McGrady Financial Services Ltd. was established over 40 years ago to provide Independent Financial Advice throughout Northern Ireland.
The role of the Independent Financial Adviser has changed over the last few years almost beyond recognition in a highly regulated industry. McGrady Financial Services have embraced that change and we maintain our reputation for providing our clients with the individual attention and consistent high quality service they have come to expect.
Entrusting your financial affairs and hard earned money to a Financial Adviser is a big decision. That is why, when we are reviewing your investments, discussing your retirement options or managing your finance, we do so in partnership with you and treat you as we like to be treated. We will provide you with confidential, astute, impartial, independent advice, and talk to you clearly and concisely with no jargon.
We offer a comprehensive, holistic financial planning service for all your Pension, Investment, Protection and Tax planning needs.
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 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 (SIPPs) and Small Self Administered Schemes (SSAS) 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.
Our friendly professional approach means that we give our clients the sort of service we would expect to receive, and we treat them, as we would expect to be treated.
For further information and advice please contact us today for no obligation consultation and see for yourself how we can help with all your financial needs.