Headed by Jonathan Finlay, Managing Partner, the team at Finlay Wealth Management (FWM) is astute in all areas of financial planning. 

Jonathan has worked in financial planning for more than 30 years, which has seen him build enduring relationships with high-profile clients. 

He has been at the helm of FWM for more than a decade, following a line of senior roles at some of Northern Ireland’s key financial firms. 

Jonathan is supported by a strong team of financial experts.

Susan Wilson, Operations Manager and Chartered Financial Adviser, has been with the firm for more than 20 years. A problem solver, she ensures streamlined operations between FWM and clients bringing advanced financial planning skills to the table.

Gerald Stanley, an Adviser, is familiar with the workings of an esteemed financial planning firm. He joined FWM as part of an acquisition of his former self-named business, which was based in Killinchy. He brings a wealth of expertise and product knowledge to the team. 

Edward Gildea, an Adviser, has been with the firm since 2024 having completed his Diploma in Regulated Financial Planning from the SJP Financial Adviser Academy.

Chris McKeating, an Adviser, joined the team in 2025 and brings extensive experience and strong product knowledge to the team.

Emma McCrea is Finlay Wealth Management's Paraplanner. She joined the team in 2015 when she began analysing clients’ needs and responding with the most suitable products aligned to their individual preferences. Prior to working in wealth management, Emma, a St. James's Place alumna, was a claims processor.

Our efficient operations are bolstered by our Administrators Laura Maguire, Nicole Walsh, Lucy Leathem and Sara Allen, bringing over a decade of admin skills to the team ensuring your dealings with FWM are effortless.