Your Future Is Our Commitment
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How we can help
We are a leading firm of Financial Planning Consultants and Wealth Managers with significant experience advising individuals and businesses on all aspects of their financial planning needs. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
EM Gray & Company was established in 1981 in Belfast and since then it has grown into one of the largest financial advice practices in Belfast with specialist advisers working throughout Northern Ireland.
We’ve been helping people make informed financial decisions, in good times and challenging times, for over 40 years. Our team of experienced advisers and planners are fully qualified to provide advice and guidance. We are a team of knowledgeable, caring, warm, and accessible professionals who use insight to help our clients make the right financial decisions.
Helping our clients achieve their financial goals since 1981
How can a Financial Adviser help?
Tracey O’Reilly Johnston talks about the role of a financial adviser.
How can a Mortgage Broker help?
Chris Anderson introduces the company and talks us through the role of a mortgage broker.Your journey with us
By aligning your plans with our knowledge, good things start to happen.
If you’re facing a financial problem that’s causing you concern, the last thing you want is a complicated solution. That’s why the process you’ll follow with us is so simple and designed to put you at ease right from the very start.
You’ll be guided through six clear stages, each catered to your individual needs, and with insight and financial planning expertise at their core. But these steps are only the beginning of your financial planning journey with us, which we hope will blossom into a long-term relationship.
Step 1 – Initial Meeting
The first and most important thing you need to know is whether the people you’re getting financial planning support from are the right fit for you. Your initial meeting with us will give you the chance to see if we connect and make sure you’ll be comfortable working with our team.
Step 2 – Discovery
Financial planning is about more than just money, so in the discovery stage, we’ll ask you to share your worries, priorities, and wishes for the future. We’ll discuss which of our services would be most suitable for helping you achieve your goals.
Step 3 – Planning
Once you’re happy, we’ll take a thorough look at your existing financial circumstances and arrangements and then prepare a detailed report of recommendations. With your permission, we’ll contact any financial services providers you’re currently working with on your behalf, so you won’t need to lift a finger.
Step 4 – Presentation
In your next meeting, you’ll see the findings of our report, and the courses of action that our experts suggest you take to get the outcome you want. We’ll discuss whether the report needs updating to reflect any changes in your financial situation, then confirm that you’re happy to take the next step.
Step 5 – Implementation
Now it’s time to move one step closer to financial freedom and put your plan into action, something our specialist team will take care of for you. We’ll gather the relevant information and help you complete the paperwork, and we’ll make sure you’re kept fully up to date with the progress of any applications.
Step 6 – Review
The overall goal of your financial plan should be lasting happiness and success, but if plans and circumstances change, you’ll need help to stay on track. By reviewing your financial arrangements on a regular basis, we can make any adjustments needed over time and build a plan that always works for you.
