We are very grateful that clients of our business were willing to pen testimonials for us. Please see below some of their very kind and appreciated comments from some valued clients for whom we’ve helped realise their financial potential.
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.
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.
I have been using Colm for over two years now and could not recommend him highly enough. He understands the pressures on pharmacists and the current market we operate in. His experience in the pharmacy/healthcare and financial markets allow him to give current, relevant and up to date financial advice
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.
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.
Following a financial review with Moore Wealth Management, I was presented with a highly detailed picture of my overall financial situation unlike any I had seen before. The concise and very transparent manner in which they operate leaves me in no doubt that the advice I’m receiving is in my best interests. I have recommended them to fellow pharmacists and would not hesitate to do so again.
Because they have access to a team of in-house professionals in all areas of financial planning including legal, taxation and investment, they have been able to offer us access to tax efficient investment opportunities which are not available through the normal insurance company products with which we had become disillusioned. I have recommended Moore Wealth Management to others in the past and would have no hesitation in doing so in the future.
They focus on getting the best for the client out of any situation.
Because they have access to a team of in-house professionals in all areas of financial planning including legal, taxation and investment, they have been able to offer us access to tax efficient investment opportunities which are not available through the normal insurance company products with which we had become disillusioned. I have recommended Moore Wealth Management to others in the past and would have no hesitation in doing so in the future.
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.
Moore Wealth Management has been a great source of independent financial advice in a very turbulent investment climate for the last 5 years. Colm is a good listener and brings a range of interesting investments to the table for you or your pension/company to consider. He is always available as a source of advice and follows up with regular updates on your investments. Overall I would be very happy with the service offered by Moore Wealth Management’.
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.
Moore Wealth Management is a Certified Financial Planning Firm™. This globally recognised and stringently validated accreditation puts the firm in the top 2% of Irish financial advisory practices, assuring our clients of the very best independent advice.
Our advice-led process gives the clarity and certainty that proper financial planning provides. With decades of industry experience, our team are here to build long-term relationships that result in tanglible returns.
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.
