Paul McCoubrey Cfptm
Director & Certfied Financial Planner @Navigate Ifa Ltd
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WORK HISTORY
Director & Certfied Financial Planner @Navigate Ifa Ltd
Belfast, GB
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
ABOUT PAUL MCCOUBREY CFPTM
No fluff. No jargon. Just straight-up financial advice that works. I help business owners, senior professionals, and successful families take control of their money—cut unnecessary tax, invest smarter, and retire earlier than they thought possible. As Director and CFP™ at Navigate IFA, I lead a team that builds tailored financial strategies for people who don’t want guesswork. Whether you’re scaling a business, planning an exit, or just sick of generic advice, we bring clarity and action. Chartered & Certified Financial Planner™ 20+ years advising clients across the UK & Ireland 97% client recommendation rate (real, not made-up) Specialist in tax efficiency, retirement planning, and business succession Want to stop winging your finances and start building actual freedom? Let’s talk. • Call me on 02•••••••69 for a free, 30-minute consultation (with no product pushing or sales pitches) or schedule a meeting via http://calendly.com/paulmccoubrey/30min?month=2025-05
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