The most consistent feedback that we get from new clients is they feel that over time they were sold a collection of financial products and never given financial advice in the context of their circumstances and goals. Typically these sales driven processes leave you unsure if it’s advice that was in your best interest or if you were simply part of a sales target.
As Financial Planning professionals, our simple promise to you is that any recommendations we make will have logic, maths and clear reasoning behind them. We offer impartial independent advice following on from a comprehensive bespoke review where we show we understand you and your aims before making any changes that may be required in an overall plan.
If you have a financial product that’s good we will tell you why it’s good. If it’s not fit for purpose we will clearly explain what the issues are. Our business is built around transparency and that’s what clients need and deserve.
From the outset, it was clear that we were getting proper financial advice and not being sold financial products. The initial comprehensive review was very informative and contained actionable advice and a financial plan. We feel that in Moore wealth management we have advisors who we can trust long term to partner with us in achieving our financial goals. We have recommended them to others and would do so again.
As trusted providers of Financial Advice to pharmacists and Irish Pharmacy Union (IPU) Members, we understand there is competition in the marketplace to advise members of the pharmacy community, and our clear advantage and distinctive offering, along with our Managing Director’s CFP® status, is that we devise a financial solution around you and your needs.
We are well positioned to advise Doctors, Dentists and Orthodontists having developed successful long-term advice-based relationships with so many who have been clients of ours for decades. Our expert advise not only helps maximise retirement income and tax efficiency but also includes innovative and proven strategies to help attract and retain staff.
I’m very pleased to have taken the time to come on board as a client of Moore Wealth Management. From the initial review process onwards you had an idea you were dealing with a higher standard of financial planning than before. There is the reasoning behind the recommendations and changes I’ve made leaving you in no doubt why certain actions are taken. I have already recommended them to others.
We know what works for you and we know how best to structure your pension, protection, and investments to optimise return, manage risk, and ultimately provide financial freedom, especially as you look to exit the business.
We also recognise that your employees are vital components in your business and with the advent of auto-enrolment you need to have informed conversations with your staff. A pro-active approach here can reap rewards in terms of employee loyalty and retention.
You need to make sure you have a proper financial plan in place that covers your family to ensure both them and you are properly advised in all aspects of financial planning. This includes life cover and income protection to make sure that you are all looked after in the event of illness or death. Savings for college or housing which can be a significant cost for families if provision is not made and pension planning to give you the comfortable and dignified retirement you deserve.
Deciding to retire is a big step and the most common question we get asked is ‘Can I afford to retire’. We can quantify this using cashflow modelling which shows you how long you savings and investments will last for out to end of life. This will give you crucial peace of mind that you are making the right decision.
How you retire is just as important as when you retire. There are significant tax advantages to retirement planning and selling your business that you need to be aware of. Our review service highlights all of these for you and we work closely with your accountant and tax adviser for this crucial step to make sure you are optimising all available opportunities. You have one chance to do this properly.
We welcome all queries and would be delighted to offer a no obligation consultation.
Simply drop us a line using the form below
Here at Moore Wealth Management, we keep our fingers firmly on the pulse of the financial industry to ensure we continually deliver the very best advice and products for our clients. Follow us on LinkedIn and don’t hesitate to start a conversation if you have any queries.
