Your independent financial planning partner

Based in Newry, we provide financial and mortgage advice for clients across Northern Ireland.

Our story

Helping people just like you

We’re not just here to organise your mortgage, your pension pot, or your other assets; we’re here to help you to achieve your goals. We’ve honed our expertise to focus on people who are:

Families
Homebuyers
Business owners
Approaching retirement
In retirement

Helping you to prepare for the future

For people with young families, it can be hard to find the time to stop and think about your financial future. We work with people who are ‘doing okay’ with their money but want to feel confident that they are doing enough to save for their, and their children’s futures.

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Helping you to buy your dream home

We help all kinds of people to secure the best mortgage for their needs. As we are whole of market mortgage advisers, we are independent from banks and building societies. This means that we can find the best mortgage deal for you.

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Helping you make the most of your business

Business owners are often unaware of all the ways their company can positively benefit their personal finances. With tax-efficient options for investing and contributing to your pensions, we can advise on the best ways to grow and protect your wealth.

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Helping you decide when and how to retire

For many people in their 50s and 60s, a big concern is how they will fund their retirement. We work with people from all walks of life who have built up their pension ‘pot’ and want to know if it will provide them with the retirement they want!

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Helping you to enjoy your retirement

For people who have retired, a big concern is whether their wealth will be enough to see them through. We work with people who have a pension ‘pot’ and want to enjoy this stage of their lives as much as possible.

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Client feedback helps us to understand what clients value about Digney Grant Financial Planning. what we’re doing right and where there’s room for improvement.

In a recent survey, we asked for feedback on the quality of our services, what clients value most from their financial planner and whether we have or are helping them achieve their financial goals.

We’re delighted to report that:

96% of clients believe that working with us has helped or will help to achieve their financial goals.
95.45% of clients would come back to us for their next mortgage.
96% of clients were satisfied with the speed of response from their planner.

Meet your team

Our financial and mortgage experts are here to provide financial advice for life. With years of experience and qualifications under our belts, we enjoy helping our clients to achieve their financial goals. Come and meet the team…

Meet the team
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Seán Digney

Director and Financial Planner

Sean has worked in financial services for over 10 years and achieved the Diploma in Regulated Financial Planning in 2013.
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Martin McLernon

Financial Adviser

Martin has been working in financial services for several years and is currently working towards Chartered Financial Planner status.
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Mark Williams

Mortgage & Protection Adviser

Mark began working in the financial services industry 25 years ago.
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Colum Lynch

Financial Adviser

Colum has spent 32 rewarding years in the financial services profession. He enjoys working with clients of all ages.
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Paddy O’Hanlon

Mortgage & Protection Adviser

Paddy began working in the financial services industry 27 years ago with Cornhill where he gained a wealth of experience.
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Paul Digney

Consultant

Paul has worked in financial services for 40 years and specialises in protection and private medical cover.
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Caoimhe Morgan

Personal Assistant

Caoimhe has over 10 years of experience as a PA/EA and has worked in both the public and private sectors.
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Philip Matthews

Senior Paraplanner

Philip has more than 20 years' experience in financial services. His role as a senior paraplanner means he spends most of his time preparing, implementing and reviewing a client's financial plan.
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Fancy a chat?

If you have a mortgage or financial enquiry or would like to learn more about financial planning, we’d be delighted to have a chat with you.