– Pharmacists –
As a pharmacist you are responsible for your customers well-being at all times. In most instances you may also have team members that you have to look after to ensure your business runs smoothly.
We recognise this at Metis Ireland and we have developed systems to ensure optimum use of your time but to allow us to construct a financial plan to cover all aspects of your personal and business interests. Due to our work in this area we have gained huge experience and have a large number of Pharmacists now as clients. We create a financial plan for you which will offer peace of mind and flexibility but freedom for you to continue to develop and grow your business.
Below is a case study of an actual client we did work for recently with the names changed to protect their identity.
In the case study above we identified specific areas that this client wanted to address. We gathered the information and formatted and presented a plan to ensure the stated goals were achieved.
As a pharmacist there is huge pressure on a daily basis with staff, Government policy, time pressures, stress etc and it’s a battle to keep things on an even keel each day. The result is that use of the finances in the business for the principal is neglected and you end up with no short, medium or long term financial plan. This means decisions can be reactionary as opposed to planned.
In this particular case the client told us what they wanted to achieve and we listened. This plan contains agreed timelines, efficient use of monies, short and long term investments and overall peace of mind and a clear agreed route to follow.
TALK TO US ABOUT OUR INVESTMENT PHILOSOPHY
Metis Irelands unrivalled expertise in Financial Planning offers individuals their own personalised long term financial plan. Please fill in your contact information to talk to one of our Financial Planners today.
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