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PresentationGerard O'Brien2024-09-05T10:31:13+00:00

Heritage Wealth is a family 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. Our clients consist of Business Owners, Executives, Directors, Self Employed, Private Investors, Families, Charities and Organisations.

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Contact Information

14 South Bank, Crosses Green,
Cork, T12 YWK4

Mobile: 083 466 2040
Office: 021 239 0880

Email: gerard@heritagewealth.ie
Web: www.heritagewealth.ie

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Copyright 2024 Heritage Wealth Management Ltd (Company No 560910, Directors Karen O’Brien and Gerard O’Brien) Trading as Heritage Wealth is regulated by the Central Bank of Ireland. Registered Address: 14 South Bank, Crosses Green, Cork, T12 YWK4 | Terms Of Business | Privacy Policy | Schedule of Fees & Charges
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