Financial Advice at the

You’ve built a career caring for your community’s health. How about taking some time to look after your own financial well-being?

As a longtime provider of financial advice to pharmacists and Irish Pharmacy Union (IPU) members, we are grateful for the trust placed in us by our clients. We understand that we work in a small, tight-knit community, and we take pride in being a part of it.

The constant referrals we receive from existing clients are the best testimony to the work we do with our valued clients in the pharmacy sector. We take pride in providing high-quality financial advice that helps our clients achieve their goals and secure their financial futures.

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’.

Barry Broderick, Broderick’s Pharmacy, Cork

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.

Gary Johnson, Victoria Cross Pharmacy, Cork

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

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

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

Mike Walsh MPSI Community Pharmacist of the Year 2018

Bespoke

Financial Advice

Many financial planning companies offer a “one size fits all” approach, but is that really the best option? At our firm, we believe in creating bespoke financial plans that are tailored to each client’s unique needs. We don’t believe in slotting our clients into a rigid process just to keep administration simple.

Our focus on individual needs has helped us grow our business steadily through word of mouth and referrals over the years, and we won’t stray from that methodology.

Living Benefits

Income Protection

Income protection is one of the most important covers you can have, as these policies are designed to pay out if you cannot work in your occupation. With 51% of all claims for this cover relating to psychological and orthopaedic issues in a profession that is high-pressure, with you on your feet all day, there would need to be a strong case for not having this.

Without having income protection, your ability to earn an income could be lost from an individual medical incident.

It is important to have income protection as the years of your hard work have gotten you to the point in your career where your earning potential is at its peak, and this must be protected above all else.

Exclusive Discount for IPU Members

At Moore Wealth Management, we are committed to providing the Irish Pharmacy Union and its members with vital coverage, and we are excited to announce that we are giving the IPU an exclusive 20% discount on our Income Protection coverage.

Tax Relief on Premiums:

40% if paid personally, or 12.5% if your business pays it. Between our discount and the tax relief, this is an exceptional value for vital cover

Up to 75% of your income is replaced:

Allowing you to meet your commitments and not be reliant on state help

Financial Advice for

Pharmacists

As a longtime provider of financial advice to pharmacists and the Irish Pharmacy Union (IPU) members, we are grateful for the trust placed in us by our clients. We understand that we work in a small, tight-knit community, and we are proud to be a part of it.

Constantin Gurdgiev at IPU Conference Croke Park 2017

Lets Talk!

We welcome all queries and would be delighted to offer a no-obligation consultation.
Simply drop us a line using the form below