The Team

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Senior Mortgage & Insurance Advisor

With early aspirations to become a PE Teacher, Paul took a gap year in 2010 while waiting for a spot to open up at Leeds University. Like every 20-year-old he needed money, so he joined Halifax and became a banker. (Yes, with a ‘b’!) 

Enjoying life with money in his pockets, the idea of returning to education quickly disappeared. However, a new life in the financial industry beckoned and Paul has never looked back.

After progressing through different banking roles over the next four years, Paul passed the CeMap exams he needed to become a mortgage advisor. Having successfully achieved his goals within the bank, he once again decided to further his career and move into the independent world.  

 Today, Paul’s goal is to make a difference to the lives of people in Northern Ireland. He is determined to remove the corporate jargon from mortgage and insurance advice, and to beat the banks by saving people money.    

At Home

Paul is married to Zoe and they live in Ballyhackamore. When he’s not working, he is either in the gym, playing football for his local club Agapé, or eating out with his wife. He loves to travel and has most recently visited Thailand, Marrakesh, Las Vegas, LA and Cancun. The goal for 2021 is Miami. 

Likes

Eating out, exercising, surprising people, winning.

Dislikes

Social media, being late, losing!

Client Manager

Mags has over 35 years’ experience in the financial services industry, having started with Britannic Assurance when leaving school, before moving on to the Northern Bank. She has been with a Client Manager with Navigate since 2015.

Mags’ role is to support clients in the administration and processing of their cases, from the initial meeting through to completion, ensuring that the whole process is swift and hassle-free.

At Home

Mags has been married to Brian for over 30 years. They have two children, Ciara & Conor, a granddaughter Holly, two cats and cocker spaniel.

When not working, Mags loves to exercise at her local gym, go for long walks with her dog and spend time with her granddaughter. She also likes to unwind at her holiday home in Mayo.

Likes

Gardening, holidays, restaurants and going to concerts.

Dislikes

People being late, laziness, dishonesty.

Mortgage & Insurance Advisor

Lewis is a qualified financial adviser who specialises in mortgages and life insurance.

After several years living in Cyprus and Mallorca, he moved back home to Northern Ireland and spent four years in asset finance. He enjoyed the industry but wanted a role where he was able to engage with clients more on a personal level.

Client Manager

At the age of 23, Chris joins us with 4 years experience already in the financial industry. 

He worked in Halifax banking and savings and then moved into their fraud squad for 2 years so it's our job now to get him settled in and remove the ‘corporate’ out of him!

His role will be client manager and he’s learning from the best with Mags and Sara. He will be doing everything from keeping clients updated on a daily basis to chasing down lenders for quicker decisions.

At Home

In his downtime, Chris enjoys the Belfast nightlife, time spent with friends, and playing for his local sports teams.

Likes

Socialising, playing/watching sports, bagels.

Dislikes

Laziness, lockdowns.

Managing Director & Financial Planner

Paul started his financial services career in 1999, working as an administrator within an Independent Financial Advisor practice in Bangor. At age 22 he achieved his Financial Planning Certificate and became a trainee financial planner at the Northern Bank. Four years later, Paul decided to start his own business and became a self-employed financial planner.

In 2015 Paul joined Navigate IFA, bringing with him a successful property business specialising in mortgages, associated insurances and property investing. He holds the Diploma in Financial Services. 

 Paul has two books published via Amazon Kindle, ‘Your Money and Your Life - Planning for the future while living for today’ and ‘Your Money and Your Life: Buying your first house’. He is a regular guest speaker at Belfast Propertymeet, Northern Ireland’s number one networking group for property investors. 

At Home

Paul lives with his wife Helen and their two dogs in Doagh, Co. Antrim. Outside the office he enjoys holidays, downtime with friends and family, watching sport and going to the gym.

Likes

Mexican food, football, reading and listening to podcasts.

Dislikes

People being late, arrogance, computer games and reality TV.