Paul McCoubrey CFP™

Director & Certified Financial Planner

About Paul

Reviews and Ratings for Financial adviser Paul McCoubrey, Belfast

Paul began his career in financial services in 1999 and became a financial planner in 2002. He worked for a leading bank in Northern Ireland before taking the leap and going self-employed in 2006. He became a Partner in a local firm in 2010, which merged with Navigate in 2015.

He now specialises in delivering proper goal-based financial planning, working with fellow business owners/directors/high earners to help them achieve their long-term objectives.

Paul is a published author via Amazon Kindle, having written two books: “Your Money and Your Life – Planning for the future while living for today” and “Your Money and Your Life: Buying your first house”. He’s also a regular guest speaker at Belfast Property Meet, Northern Ireland’s number one networking group for property investors.

Paul is married to Helen, and together they live in Doagh, Co. Antrim with their daughter Lucia and two Shih Tzu’s, Sadie and Maisie. Outside of work, he enjoys training, watching football and time with friends, as well as spending time at their family’s holiday home in Portrush.

In 2021 Paul embarked on the rigorous process of achieving Certified Financial Planner status, which is the globally recognised gold standard for financial planning qualifications. He achieved this level of qualification in 2023.


CFP™, CERTIFIED FINANCIAL PLANNER™ are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. The Chartered Institute for Securities & Investment is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB

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