As a preferred 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 are proud to be 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.
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 wont stray from that methodology.
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.
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.
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
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’.
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.
Along with providing core financial advisory services on an individual level we also run events/seminars for IPU members. These events involve economic updates, tax briefings, and market reviews/forecasts.
Typically, we bring an economist to these briefings and have in the past brought Constantin Gurdgiev and Jim Power to speak to our clients. These are always very well attended to and give our clients a distinct advantage when it comes to investments and business planning.
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.
