mcgrady wealth management
Our services
Most people have a clear idea of what they want from life – security for their family, confidence about the future, and the ability to make decisions without uncertainty. Without a structured plan, however, it can be difficult to see whether your finances are working as effectively as they could.
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 services
Why financial planning matters
Financial planning forms the cornerstone of our approach. It begins by understanding your current situation, identifying your goals, and anticipating potential challenges. This insight allows us to create a comprehensive long-term plan that adds organisation, transparency, and intention to your financial choices.
Your financial strategy is unique to you and changes over time. As your life, priorities, or external factors shift, we revisit and adapt your plan so it remains effective. You’ll always have clear explanations for every recommendation and understand how each fits into your overall objectives.
Depending on your situation, your financial plan may draw on some or all of the following areas of advice:
How we can help
We provide comprehensive financial planning designed to bring all aspects of your finances together into one clear, long-term strategy. Our advice is tailored to your circumstances and regularly reviewed to ensure your plans remain aligned with your goals as your life and the wider environment change.
Investment management
Good investment management begins by understanding your financial goals and what you want your money to accomplish. We develop and manage investment solutions with your long-term ambitions in mind, carefully considering your risk tolerance, investment time frame, and your broader financial circumstances.
Our approach ensures that your investments are managed as an integral part of your overall financial plan, so they consistently support your objectives as your life evolves and as market conditions fluctuate.
To achieve the optimal outcome, we will take into account
- The construction and active management of your portfolio
- Assessing risk and allocating assets accordingly
- Strategies for tax-efficient investing
- Utilising ISAs, pensions, and general investment accounts
- Conducting regular reviews
Retirement planning
Retirement means different things to different people, so planning for it should never be one-size-fits-all. We help you put a clear plan in place so your pensions, savings and investments work together to support the lifestyle you want in later life.
Rather than focusing on one product or account, we look at your overall financial position and future goals to build a strategy that is practical, sustainable and flexible over time.
Our Services include:
- Pension planning and consolidation
- Investment strategies for retirement
- Tax-efficient savings and withdrawal options
- Retirement income forecasting
- Inheritance and legacy planning
We conduct regular reviews of your plans, ensuring they remain aligned with evolving circumstances, priorities, and regulatory requirements.
Protection and insurance
Financial plans should withstand unexpected events. We ensure you, your family, or business are financially secure with tailored protection planning.
We assess your situation to recommend suitable coverage that fits your overall plan.
Types of coverage provided:
- Life insurance
- Income protection
- Critical illness cover
- Family and mortgage protection
- Business protection
We review your cover regularly to keep it aligned with your changing needs.
Estate and inheritance planning
Proactive estate planning ensures that your assets are distributed according to your wishes. We collaborate closely with you to structure your affairs, safeguarding your family’s interests for future generations and carefully considering all tax implications.
Your estate plan is integrated with your investment strategy, retirement objectives, and overall tax position to create a cohesive long-term approach.
Our Services Include:
- Inheritance tax planning
- Strategies for transferring wealth to family members
- Trust and estate structuring
- Reviews of beneficiaries and estate arrangements
- Planning for the needs of future generations
We conduct regular reviews of your arrangements to ensure they remain current and effective as your personal circumstances and legal requirements evolve.
Personal and business finances often overlap for business owners. We help you coordinate income, tax, retirement, and succession planning to ensure all aspects work together.
Our services include:
- Profit extraction and tax-efficient income strategies
- Director and shareholder planning
- Business protection
- Pension planning for owners
- Succession and exit planning
We regularly review your plans to ensure they align with your business goals and personal needs.
Employee Benefit
Employee benefits offer an effective approach to attracting, rewarding, and keeping top talent, while also supporting health, engagement, productivity, and performance. When managed well, these benefits deliver a measurable return on investment for companies.
Our partnership with Fidelius Ltd, part of the Söderberg & Partners group, brings expertise in workplace benefits and employee wellbeing. With innovative strategies like salary sacrifice, Fidelius enables businesses to lower employment expenses and redirect savings toward employee wellness.
What we help with:
- Workplace pension schemes
- Salary Sacrifice projects
- Conducting market reviews and introducing new schemes
- Pension compliance for both small and large businesses
- Private medical insurance
- Group benefit schemes
- Health cash plans
- Workplace education initiatives
- Employee Benefits platform
* Employee benefit services are provided by Fidelius Ltd, a Söderberg & Partners company. Fidelius Ltd is authorised and regulated by the Financial Conduct Authority.