Ireland - Soderberg

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.

Clients trust us with their financial future

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Assets under our advice

£ 0 m

Average advisor experience

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Client satisfaction rating

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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

A clear plan for your family’s future

Life is busy, and finances can easily become scattered. We help you bring everything together into one clear plan — so you can see where you stand and build towards the things that matter most.

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

Tailored retirement planning that brings together pensions, investments and tax-efficient income strategies, designed to support your long-term goals and adapt as your circumstances change.

Investment management

Portfolio advice and ongoing management aligned with your objectives, risk profile and overall financial plan, with regular reviews to ensure your investments remain on track.

Tax planning

Structuring income, assets and investments efficiently, with tax considered as part of your overall financial plan to support your long-term goals.

Protection and insurance

Advice on appropriate protection to help ensure you, your family or your business remain financially secure if the unexpected happens.

Estate and inheritance planning

Planning to help ensure your wealth is passed on in line with your wishes, with tax-efficient structuring and advice that fits within your overall long-term financial plan.

Mortgage and property advice

Advice on mortgages and property finance designed to fit within your wider financial plans, taking account of your long-term goals and changing circumstances.

Business financial planning

Joined-up advice for business owners, coordinating personal and business finances across income, tax, pensions, protection and succession planning.

Wealth management

A joined-up approach to managing, growing and protecting your wealth, bringing all areas of your financial planning together over the long term.

Later life and care planning

Planning to help you remain financially secure in later life, including preparation for care needs and coordination with your wider financial plans.

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

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

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

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

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

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

Our team