Financial Advice Based in Belfast
Financial planning and management, for many people, can be a confusing and overwhelming experience and often it is the fear of the unknown which is unsettling. Having a robust financial plan, built around your – and your family’s – circumstances is the key to living life on your terms.
Our client-focused, carefully crafted advice process is built around you, your objectives and your timescales. Only when we are clear on these can we progress to researching your options and building a personalised plan.
Our Mission
Our mission is to build lasting relationships with our clients by providing insightful, transparent, and innovative financial solutions designed to achieve lasting success.
Why Us?
Underpinning our advisory ethos are three core pillars, our non-negotiables, that put our clients first and enable us to deliver the best service possible:
Independent, Impartial Advice
Independence allows us to access whole of market, bringing the best solutions to our clients
Cashflow-Led Financial Planning
Cashflow-led planning allows for more robust planning and clear goal setting; and
Transparent, Capped Fees
Fixed fees are more closely aligned to the work done and value added and also allow clients to keep more of their investment returns
Meet The Team
Stephen McCallum, FCSI, FPFS, IMC
Director | Chartered Financial Planner | Independent Financial Adviser
With 21 years financial services experience, Stephen is passionate about de-mystifying the world of personal finance and prides himself in his ability to communicate with his clients in a clear, concise “simple maths and plain English” manner.
A Chartered Fellow with both of the UK’s leading professional financial planning bodies, Stephen also holds qualifications and accreditations from two more, including the rigorous Investment Management Certificate (IMC) via the CFA Society UK.
Sam Mulholland, Cert CII (MP)
Director
Sam is one of the founders of Crawford Mulholland and has been instrumental in growing Crawford Mulholland’s Residential & Commercial lending businesses in Belfast, and beyond.
Sam has completed four of the six exams necessary for the Diploma in Regulated Financial Planning and is looking forward to commencing his financial planning journey.
Mark Crawford
Director
Mark has enjoyed almost 20 years in the financial services industry, initially in a self-employed role through Mark Crawford Financial, before launching Crawford Mulholland Mortgages with fellow director Sam Mulholland in 2017.
Take Control of Your Finances
A financial plan serves as your road map to financial freedom and enables you to live life on your own terms.
Life is not a rehearsal, there are no second-takes, so we focus on helping our clients live their best lives, here and now.