Financial advice for

As a preferred provider of advice to dentists and orthodontists, we are very aware of the issues facing you in both business and financial planning. We know what works best for those in these sectors and have developed close relationships with all the accountancy and tax specialists who look after you. We are grateful to receive referrals from these practitioners also who appreciate the transparency and clarity we bring to the financial advice process.

Bespoke

Financial advice

Those working in private practice have different needs than those operating under limited liability.

To ensure maximum efficiencies are achieved in the areas of retirement planning, tax planning, investment planning, and risk management, a proactive approach to these key areas is crucial.

Advice in relation to how your business/practice is structured to ensure you are optimizing the most tax efficient option is vital.

Moore Wealth Management provided me with extremely useful advice. Their expertise in the areas of protection, investment and tax planning has helped me significantly and their desire to build a long-term partnership is evident in all their work and commitment to date. I have every confidence in recommending Moore Wealth Management to others looking for highly qualified impartial financial advice. Kieran, Colm and Sharon provide the highest level of service and follow through.

Dr. Ian Fitzgerald – Castle Orthodontics -Kilkenny, Carlow and Portlaoise

Over the past 12 years Kieran and his team have worked to provide me with the necessary advice and assistance to implement a comprehensive business plan. They have helped to coordinate the activity of my accountant and bank manager ensuring the smooth flow of day to day business cash flow with the long term goal of investment and wealth creation.  I cannot recommend Kieran more highly to anyone thinking of setting up a new business or reviewing their existing financial position.

Dr Brian Halton, B. Dent. Sc., M.S.D(Orth) Orthodontist, Kilkenny & Carlow

I have been very pleased to have worked with Kieran over the last number of years. I have found his approach to long term restructuring and planning as well as his advice on individual projects to be invaluable. He provides solid advice drawing on a background of many years’ experience dealing with many different client backgrounds and requirements.

Donal Blackwell, M.Sc (U.Lond) South East Dental Solutions (President of the Irish Dental Association 2009/10)

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.

Kathy and Tom Maher, Haven Pharmacy Duleek

During their time to date as my Financial Advisers, Moore Wealth Management has provided invaluable advice in relation to business structuring, investments and pension planning. There is a very transparent process, logic and reasoning around all recommendations made and I would not hesitate to recommend them to others.

James Connolly MPSI, Connolly’s Pharmacy, Kildare Town

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Wealth Management

Expert Insights

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.

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