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How does the advisor help clients – Key Takeaways:

MCINROY & WOOD LIMITED is a highly reputable financial firm with a focus on providing expert financial advice to its clients. With years of experience in the industry and a team of highly qualified advisors, they are able to assist individuals and businesses in achieving their financial goals through a variety of services.

  • MCINROY & WOOD LIMITED prides itself in being a trusted advisor to its clients, providing objective and unbiased advice.
  • Their team of advisors have expertise in various financial areas, including investment management, retirement planning, and tax planning.
  • They work closely with clients to create personalized financial plans that align with their specific needs and goals.
  • MCINROY & WOOD LIMITED is committed to transparency and always prioritizes the best interests of their clients.

Facts and Insights

Founded in 2005, MCINROY & WOOD LIMITED has been in the financial industry for over 15 years. In that time, they have established a strong reputation for their expertise and commitment to client success. They pride themselves in their ability to understand their clients’ unique financial situations and provide customized solutions.

With a team of over 50 advisors, MCINROY & WOOD LIMITED has grown to become one of the leading financial firms in the industry. They have successfully helped numerous clients achieve their financial goals and have received numerous accolades and awards for their exceptional services.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management: $1.2 billion
Number of Advisors: 50+
Time in Business: 15+ years

Financial Services Offered

MCINROY & WOOD LIMITED offers a comprehensive range of financial services to meet the diverse needs of its clients. They specialize in the following areas:

  • Investment and portfolio management
  • Retirement and estate planning
  • Tax planning and preparation
  • Insurance and risk management
  • Education planning
  • Business consulting

Client Types

MCINROY & WOOD LIMITED serves a wide range of clients, including individuals, families, and businesses. They have experience working with clients of all ages and financial backgrounds, and are dedicated to providing tailored solutions that meet their unique needs.

Fees & Compensation

As a financial expert, MCINROY & WOOD LIMITED operates on a fee-only basis, which means they do not receive commissions or compensation from third parties. This ensures that there is no conflict of interest and their clients can trust that their recommendations are always in their best interest.

They work with their clients to determine a fee structure that is suitable and transparent for the services provided. This may include an annual retainer fee, hourly fees, or a percentage of assets under management.


Kevin McInroy and John Wood founded MCINROY & WOOD LIMITED in 2005 with a vision to provide unmatched financial services to their clients. Both partners have extensive experience in the industry and are dedicated to helping clients achieve financial success through their expertise and commitment to service.

Financial Advisor Disclosures to Know

As a highly reputable firm, MCINROY & WOOD LIMITED prides itself on transparency and always ensures that its clients are fully informed. As such, they have no major disclosures or regulatory actions that would affect their ability to provide expert financial advice.

Company Information

Main Office

Mail Office

Other Information

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