Based in Belfast, Northern Ireland
Kerry McCaughan
Director, Wealth Management
Kerry is a chartered financial planner, with expertise in investment management, pensions, tax planning, and business and family protection. Her clients are typically business owners, wealthy individuals, partners in professional firms and trustees. Although based in Belfast, she has clients across the United Kingdom.
Outside of work, her hobbies revolve mainly around dogs, running and swimming, with the odd triathlon and round of golf thrown in.
Find out more about Kerry and our Belfast team...
Nothing found.
Home › Financial Planners › Kerry McCaughan
Kerry McCaughan
Director, Wealth Management / Chartered Financial Planner
Outside of work, her hobbies revolve mainly around dogs, running and swimming, with the odd triathlon and round of golf thrown in.
Expertise in
Talk to Kerry, call Amber River today
Articles related to Kerry and her team
What are your options when a business partner dies?
How can you prepare for the death of a business partner? We look at the key questions and planning options business owners should consider
Is critical illness cover worth the cost?
A serious illness or disability can have a huge impact on your finances - critical illness insurance will provide much-needed financial support
The four key stages of financial business planning
Kerry McCaughan looks at four critical stages of family financial business planning: protection, profit, succession and inheritance
Supercharge your pension tax relief like a superhero
Are you making full use of the tax relief allowance on your pension? If not, you could be losing out on thousands of pounds towards your retirement
Find out more about Kerry and our Northern Ireland team...
Our Belfast team has been offering financial planning advice to clients across Northern Ireland for over 40 years. The business was one of the first to join the Amber River group in 2019, and has since expanded to incorporate Belfast firms Barr & Law and White McMullan Barnes, alongside a new office in Coleraine.