Our Services

Life Long Financial Planning

Tailored to address your short, medium and long term financial needs and aspirations.

Investment Planning

Investments should be made in line with an overall financial plan, taking into consideration all aspects of your financial circumstances and objectives and making the most of tax-free savings allowances.

Personal Protection Planning

How much money would your family need to maintain their current lifestyle if you were diagnosed with a critical illness or died prematurely?

Tax Planning and Tax Mitigation

Tax liabilities can be reduced in a number of ways, including efficient will planning and the use of investment-based strategies within various Inheritance Tax mitigation schemes.

Retirement Planning

When do you want to retire and how much income will you need? The use of Stakeholder, Personal Pensions, Self Invested Personal Pensions and Small Self Administered Schemes can help you plan for your retirement.

Estate Planning

Ensure your personal possessions are passed on to the people you care about. With careful planning and expert advice, you could also reduce or eliminate potential tax liability.

Personal Risk Planning

Personal tolerance to risk and the need for Investment risk is fully explained and is key to making the right decision.

Recent News

Independent Mortgage and Protection Advice

Do you need Independent Mortgage and Protection Advice? Contact us now for a free consultation!   

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Careers: Paraplanner

McGrady Financial Services are seeking to recruit an experienced Paraplanner to join our expanding team. Working closely with the financial planners, you will be dealing with high net worth clients preparing for meetings and ensuring all compliance paperwork is present and correct. The successful candidate will have a: Minimum 3 years’ experience working within financial services operating in paraplanning and

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Junior XC Prize Giving

We are delighted to invite everyone that competed in the McGrady Financial Services Junior XC Series to attend a prize giving event at The Lodge Castlewellan. Date: Monday 11th April 2016 Time: 7:30pm Location: The Lodge Castlewellan 1 Dublin Road, Castlewellan, Co. Down, BT31 9AQ

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