We are two weeks away from the Orthodontic Society of Ireland Autumn Meeting at the Lyrath Estate - make sure to mark your calendars for an engaging and informative event 👏 We are excited to not only provide our support to the The Orthodontic Society of Ireland but to have the chance to speak with everyone. 📅 Dates: November 22 & 23 📍 Location: Lyrath Hotel, Kilkenny #OrthodonticSocietyofIreland #OSI #Orthodontists #Orthodontics #Conference #Finance #MooreWealthManagement #FinancialAdvisor
Moore Wealth Management
Financial Services
Waterford, Kilkenny, Carlow, Dublin, Wexford, Cork, Galway, Kildare, Munster, Leinster 738 followers
Advising Pharmacists, Dentists, Business Owners & Individuals for over 20 years with a transparent & accountable process
About us
Our goal is to provide superior personalized wealth management services to our clients by partnering with them to build long term advice based relationships to help them achieve their financial goals. We accomplish this by cultivating a business that is attentive to the needs of our clients and ensuring that all of our clients receive our full focused attention in establishing the goals and objectives that we agree with them. By maintaining a forward looking investment process which is focused on realising those goals within an agreed level of risk, we are able to deliver complete wealth management solutions individually tailored for every client. What is our advice philosophy We believe our first role is to listen carefully to our clients and develop a clear understanding of their financial concerns and aspirations. Only then can we offer appropriate advice and design a financial plan with clear and actionable recommendations which will address those concerns and help make those aspirations a reality.
- Website
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http://www.mwm.ie
External link for Moore Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Waterford, Kilkenny, Carlow, Dublin, Wexford, Cork, Galway, Kildare, Munster, Leinster
- Type
- Privately Held
- Founded
- 2009
Locations
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Primary
Waterford, Kilkenny, Carlow, Dublin, Wexford, Cork, Galway, Kildare, Munster, Leinster X91TEH4, IE
Employees at Moore Wealth Management
Updates
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Did you know that women receive pensions that are on average 36% lower than men? Come speak with a certified Financial Planning Professional who will help plan your Financial Future and maximise the value of your pension. Find out more 🔗 https://lnkd.in/eDcAjgPE We will carry out a detailed review of your existing pensions and retirement planning and make recommendations or improvements where necessary. Our team can 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 🔗 https://lnkd.in/eRfxaXFP 📞 +353 51 832 839 📧 info@mwm.ie #PensionAdvice #PensionPlanning #Wealth #WealthManagement #PersonalFinance
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Changes to Inheritance Tax Thresholds in Budget 2025 and what it means for you. Budget 2025 announced a change to inheritance tax thresholds, allowing you to receive higher levels of inheritance before the Capital Acquisitions Tax of 33% is applied. The new thresholds are as follows ➡️ Category A - €400,000 ➡️ Category B - €40,000 ➡️ Category C- €20,000 Planning for inheritance taxes is easily forgotten, but with the help of a financial advisor, we can help you find innovative solutions that can protect your family from a substantial tax bill. Get in touch today - free of obligation or commitment 👇 🔗 https://lnkd.in/es7_xtt3 📞 +353 51 832 839 📧 info@mwm.ie #Inheritance #InheritanceTax #InheritanceTaxPlanning #Wealth #WealthManagement
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Budget 2025 - The Key Changes You Need To Know ✅ With significant changes to personal and business finances, understanding the key updates announced in Budget 2025 is vital to guiding your financial strategy. Take a look at the full breakdown or the recent Budget on our website 🔗 https://lnkd.in/eYs7cyps 🔗 https://lnkd.in/euCz_smN 📞 +353 51 832 839 📧 info@mwm.ie #Budget2025 #Finance #fFinancialPlanning #PersonalFinance #BusinessFinance #Wealth #WealthManagement
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Getting organised for your first financial planning meeting - your complete checklist ✅ Understanding your needs and creating a financial planning strategy for your future requires a comprehensive analysis of some key financial documents - take a look at our list for a complete guide. Learn more about financial planning with Moore Wealth Management on our website 🔗 www.mwm.ie #Finance #FinancialPlanning #FinancialDocuments #Documentation #Wealth #WealthManagement
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Financial Advice for Dentists & Orthodontists 🦷 🏥 With over 40 years of industry experience, we have developed our financial knowledge and expertise as well as our close personal relationships, confidently providing you with tailored and bespoke financial advice. Let's work together! 🤝 Get in touch with our team of Certified Financial Planners™ at Moore Wealth Management to discuss your financial needs and requirements 🔗 https://lnkd.in/epKPrWNs 📞 +353 51 832 839 📧 info@mwm.ie #Finance #FinancialPlanning #Orthodontists #Dentists #Practitioners #Wealth #WealthManagement
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As long time providers of Financial Advice to The Orthodontic Society of Ireland members, we are delighted to be sponsoring their 2024 Autumn Meeting. 🗓️ Friday 22nd and Saturday 23rd November 2024 📍 Lyrath Estate, Kilkenny We look forward to spending two days getting to meet with new people, catching up with members of the OSI and providing our support where we can! #OrthodonticSocietyofIreland #OSI #Orthodontists #Orthodontics #Conference #Finance #MooreWealthManagement #FinancialAdvisor
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Meet The Team at Moore Wealth Management 💰 ➡️ Colm Moore – Managing Director Colm is an experienced financial planner, one of 300 independent CFP® professionals in Ireland, with expertise in personal finances, pensions, and risk management. He is also a key contributor to industry publications and an advocate for best practices in financial planning. ➡️ Kieran Moore – Director With over 30 years of experience in financial services, Kieran is a QFA and specialist in Asset Management. He established Moore Wealth Management in 2009 to provide tailored wealth solutions for small business owners, with a drive for advice-led client relationships and contributing his knowledge on financial matters for national publications. ➡️ Sharon Hudner – Senior Administrator Sharon brings over 18 years of industry experience to Moore Wealth Management, with a QFA qualification and a strong background in roles ranging from Investment Advisor to Commercial Manager. She excels in client-facing positions, specialising in managing relationships with high-net-worth clients. Learn more about Moore Wealth Management by visiting our website 🔗 https://lnkd.in/egUQPGnJ #MeetTheTeam #MooreWealthManagement #Wealth #WealthManagement #FinancialPlanning #FinancialAdvice
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New CSO figures point to a lower household savings rate in Q2 in comparison to Q1 📉 Findings showcase that this is relative to increases in incomes between the two quarters, in addition to those seeking to reduce personal liabilities and contribute to increasing wealth. More information on the CSO findings 🔗 https://lnkd.in/emazr7jK Struggling to find time to manage your finances? Speak to us at Moore Wealth Management to get expert advice and guidance for effective and bespoke financial management, tailored to you 👇 🌐 https://lnkd.in/e_fhD29F 📞 +353 51 832 839 📧 info@mwm.ie #Savings #HouseholdSavings #Finance #PersonalFinance #Wealth #WealthManagement
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Dropping 5 places from last year, Ireland's pension system has been ranked 18th of 48 pension systems globally. This places us close to the top 35% of pension systems across the world, with our ranking hoping to be improved with the introduction of the Auto-Enrolment Scheme in Q4 2025. Read more 🔗 https://lnkd.in/eYXrxJUz For tailored and bespoke pension advice and planning, work with a Certified Financial Planner™ at Moore Wealth Management. Learn more on our website 🔗 https://lnkd.in/e8Cpmt4i 📞 +353 51 832 839 📧 info@mwm.ie #Pension #PensionSystem #IrishPensions #AutoEnrolment #MyFutureFund #Wealth #WeathManagement