Medical Financial Advisors is part of a family of connected practices spanning financial planning, accountancy and taxation — so your advice is joined up, whichever door you come in through.
Financial decisions rarely exist in isolation. Investments, pensions, business structures, inheritance planning and retirement strategies all carry important tax and accounting implications.
That's why Medical Financial Advisors operates alongside its group companies — a dedicated financial planning practice, an accountancy and taxation practice, and a specialist accountancy team for Ireland's medical professionals. Working together, we make sure financial, taxation and strategic planning decisions are aligned and pulling in the same direction.
Rather than managing separate relationships between financial advisers, accountants and other professionals, our clients benefit from a coordinated approach where communication, strategy and planning are aligned across the whole group.
Whether you are growing a business, running a medical practice, planning retirement or preparing wealth for the next generation, our group companies work together to give you practical, proactive and forward-thinking advice.
Pensions
Changing jobs or facing redundancy? Understand your options for an old company pension, from leaving it where it is to a refund, a PRSA or a Personal Retirement Bond.
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Financial Planning
Interest rate moves reach further than mortgage repayments. How they touch savings, investments, pensions and business borrowing, and what to review when they shift.
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Investments
Why moving to cash when markets fall often costs more than it saves, and the questions worth asking about your investment strategy during uncertain periods.
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