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 the 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.
Our Ethos
Your Goals, Our Priority
Personalised Guidance: Tailored strategies to suit your career, family and goals.
Our Approach
A Proven Process for Fiancial Success
1. Defining the Scope of Engagement
We begin by understanding your needs, explaining how we work, and ensuring we’re the right fit for you.
2. Identifying Your Goals
Together, we explore your short- and long-term financial aspirations, laying the foundation for your tailored plan.
3. Assessing Your Personal Situation
We conduct a thorough review of your current financial position, including assets, liabilities, income, and expenditures.
4. Preparing Your Financial Plan
Our advisors develop a comprehensive strategy, recommending the best solutions to help you achieve your goals.
5. Implementing the Recommendations
Your plan is put into action, often in collaboration with trusted professionals like accountants or solicitors.
6. 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
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.