Company profile
Halpin Wealth and Mortgages
Wealth management, protection and mortgage brokerage. โOne relationship, Every financial decision."
- Industry
- Financial Services
- Employees
- 8
- Headquarters
- Cork
- Founded
- 2021
- Office locations
- 2
Halpin Wealth and Mortgages company summary
Halpin Wealth and Mortgages is a company in the Financial Services industry, headquartered in Cork, founded in 2021. On LinkedIn the company has around 8 employees. The company lists 2 office locations. Its listed specialties include financial advice, pension, investments, life assurance, financial reviews.
What technology does Halpin Wealth and Mortgages use?
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About Halpin Wealth and Mortgages
Founded in 2021 by three members of the Halpin family, Halpin Wealth and Mortgages (HWM) is a Cork-based, female-led financial planning practice helping individuals, families and business owners across Ireland build, protect and manage their wealth. We take a genuinely personal approach getting to know each client's full financial picture before recommending anything, and building long-term relationships rather than one-off transactions. As a multi-agency practice, we have access to a wide range of leading providers, so our advice is always tailored to what's right for the client. Our services include: Pension planning and retirement structuring Investment planning and portfolio management Life assurance, income protection and serious illness cover Mortgage protection Mortgage brokerage our newest service, offering clients access to multiple lenders and a single trusted relationship for both their finances and their property. Whether you're early in your career and starting to plan, approaching retirement and reviewing your options, or somewhere in between, we'd love to help. ๐ Book a free, no-obligation consultation with our team: https://HalpinWealthandMortgages.as.me/ ๐ง info@hwm.ie Halpin Wealth Management Limited is regulated by the Central Bank of Ireland.
Specialties
Where is Halpin Wealth and Mortgages located?
Halpin Wealth and Mortgages lists 2 office locations.
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Frequently asked questions about Halpin Wealth and Mortgages
What does Halpin Wealth and Mortgages do?
Founded in 2021 by three members of the Halpin family, Halpin Wealth and Mortgages (HWM) is a Cork-based, female-led financial planning practice helping individuals, families and business owners across Ireland build, protect and manage their wealth. We take a genuinely personal approach getting to know each client's full financial picture before recommending anything, and building long-term relationships rather than one-off transactions. As a multi-agency practice, we have access to a wide range of leading providers, so our advice is always tailored to what's right for the client. Our services include: Pension planning and retirement structuring Investment planning and portfolio management Life assurance, income protection and serious illness cover Mortgage protection Mortgage brokerage our newest service, offering clients access to multiple lenders and a single trusted relationship for both their finances and their property. Whether you're early in your career and starting to plan, approaching retirement and reviewing your options, or somewhere in between, we'd love to help. ๐ Book a free, no-obligation consultation with our team: https://HalpinWealthandMortgages.as.me/ ๐ง info@hwm.ie Halpin Wealth Management Limited is regulated by the Central Bank of Ireland.
How many employees does Halpin Wealth and Mortgages have?
Halpin Wealth and Mortgages has around 8 employees on LinkedIn.
Where is Halpin Wealth and Mortgages headquartered?
Halpin Wealth and Mortgages is headquartered in Cork.
Where does Halpin Wealth and Mortgages have offices?
Halpin Wealth and Mortgages lists 2 office locations, including Cork, IE, IE.
When was Halpin Wealth and Mortgages founded?
Halpin Wealth and Mortgages was founded in 2021.
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