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
Who we help
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.
The role of the Financial Adviser has changed almost beyond recognition in a highly regulated industry. We have embraced that change while staying true to what matters most — treating our clients as we like to be treated.
Entrusting your financial affairs and hard-earned money to a Financial Adviser is a big decision. That is why, when we are reviewing your finances, discussing your retirement options or managing your investments, we do so in partnership with you. We provide confidential, astute, honest advice, and talk to you clearly and concisely with no jargon.
Who we help
Advice designed around your life
We’ve built our expertise around the people we serve most – so you get an adviser that really understands your world.
Individuals & Families
Business Owners
Retirement PLanning
Mortgages & protection
Individuals & Families
Plan your future with confidence
Whether you’re building wealth, approaching retirement, or protecting the people you love, we create a financial plan that evolves with your life. We provide confidential, astute, honest advice — and talk to you clearly and concisely with no jargon.
- Retirement Planning & Drawdown
- Wealth Accumulation
- Tax-Effcient Investing (ISAs, VCTs)
- Life & Critical Illness Cover
- Inheritance Tax Planning
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
Whether retirement is decades away or just around the corner, we help you build a plan that gives you the freedom and security to enjoy the life you’ve worked for.
Retirement Planning
Whether retirement is decades away or just around the corner, we help you build a plan that gives you the freedom and security to enjoy the life you’ve worked for.
Retirement Planning
Whether retirement is decades away or just around the corner, we help you build a plan that gives you the freedom and security to enjoy the life you’ve worked for.
Retirement Planning
Whether retirement is decades away or just around the corner, we help you build a plan that gives you the freedom and security to enjoy the life you’ve worked for.
Retirement Planning
Whether retirement is decades away or just around the corner, we help you build a plan that gives you the freedom and security to enjoy the life you’ve worked for.
Retirement Planning
Whether retirement is decades away or just around the corner, we help you build a plan that gives you the freedom and security to enjoy the life you’ve worked for.
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.
STEP 01
Initial Conversation
STEP 02
Discovery & Analysis
STEP 03
Research & Strategy
STEP 04
Recommendation
STEP 05
Implementation
STEP 06
Ongoing partnership
Our team
Meet the people behind your plan
An experienced team of advisers and professionals dedicated to your financial wellbeing.
financial advisers
Philip McCrickard
Managing Director
CEMAP, DIPFA
24+ years
Philip McCrickard
Managing Director
CEMAP, DIPFA
24+ years
Philip McCrickard
Managing Director
CEMAP, DIPFA
24+ years
Philip McCrickard
Managing Director
CEMAP, DIPFA
24+ years
operations & support
Philip McCrickard
Managing Director
CEMAP, DIPFA
24+ years
Philip McCrickard
Managing Director
CEMAP, DIPFA
24+ years
Philip McCrickard
Managing Director
CEMAP, DIPFA
24+ years
Philip McCrickard
Managing Director
CEMAP, DIPFA
24+ years
Insights & commentary
Thinking that matters
Plan today, protect tomorrow
Secure your legacy so your loved ones can thrive for generations to comeWealth succession planning should be at the heart of your financial strategy. Discussing
Your roadmap to a successful retirement transition
Have you planned your timeline, lifestyle, and finances for when you stop working?Regardless of when you plan to retire, there are several key considerations that
Secure income and protect your wealth
Balance dividends and bonds for steady growth and stabilityFor many investors, securing a steady stream of income from their portfolios is a common goal, whether