mcgrady wealth management
Our vision & values
Your adviser works in partnership with Söderberg & Partners, one of the Nordic region’s leading financial advisory groups. Together, we share a common vision: to work proactively today so that you can enjoy a more secure and prosperous tomorrow.
IN PARTNERSHIP WITH Söderberg & Partners Financial Planning
About Söderberg & Partners Financial Planning
At Söderberg & Partners Financial Planning, we believe in building lasting relationships rooted in openness, personal service, and transparency. When your advisor is part of our network, they can focus on what matters most: you.
By minimising administrative tasks and risks through advanced technology used across Europe, we empower our advisors to spend more time understanding your unique goals and delivering tailored solutions. We also know that great outcomes depend on great communication – so keeping you informed, involved, and confident at every stage is central to how we work.
As part of a leading organisation, you enjoy the advantages of scale – access to expertise and resources – while your advisor remains personal, and dedicated to delivering strong client outcomes and helping you reach your financial goals with genuine care.
Behind your advisor stands a leading European financial services group with a strong track record. Founded in Sweden in 2004 as a team of nine analysts, Söderberg & Partners has grown into an organisation of over 5,590 employees across eight countries, with £95 billion in assets under advice, turnover of £973 million, and £6.8 billion in gross written premiums (2025). The group’s ownership is shared between Mr. P-O Söderberg, the founders and management, and two renowned international financial investors – KKR & TA Associates.
For thirteen consecutive years, the group has been rated number one for customer satisfaction in its home market – a reflection of the same commitment to quality, openness, and personal service that defines how we work in the UK. Söderberg & Partners entered the British market in 2024, investing in and partnering with financial advisers to help them deliver real value to their clients.
* Figures from Söderberg & Partners’ 2025 annual report.
** Figures per category are rounded to the nearest SEK 10 billion. Financial figures are reported in SEK, the company’s reporting currency, and have been translated into GBP using a fixed year-end 2025 exchange rate of 1 GBP = 12.4031 SEK for all periods.
Our vision & values
Working with you
Achieving this vision requires a strong foundation of shared values – values that guide everything we do and every piece of advice you receive. This foundation allows us to deliver a consistent, quality experience while still tailoring every recommendation to your individual needs. When working with you, we focus on three key principles: Open, Analytical and Personal.
Open
Open – we are transparent about how we earn
Across our partnership, openness and trust go hand in hand. We are transparent about our earnings model and the way we do business. We place great emphasis on evaluating the options available, always seeking the most cost-effective and suitable solutions based on your unique needs. You should always feel confident that the recommendations you receive are made in your best interest.
Analytical
Analytical – every recommendation is backed by robust research
The advice you receive is underpinned by thorough research carried out centrally across the Söderberg & Partners partnership. We continuously evaluate the market to identify the suitable available products and solutions, so your adviser can focus on what they do best – understanding your needs and matching them with options that have been rigorously assessed.
Personal
Personal – your individual needs come first
Every recommendation starts with your unique circumstances and goals. That principle applies whether you represent a listed company or are investing privately into strategies. From your very first meeting, you will have a dedicated adviser who listens to your objectives and works with you to achieve them.
Shared values
Values for the Future
As part of the Söderberg & Partners partnership, we share a culture built on four core values: Brave, Responsible, Helpful and Driven. These values shape how we work with our colleagues across the partnership and, most importantly, how we work with you.
Our values were not written in a boardroom. They were defined by our people, shaped through years of real conversations, honest feedback, and a collective desire to keep getting better. They form the foundation of everything we do.
Within the partnership, these values come to life through a shared commitment known as Heart & Drive – a genuine care for the people around us combined with the ambition to always move forward. You will see it in every conversation we have with you, in every recommendation we make, and in the way we continually strive to improve.
Our business is built on trust. We firmly believe that when our people thrive, our clients benefit too.
FORWARD THINKING
Challenging the Status Quo
Since the very beginning, Söderberg & Partners has worked to develop, modernise and challenge traditional ways of working in the financial services industry. The firms within our partnership share that same ambition – not only striving to find better outcomes for clients, but also championing equality and diversity.
We believe there is enormous value in bringing together people with different skills, experiences and perspectives. Diverse teams lead to better advice, fresh thinking and a more innovative business – all of which ultimately benefits you.
We are convinced that by continuing to grow as a diverse and inclusive partnership, we will keep improving the service and advice we provide to our clients.