The last 10 years have been challenging for Pharmacists with increased compliance, the advent of generic drugs, tighter margins and increased rents. Despite trying times for wealth management, we have noticed that during this period Pharmacists have been resourceful Entrepreneurs.

They have focused on other income streams such as beauty and skin care, an increased focus on Customer Service and in some cases aligning themselves with groups of like-minded individuals to help with bulk buying of products and branding.

Pharmacists like you have focused hard on their business but we have noticed that although they have a clear plan for their business a lot of the time the do not have a financial management plan for themselves.

As a firm of Certified Financial Planners (CFP’s) Mason Wealth Management are experts in the area of Financial Planning, Pension & Investment advice. Our aim is to put you first and treat you with respect. We are confident in our abilities and will manage your priorities with enthusiasm and energy through a focused process to ensure we deliver your goals.

Most financial advisors in Dublin talk to you about products such as Pensions and Life Insurance but rarely do they sit down with you and ask you what you really want and what you need to do to get there.

Imagine if you had time to do some of the things you always wanted to do. Imagine if you had this time now but didn’t know it.

We have developed a You First Financial Planning Process specifically for Pharmacists. Our process is as follows:

Discovery meeting

Develop your Financial Plan

Strategies that can help achieve your goals.

Implementation

Review

Why work with us?

• Our core aim is to become a valuable part of your life/business.
• Financial Planning and decision making is complex – we’re here to help make it simple
• We want to build a personal long-term relationship with you
• We listen to you to discover more about you, your priorities and your goals
• We build a bespoke Financial Plan for you
• We put forward options most suitable to meet your goals
• We help you to make the decision that’s best for you
• We guide you along your Financial journey and regularly review your bespoke plan

Here is what one of our pharmacist clients had to say about working with us:

“I own & manage my own business. Four years ago I was introduced to Mason Wealth Management. I needed guidance regarding my pension, investments, life insurance & financial planning for the future. I can now say with total confidence that my needs have been met. I am currently well on the way to achieving my goals & this is down to the way in which Mason Wealth Management have guided me along the way. Their work has been professional and full of empathy with an acute awareness of my personal goals as well as my financial goals.”

– Pharmacist owner North Dublin

Contact us today for an appointment. This initial 1-hour consultancy is at our cost.