MGM Financial Services are highly skilled and experienced independent Financial Consultants, providing a comprehensive range of specialist financial solutions to ensure their clients future financial security.
MGM have particular expertise in the medical profession. They fully understand the financial complexities and intricacies, and can advise accordingly and offer suitable solutions.
Some areas of expertise include:
- Retirement Planning and Retirement Options
- Spouse and Staff Pensions
- Business and Family Protection
- Succession Planning
- Partnerships and Provisions for Exit Strategies
- Savings and Investments and Portfolio Analysis
Mary has a background in commercial and private banking and most recently worked in IMO Financial Services for almost 15 years as General Manager. Mary has vast experience in advising both Consultants and GPs. She assisted many Doctors in the financing of medical practice development and has specialist expertise in both family and business protection. Mary has set up numerous staff pension schemes assisting Doctors fulfil their obligatory requirements as employers.
Declan has almost 20 years’ experience in financial services and specialises in all aspects of financial planning. Declan has particular expertise in the medical profession and work in IMO Financial Services for 8 years. Declan has specialist knowledge in both the GMS and HSE pension schemes, buying back years, partnerships, portfolio construction, spouses’ pensions and tax efficient succession planning.
Contact Mary or Declan through the Business Medical office:
Phone: (01) 515 9915 | Mobile: 087 8678 139 | Email: firstname.lastname@example.org