northern Irelands largest mortgage and insurance businesses for 15 years. Looking for a new challenge, I completed the Diploma in Financial Planning , expanding my advice portfolio to include investments, pensions and tax planning.

E M Gray was established in 1981 and has grown from a family firm to one of Northern Ireland’s leading practices. As our team continues to grow, we now help generations of families with every aspect of managing their wealth from buying their first home to feeling secure in retirement.

Our advisers are all qualified to professional standards and are continually developing their expertise and knowledge so that we can guide you in making a financial plan and implementing solutions tailored to meet your objectives. Following a detailed analysis and understanding of your circumstances, needs and priorities in all key areas, we will design tailored solutions which are supported by a robust ongoing review service. Our aim is to simplify jargon and present solutions in a clear, meaningful way. We listen carefully to your objectives and make sure our recommendations fit with your attitude to risk, tax position and timescales.

We invest in a high calibre, well qualified back office team that provide dedicated support to our clients and advisers, looking after the administration of your account and ensuring your plans are implemented accurately and promptly. Our client relationships are at the heart of our business and we are committed to adding value to managing your money giving you the reassurance that you are in good hands. Our trusted advisers will guide you step by step throughout every stage of life. We want you to have confidence, knowing we are looking after your business now and at every stage of you and your family’s future.