Different perspective

Kieran is a QFA qualified and holds a specialist qualification in Asset Management, he has over 30 years’ experience in the financial services sector . During that time he has held senior positions with some of Ireland’s most prominent advisory firms.
In 2009 he set up Moore Wealth Management with a view to providing bespoke wealth management solutions for small business owners.

Kieran has written extensively on financial matters in the last 20 years for publications such as the IPU review, the Irish Dental Journal and other national publications. He has amassed a considerable amount of experience in all aspects of Wealth Management and in understanding the needs of small business owners. He believes strongly in advice led client relationships where he partners with his clients to achieve their financial goals

Sharon started her career with Bank of Ireland before moving onto EBS. She is QFA qualified and has over eighteen years in the financial services industry. During this time she has held positions varying from Savings and Investment Advisor, Relationship Manager to Commercial Manager. She has experience in client-facing roles and dealing with high net worth clients

A desire to be at the forefront of modern advice-led financial planning in Ireland has always driven Colm to embrace the latest developments in the industry aligned with key fundamental approaches to advice that have stood the test of time.

This goal of giving the highest quality advice in the world led him to complete the Graduate Diploma in Financial Planning in University College Dublin which qualified him as a Certified Financial Planner(CFP® Professional). The CFP® designation is only awarded to those in the industry who have undergone rigorous study and examinations to be at the forefront of financial planning. CFP® Professionals are seen as being at the top of the financial planning pack when consumers are looking for an advice-led process. There are only 300 independent CFPs in Ireland.

He has considerable experience in dealing with all issues relating to personal finances, investments, pensions and risk management and thrives on advising clients in a manner they will not have benefited from before.

Colm is sought out to write regular finance-based articles for the Pharmacy, Dental and Medical journals where his plain speaking and clear approach are a real benefit to readers. With a keen insight on issues facing dentists, pharmacists and company directors he provides support and solutions through a wide network of industry connections and proven solutions.

Colm also contributes to the Sunday Independent on financial matters and their ‘ask the expert’ section.

Colm is an active member of the advocacy team for Financial Planners Ireland which is a group tasked with promoting best practices in financial planning in Ireland

Never sitting still Colm is now a lead exponent of the values of cash flow modelling and the benefits this brings to clients