Established in 2001 and based in Holywood, the team at MC3 Investments has many years’ experience providing practical financial planning advice to individuals, families and businesses.
We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.
This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
At MC3 Investments, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
DipFA MIFS (Partner)
Conor joined MC3 Investments as a Partner in March 2017. He has over 18 years’ experience in financial services. His career in the industry began with 3 years at Barclays IFA Training Academy where he gained his Financial Planning Certificate qualification. He then spent four years at another well regarded Independent Financial Adviser Firm in Edinburgh. He is qualified and experienced in all of the core areas of our business; Financial Planning, Investments, Pensions and Inheritance Tax Planning. Conor’s experience has been put to good use; he provides financial planning services to clients throughout Northern Ireland and the UK mainland. Conor has now achieved a level 4 qualification in financial planning.
DipFA MIFS (Partner)
On returning from Newcastle upon Tyne in 1982 having studied Accountancy, Philip joined the Financial Services Industry with Hambro Life. In 1987 he then joined Halifax as a manager responsible for the setting up and running of their Financial Services specifically for their Non- Mortgage business (i.e. Pensions and Investments). Then in 1992 he set up and became a director of PEFS Ltd were he concentrated on Corporate and Retail wealth management. This firm then merged with Hanley Morton Ltd in 2001 were he was the Director responsible for compliance and pensions. Since March 2017 he has been a partner in MC3 Investments looking after private retail clients.
Amanda joined MC3 investments in its founding year of 2001 with the original Partners.
Having 31 years of experience in the financial services industry, she has supported many a Financial Advisor over the years, starting in Anderson Financial Services then Armstrong Anderson Partnership and worked her way to Office Manager when she joined MC3.
Amanda prides herself on her approachable & friendly relationship with our clients & has become an asset to the company.
Want to know more?
To find out more or to arrange a meeting with us, please call
02890 424262 , or email firstname.lastname@example.org