Life Long Financial Planning
At McGrady Financial Services, our experienced Financial Advisers are here to help you make smart choices with your money.
You may ask yourself questions such as:
- What do I need to do to ensure my money never runs out?
- What level of investment return do I need to achieve my objectives?
- What do I need to do, to ensure my family are financially secure, should something unplanned happen?
- When can I afford to cut back on in work to pursue what I really enjoy doing and focus on my family life?
Our advisers will be able to answer these questions by helping you assess how much you need to save or invest; what insurances you need to live your desired lifestyle and how fast your investments need to grow.
Our ultimate goal is to reduce your burden of managing your money. We can help you to develop and produce a tailored plan which addresses your short, medium and long term financial needs and aspirations.
Contact us today to have a chat with one of our experienced Financial Advisers to address your financial needs and aspirations.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.