About Our Firm

Heritage Wealth is an independently owned Financial Planning & Wealth Management practice. We specialise in providing financial planning and wealth management services to clients looking to plan and achieve their personal and financial goals. Our clients consist of Business Owners, Executives, Directors, Self Employed, Private Investors, Families, Charities and Organisations.

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.

Our 5 core practice areas

  • Investment Advisory Services
  • Retirement Planning
  • Financial Planning for Businesses and Individuals
  • Family & Business Protection
  • Estate Planning & Wealth Preservation

What you can expect from us

  • Tax efficient solutions and structures
  • A highly personalised, tailored service
  • Unbiased advice

  • Our market leading investment offering
  • Financial clarity through comprehensive cash-flow modelling
  • Qualified professional staff with invaluable international experience

Our focus

We are focused on you, our client. At Heritage Wealth, we will advise you on how to realise your overall financial 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 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 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.

Develop your financial plan, Monitor process, Stay the course
Strategy, Planning, Results
Collaboration Synergy Results
Global Perspective - Local Presence
Traditional Values - Dynamic Approach
Clarity, Perspective, Peace of Mind