Our Services
Business Protection
Business protection is a way of helping to protect against possible financial losses in the event of the death or specified critical illness of a business owner or key individual, during the length of the policy.
Personal Risk Planning
Personal tolerance to risk and the need for Investment risk is fully explained and is key to making the right decision.
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.
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.
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.
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?
Life Long Financial Planning
Tailored to address your short, medium and long term financial needs and aspirations.
Auto Enrolment
Complying with the new Workplace Reforms is one more headache for employers. We provide small to medium sized businesses with an end to end solution for Auto Enrolment Pensions.
Latest News
St Malachys High School Castlewellan
McGrady Financial Services are delighted to announce our new partnership with St Malachy’s High School Castlewellan. We have a long history of backing and supporting local sports teams and athletes, […]
McGrady Financial Services Junior XC Series 2017/2018
McGrady Financial Services are delighted to announce that we will once again sponsor the very popular Junior interclub Cross Country Series. Dates and full details for the 2017/18 Series are[…..]
Charity Golf Day
Down Business Connect are hosting a Charity Golf Day on Friday 15th September 2017 at Ardglass Golf Club. The two local charities are PIPS Downpatrick and Suicide Down to Zero.[…..]