Hegarty Wealth
Hegarty Wealth is an independent advisory firm based in London. We provide clear and objective wealth advice that gives meaning and creates efficiencies, allowing you to focus on what matters. When creating your unique financial plan we consider: Retirement and lifetime cashflow planning. Investment strategy and cash management. Property, business, and debt strategy. Succession planning, and effective giving. Tax efficiency. Risk mitigation. The efficiency of your existing arrangements.
London, England, United Kingdom
Financial Services
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No verticals classified
Wealth planning, Independent financial advice , Retirement planning, Investment strategy, Succession planning, Tax efficiency, Inheritance tax planning
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Prospects
| Name | Title | Channels | Status | |
|---|---|---|---|---|
| Chartered Financial Planner & Founder | sam@hegartywealth.co.ukvalid | — | — |
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