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Wealth management for individuals and families.
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Trusted Providers & Partners
What we offer
We set you up for success
Now more than ever, it’s crucial for medical professionals to receive the expert financial guidance they need to manage their finances effectively.
The financial landscape for medical professionals is complex, making specialist advice indispensable. Doctors need to consider their pension, future investments, income protection, and retirement planning, among other important factors. Perhaps you are approaching retirement, or you want to open a private practice — whatever your needs, our team is here to help you. We provide tailored services to meet your own specific needs.
Financial Planning
A clear roadmap to organise your money around your goals.
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Plan the retirement you want, on the timeline you want.
Learn MoreInvestments
Grow your wealth with diversified, expert-managed portfolios.
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Cover for life's unexpected moments, for you and your family.
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Safeguard your company, directors and key people.
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Preserve your legacy and pass it on with confidence.
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Speak to a Qualified Financial Advisor about your goals, with no obligation.
Book Consultation How we work
Our 4-Step Financial Journey
Bringing together accounting and financial planning to help you build, protect and grow your financial future.
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Initial Meeting / Discovery
- Intro meeting and onboarding
- Understand personal and business circumstances
- Set up systems, access and documentation
- Define goals, timelines and key concerns
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Financial Profile & Analysis
- Build complete financial picture
- Income, assets, liabilities, cash flow, pensions, investments
- Business performance review (if applicable)
- Risk tolerance and future objectives
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Financial Planning Summary & Recommendations
- Consolidated financial summary
- Key findings and opportunities
- Recommended actions and priorities
- Short-, medium- and long-term planning roadmap
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Implementation & Ongoing Review
- Execute agreed actions
- Coordinate accounting + planning updates
- Annual review and adjustments
- Ongoing advisory support
One Integrated Approach. Focused on You.
- Personalised Service
- Trusted Advice
- Clear Goals & Strategy
- Proactive Support
- Long-Term Partnership
Testimonials
Trusted by healthcare professionals across Ireland
With over two decades of experience, we have tirelessly built a reputation based on the reliability, integrity, and success of our work. Healthcare professionals across Ireland trust us for a wide range of financial services, from comprehensive financial planning to investment advice and retirement solutions. These testimonials reflect the dedication and expertise we bring to each client, ensuring their financial well-being and peace of mind.
As a surgeon with a demanding schedule, finding time to manage my investments and tax planning was nearly impossible. The team at Medical Financial Advisors stepped in and completely streamlined my financial processes. Their deep understanding of the medical field and personalised approach have significantly improved my financial health. I highly recommend their services to any medical professional looking for reliable and expert financial advice.
Managing finances as a busy doctor can be overwhelming, but Medical Financial Advisors has been a game-changer for me. Their specialised team provided tailored financial advice that addressed my unique needs as a healthcare professional. From optimising my pension to planning for a secure retirement, their expert guidance has been invaluable. I am now more confident about my financial future and can focus on my patients without worrying about my finances.
Book a meeting
Book a Consultation
Pick a time that suits you and we’ll chat with one of our Qualified Financial Advisors. The introductory call takes about 15 minutes, with no obligation.