Expertly tailored

Moore Wealth Management, a Certified Financial Planning Firm™ is dedicated to ensuring that we offer our clients the very best advice possible. To that end, our team is continually updating its skills, knowledge and certification through CPD programmes. This means we can advise our clients in line with the most current market developments, opportunities and legal obligations.

Expert

Tax Advice and Planning

Moore Wealth Management works with your accountant to ensure that you are being proactive in your tax planning and do not simply react to tax bills as they arrive. As part of our tax advice, we explore and suggest ways to reduce your personal and corporate liabilities.

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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
Independent

Investment Advice and Planning

Good investment advice and planning must start with a full review of what has come before. We take time in getting to know our clients history, circumstances, aspirations and attitude before providing tailored, independent advice.

 

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Investments
Tailored

Retirement and Pension Planning

We will carry out a detailed review of your existing pensions and retirement planning and make recommendations on improvements where necessary. We help you plan for your overall retirement goals by finding out the real value of your pension fund and providing advice and strategies to maximise its value

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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.

Brian Tynan MPSI
Financial

Protection Assessment

Broken down into two distinct sections. Firstly, cover for the death of client that replaces their earning potential in the long term. In some cases there is enough or too much cover in place already, we will quantify and put figures behind this and make sure what you have is appropriate to protect your loved ones.

The second section is living benefits and includes serious illness and income protection. Your ability to earn income is typically unrecognised as your most valuable asset and yet you are only one medical incident away from losing all this. Years of hard work have got you to the point where you are earning potential is at its peak and it’s vital these efforts to date are protected.

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Lets Talk!

We welcome all queries and would be delighted to offer a no obligation consultation.
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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.

Asset Allocation

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