mcgrady wealth management
Financial planning built around you
Independent, whole-of-market advice from a team that takes the time to understand what matters. We build plans that work – and relationships that last.
part of
Söderberg & Partners Financial Planning
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Everyone’s financial situation is different. Whether you are planning for your family, building a business, or preparing for the future, our advice is designed to help you make informed decisions with confidence. We take the time to understand your circumstances and provide clear, long-term financial planning tailored to your goals.
About us
Over 40 years of trusted advice
McGrady Financial Services Ltd was established over 40 years ago. We provide financial advice throughout Northern Ireland, maintaining our reputation for giving clients the individual attention and consistent high-quality service they have come to expect.
Who we help
Advice designed around your life
Individuals & Families
Professionals & High Earners
Make the most of what you earn
When your income grows, so does the complexity. We help you cut through the noise, keep more of what you earn, and build long-term wealth with a strategy that fits your career and lifestyle.
Business Owners
Protect your business and your life
Your personal and business finances are deeply connected. We help you plan for both — from rewarding yourself tax-efficiently to protecting the business against the unexpected.
our services
Financial planning built around you
From your first pension to later life planning, we offer a comprehensive range of financial services — all delivered with the personal attention and clarity you deserve.
Retirement planning
Investment management
Tax planning
Protection and insurance
Estate and inheritance planning
Later life and care planning
The advice journey
Six steps to Clarity
Our structured process ensure nothing is left to chance. Every step is designed to give you confidence trqansparency and a plan that truly works.
01
Initial Conversation
A relaxed, exploratory conversation where we get to know you, understand your goals, and explain how we work. There’s no jargon, no hard sell – just an honest discussion about whether we’re the right fit.
What you'll receive
- Clear understanding of your objectives
- Overview of our process and fees
- Decision on whether to proceed
02
Discovery & Analysis
We take a comprehensive look at your financial world — income, assets, liabilities, pensions, protection, tax position, and family situation. This detailed fact-find is the foundation everything is built on.
What you'll receive
- Complete financial snapshot
- Attitude to risk assessment
- Cashflow modelling inputs
03
Research & Strategy
Our team conducts thorough market research, product analysis, and financial modelling. We stress-test scenarios, model different outcomes, and identify the strategy that best fits your circumstances.
What you'll receive
- Detailed cashflow projections
- Product & market comparison
- Tax impact analysis
04
Recommendation
We present our recommendations in plain English, walking you through every element — the rationale, the costs, the expected outcomes, and the risks. Complete transparency, no surprises.
What you'll receive
- Full suitability report
- Clear cost disclosure (MiFID II)
- Step-by-step implementation plan
05
Implementation
Once you’re comfortable, we handle all the paperwork, applications, and fund allocations. You’re kept informed at every stage, with nothing left to chance.
What you'll receive
- Application processing & tracking
- Fund selection & allocation
- Policy documentation & confirmations
06
Ongoing partnership
Your financial plan isn’t static — and neither is our relationship. We monitor your portfolio, review your goals annually, and adapt the strategy as your life evolves. You’ll always have someone to call.
What you'll receive
- Annual review meeting
- Portfolio rebalancing
- Life event support & adjustments
Our team
Meet the people behind your plan
An experienced team of advisers and professionals dedicated to your financial wellbeing.
Insights & commentary
Thinking that matters
Breaking the silence: Tackling Britain’s money taboo
Why talking about money boosts wellbeing, relationships, and financial futuresWe happily discuss our health, our relationships, and even our most embarrassing mistakes with friends and
Your health could be the key to a larger pension
Maximise your pension by sharing your health storyMany UK adults approaching retirement may be missing out on thousands of pounds due to misunderstandings about how
A gradual approach to entering the financial markets
Significantly reducing the overall risk profile of your investment portfolioThere may come a time in your life when you find yourself in the fortunate position