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Why choose Heritage Wealth?

Heritage Wealth is an independently owned financial advisory firm. We specialise in providing financial planning and wealth management services to clients looking to plan and achieve their personal and financial goals.

You may wish to retire at a certain age, provide your children with a third level education or look to extract funds in a tax efficient manner from your business. Whatever life stage you are at, it is never too early or too late to start planning.

Investment
Advisory Services

Heritage Wealth, Financial Planning
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Retirement
Planning

Heritage Wealth, Financial Planning
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Planning for Businesses
and Individuals

Heritage Wealth, Financial Planning
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Family and
Business Protection

Heritage Wealth, Financial Planning
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Estate Planning &
Wealth Preservation

Heritage Wealth, Financial Planning
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What makes us different?

Our focus

We are focused on you, our client. At Heritage Wealth, we will advise you on how to realise your overall financial planning goals through customised financial planning and wealth management services.

We will take the time to learn about you, where you are now and where you want to be. We operate a fully integrated, end-to-end advisory service and aim to be our clients trusted advisor and a source of reliable, independent advice.

Our Distinctive Approach

At Heritage Wealth, we will work with you to ensure that you have a clear direction for your finances.

We will determine if there are any obstacles or anomalies in your current position and prioritise your lifestyle and financial planning objectives. We will then develop a tailor-made strategy to illustrate what steps need to be taken to ensure that you are secure and confident in your short, medium and long term financial position.

Our offering

Because our clients circumstances are unique, so too are their wealth management requirements. At Heritage Wealth, we develop a real understanding of those requirements. We build long-term, enduring relationships with our clients, built upon mutual trust, real understanding of their specific needs and putting their interests at the centre of our services.

Our clients expects us to provide them with truly unbiased advice. Our open architecture approach means we are able to offer clients the most suitable product solutions through the most reputable financial institutions.

We use our in-house expertise in core financial planning and wealth management areas such as investment advice, retirement planning, business planning and estate planning to select and build the solutions that will best serve our clients interests.

A detailed cash-flow analysis is an important precursor to making informed decisions. Prior to deciding to make an investment decision, top-up your pension, gift funds to your children or sell an investment property, a personalised cash-flow will help you understand how this financial decision could impact your current and future lifestyle.

Gerard O’Brien has built a distinctive and invaluable background in law and international financial advisory, allowing him to employ financial strategies and methods that are unique to the financial services industry in Ireland today. Gerard has built a strong reputation for delivering high-quality advice and excellent results for clients.

We align our goals as closely as possible with your financial interests. Comprehensive financial planning for an individual or a business generally involves tax planning, risk management, investment planning, retirement planning and gift and estate planning. We work closely with your advisers (accountants, tax & legal) to ensure that we are all working together on your behalf in or der to achieve your desired result.

Gerard O