Planning for your retirement when you’re self-employed

In a year that was short of reasons to be cheerful, the news in June 2020 that a record number of people were paying into workplace pensions1 was welcome. It continued an upward trend that began in 2012 with the launch of automatic enrolment, which brought millions of individuals into the pensions system for the first […]

Seamus Valente achieves Level 3 Certificate in Mortgage Advice

We would like to say congratulations to our colleague Seamus Valente who has obtained a Level 3 Certificate in Mortgage Advice from the Chartered Insurance Institute. Seamus works as a Paraplanner McGrady Financial Services Ltd, and he also holds a Certificate in Mortgage Advice and Practice (CeMAP). This is a great milestone in Seamus’ continuing […]

Christmas Appeal 2020

We would like to thank our fantastic staff for their kind donations towards our 2020 Christmas Appeal. Their generosity has meant we are able to support Crisis Together for the Homeless and Action for Children. Well done and thanks to our staff for organising this!

Talk Money Week 2020

We’ve pulled together a round-up of resources to help you get to grips with your money – whether you’re just getting started or well on your way. We’re all familiar with the things we can do to keep fit and well – physically and mentally. And while our financial wellbeing is just as important, we […]

Giving the younger generation a financial helping hand

It might feel good to help your children or grandchildren with money, but without a plan you could both lose out It’s natural to worry about what the future holds for younger members of your family – and never more so than now. Recent analysis by the Institute of Fiscal Studies found that the lockdown […]

Planning on buying a property during coronavirus?

If you’re considering trading up to a place with more space, here’s what you should know about the current residential property climate. The outbreak of COVID-19 has dramatically altered our everyday lives – and one of the more radical shifts we’ve seen, of course, has been the transition to working from home. At the request […]

Pension Awareness Week 2020

A round-up of all the pensions and retirement content you need to know about. Sometimes it seems like saving for retirement and then planning how to use your pension once you retire is easier said than done. The pension freedoms have introduced new complexities, while rising life expectancies mean we need to be sure we’re […]

Getting ready for your retirement journey

As you approach the last few years before your planned retirement there are some key things to consider. There are many things to consider as you approach retirement. It’s good to start by reviewing your finances to assess whether your future income will allow you to enjoy the lifestyle you want. If you’ve saved into […]

Wayne Whewell joins McGrady Financial Services Ltd

McGrady Financial Services Ltd are delighted to announce the latest addition to our team, Wayne Whewell as a Financial Planner. Having worked in Banking since 1982 and in the Financial Services industry since 1992, Wayne has substantial experience in the sector. He joined St. James’s Place Wealth Management in 2013 as a Senior Partnership Development […]

What’s next for small businesses?

As we emerge from lockdown, business owners are facing a very different world. So how exactly can entrepreneurs navigate these uncharted waters? It’s been a disruptive year for business owners and, doubtless, there’s more in store. The coronavirus crisis and ensuing lockdown have required them to reassess their lives – both business and personal. For […]