Our Services

Our experience working with GPs has shaped MGM to understand your needs better

At MGM Financial Services, we provide expert advice and tailored solutions to support every aspect of your financial journey. From navigating the complexities of the GMS pension to protecting your family and business, our services are designed specifically for Ireland’s GPs. With our expertise, you can secure your financial future with confidence and clarity.

Financial Planning

Financial planning is about more than numbers—it’s about creating a roadmap for your future. We take the time to understand your personal and professional goals, assess your financial position, and develop a clear strategy to help you achieve them. Whether you’re planning for retirement, investing in your future, or managing your day-to-day finances, we provide personalised advice tailored to Ireland’s GPs.

Savings & Investments

Growing your wealth is key to achieving long-term financial security. Our savings and investment services are tailored to your unique goals, offering advice on tax-efficient investment opportunities specific to the Irish market. Whether you’re saving for your children’s education, purchasing a home, or planning for retirement, we’ll guide you in making the right decisions for your future.

Retirement Planning & Pensions

Retirement planning is especially crucial for GPs in Ireland, given unique factors like the GMS pension. Our expert advisors will help you:

Understand and maximise your pension entitlements
Explore tax-efficient retirement options
Determine how much you need to retire comfortably
Create a plan to bridge any gaps in your retirement savings.

With MGM, you’ll have the peace of mind that comes with a secure and well-structured retirement plan.

Family & Business Protection

Life can be unpredictable. That’s why we offer tailored protection solutions to safeguard what matters most:

Life Assurance: Protect your family’s financial future in the event of your passing.
Mortgage Protection: Ensure your home is secure, even during challenging times.
Specified/Serious Illness Cover: Financial support to help you focus on recovery during a serious illness.
Keyman Cover: Protect your business from financial losses caused by the absence of a key individual.
Income Protection: Maintain your lifestyle and financial commitments if illness or injury prevents you from working.

Business Planning

For GPs running Practices, our specialised business planning services provide expert guidance in:

Entry & Exit Strategies: Advice on starting, growing, or selling a medical Practice.
Keyman Insurance: Safeguard your Practice from potential financial disruptions.
Tax Planning: Ensure your Practice operates efficiently while complying with Irish tax regulations.

Inheritance Planning

Preserving your wealth for future generations is an important aspect of financial planning. We help you structure your assets to minimise tax liabilities under Irish inheritance laws, ensuring your loved ones benefit from your hard work. Our team will guide you through every step of the process.

Why Choose MGM Financial Services?

With decades of experience working with Ireland’s GPs, MGM Financial understands the unique challenges and opportunities you face. Our tailored solutions, combined with our in-depth knowledge of Irish financial systems, ensure you have the tools and guidance to achieve your financial goals.

What Our Clients Say

"Declan and his team have taken the hassle out of investing for me. We decide on a plan and MGM help me execute it."

"I trust Mary implicitly to keep me on the straight and narrow – she’s somehow managed it for years."

"I’d never had a pension before and Paula took the pain and the mystery out of it for me."

"Declan has been great reassuring us we’re on the right path."

"I had no idea about the GMS pension and private pensions and really appreciated Clíodhna making it so clear and simple."

"Declan has been working with us so long he’s practically family. I wish all my family gave me such good advice."

"Mary not only understands where everything is invested, she also always asks about our dogs!"

"I hadn’t a clue about anything finance related. Clíodhna took the time to make sure I understood it all and helped me feel in control of my own money."

"Initially I met Clíodhna through my work pension. I trusted her straightaway and have since done lots of other financial work with her including a full plan, which my wife loved."