IPU

supplier

Moore Wealth Management

Integrated Advice Led Financial Planning

 

Suites 3&4 Marine Point

Belview

Waterford

 

Tel: 051 832839

Email: info@mwm.ie

Web: www.mwm.ie

Contact: Colm on 086 860 3953

 

Financial Planning Firm of the Year

Type of Business: Certified Financial Planners®

  • A recommended provider of financial advice to IPU Members
  • Investments
  • Retirement Planning
  • Tax Planning
  • Business Exit Strategies
  • Inheritance Tax Planning
  • Keyperson and Personal Life Insurance
  • Wealth Extraction

 

In the hierarchy of financial advisers Certified Financial Planners™ are at the top. They are educated to a master’s level qualification through University College Dublin. In Ireland 16,000 (98%) of the advisers in the market are Qualified Financial Advisers (QFA) which is the minimum competency standard. There are only 240 independent CFPs which represent less than 2% of advisers countrywide. Combined with over 40 years’ experience in house you are certain to get the best planning solutions from us for your needs.

 

We have presented regularly on Financial Planning at the IPU National Conference and brought in economists to keep members informed on current matters relating to investments, markets and business.

 

Our experience with the pharmacy community tells us that pharmacists are at a much higher level when it comes to the advice process and need more than the standard templated advice that much of the marketplace receives. To see the difference with our advice led process as opposed to a sales driven process please contact us for a meeting. Please see our website for testimonials.

 

Management:

Colm Moore CFP ®

Colm Moore

Kieran Moore SIA

Kieran moore

 

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