About Us
MGM was created to provide expert guidance tailored to GPs
About Us
Tailored advice, not just to you and your family, but to your profession.
Our Story
Built for the Medical Profession
MGM Financial Services was founded by Declan and Mary after years of working within Irish Medical Organisation Financial Services (IMO). Recognising the distinct financial needs of GPs, MGM Financial Services was created to provide expert guidance tailored exclusively for GPs.
Today, our team continues this mission with a commitment to excellence, trust, and understanding, serving clients across Ireland.
Helping clients live the life they want by easing financial stress.
Our Ethos
Your Goals, Our Priority
At MGM, we believe that financial planning is more than numbers—it’s about understanding your values, aspirations, and unique circumstances. Our ethos is built on:
- Personalised Guidance: Tailored strategies to suit your career, family, and goals.
- Holistic Planning: Comprehensive advice that considers your financial, legal, and tax-related needs.
- Long-Term Partnerships: Building lasting relationships to support your journey through every life stage.
Our Approach
A Proven Process for Fiancial Success
Financial planning with MGM Financial Services follows a structured, collaborative process designed to provide clarity and confidence:
- Defining the Scope of Engagement
We begin by understanding your needs, explaining how we work, and ensuring we’re the right fit for you. - Identifying Your Goals
Together, we explore your short- and long-term financial aspirations, laying the foundation for your tailored plan. - Assessing Your Personal Situation
We conduct a thorough review of your current financial position, including assets, liabilities, income, and expenditures. - Preparing Your Financial Plan
Our advisors develop a comprehensive strategy, recommending the best solutions to help you achieve your goals. - Implementing the Recommendations
Your plan is put into action, often in collaboration with trusted professionals like accountants or solicitors. - Reviewing and Adjusting Your Plan
Life evolves, and so do your needs. We provide regular reviews to ensure your financial plan remains aligned with your goals.
Why Choose MGM Financial Services?
Expertise You Can Trust
- Medical Sector Specialists: Decades of experience serving doctors, consultants, and healthcare professionals.
- Tailored Solutions: Financial advice uniquely suited to your profession and personal circumstances.
- Full 360 Financial Services: From pensions and retirement planning to investment strategies and income protection, we cover all aspects of financial planning.
The MGM Difference
Our clients trust us because we go beyond traditional financial planning. We provide insights and strategies specifically designed for the medical profession, ensuring you can focus on your career while we focus on your financial well-being.
Let's Secure your Financial Future
MGM Financial are here to guide you every step of the way. Contact us today to learn more about how we can help you plan for the life you deserve.
