mcgrady wealth management
Who we help
We’ve built our expertise around the people we serve most – so you get an adviser that really understands your world.
PART OF Söderberg & Partners Financial Planning
At Söderberg & Partners Financial Planning, we believe in building lasting relationships rooted in openness, personal service, and transparency. When your advisor is part of our network, they can focus on what matters most: you.
By minimising administrative tasks and risks through advanced technology used across Europe, we empower our advisors to spend more time understanding your unique goals and delivering tailored solutions. We also know that great outcomes depend on great communication – so keeping you informed, involved, and confident at every stage is central to how we work.
As part of a leading organisation, you enjoy the advantages of scale – access to expertise and resources – while your advisor remains personal, and dedicated to delivering strong client outcomes and helping you reach your financial goals with genuine care.
Behind your advisor stands a leading European financial services group with a strong track record. Founded in Sweden in 2004 as a team of nine analysts, Söderberg & Partners has grown into an organisation of over 4,460 employees across eight countries, with assets under advice of £84 billion and revenues of £850 million (2024).
For thirteen consecutive years, the group has been rated number one for customer satisfaction in its home market – a reflection of the same commitment to quality, openness, and personal service that defines how we work in the UK. Söderberg & Partners entered the British market in 2024, investing in and partnering with financial advisers to help them deliver real value to their clients.
* Figures from Söderberg & Partners’ 2024 annual report.
** Figures per category are rounded to the nearest SEK 10 billion.AuM (assets under management) includes AuM for the Danish company APC, which is an associated company and is therefore not fully consolidated in the parent company’s financial statements as at year-end 2024.
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
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.