The team

Meet our team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than
you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Michaela Beggan DipPFS G60Financial Planner

Michaela set up MBFS Mortgages & Financial Planning to provide a full financial planning service.

We take a complete approach to satisfy all our customers’ needs & priorities; whether buying a home, protecting your family, arranging investments or planning your pension for retirement. Michaela is exceptionally well qualified, holding the Advanced Financial Planning Certificate, Dip PFS, as well as the G60 Pensions Qualification.

At MBFS Mortgages & Financial Planning we are happy to advise you in the comfort of your own home or at your place of work; it’s entirely up to you. We are ideally situated in Magherafelt which is centrally located in Northern Ireland, making us accessible to anyone.

As a professional financial advisor, I am registered with the Personal Finance Society. This not only shows our commitment to quality, but our dedication to providing reliable & trustworthy advice.

E: [email protected] T: 028 7963 4009

Glenn Baird MLIBF DipFAFinancial Adviser

Glenn has worked for MBFS since 2013 initially as an administrator and has since become a fully qualified financial adviser. He also holds a Later Life Planning qualification. We are happy to advise clients in the comfort of your own home or at your place of work, as well as from our office based in Magherafelt.

E: [email protected] T: 028 7963 4009

Kathleen McCloy Administrator

Kathleen has worked with MBFS since 2017 and has been a valuable addition to the team. She had previously worked in banking for over 20 years, has excellent experience in financial services and also works closely with Michaela & Glenn.

E: [email protected] T: 028 7963 4009

Company address: MBFS Mortgages & Financial Planning, 7 The Brambles, Magherafelt, BT45 5RY

T: 028 7963 4009 E: [email protected]

MBFS Financial Limited is registered as a Limited company in Northern Ireland No: NI659600. Registered address: 7 The Brambles, Magherafelt, BT45 5RY.

MBFS Mortgages & Financial Planning is a trading style of MBFS Financial Limited which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk )under reference 440703 and 440718.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is thereforetargeted at consumers based in the UK.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 20/07/2023