Financial Advice – for life
We are here to give you expert Financial Advice for your everyday and long term financial plans because we understand as you go through life your needs change. We are based in Oranmore Galway and our team are fully qualified, trusted and experienced and always ready to help you.
HC Portus Investment Platform
At HC we have developed and utilise an investment platform called Portus. We believe that our specifically developed model portfolios that match...
Wealth Management
Wealth Management is a lifelong process which starts at wealth creation, continues through wealth building
Retirement Planning
Setting up a pension plan, reviewing an existing plan, helping you tidy up legacy plans from old jobs whatever you need we have the pensions...
Tax Consultancy
At HC Financial Advisers, our Taxation department provides you with a taxation advice service built around tax planning and compliance.
Financial Planning
As you travel through life your financial needs, resources and objectives will change and we recognise this and structure your financial planning...
Mortgage Advice
Whether you are a first time buyer, upsizing, or investing we will find the best mortgage solution for your needs.
Investments
With all the investment options on the market today, it can be hard to know which one is right for you. Deposits can be great for instant access...
33 years of experience
HC Financial has been offering financial advice for nearly 33 years and we provide this service to both companies and individuals on all aspects of financial planning.
Here to advise you!
For Financial Advice you can trust, talk to us at HC. We are based in Oranmore, Galway but have clients across the country. We range in age from our 30s through to our 60s and have expertise in areas such as investment management, cashflow planning, mortgages and savings plans, retirement planning, taxation, trusteeship, private equity and more.
Our job is to work with our clients – get to know you, understand your needs & objectives and then to help you achieve them.
HC Portus PLATFORM INVESTMENTS
THE BENEFITS OF FINANCIAL PLANNING
Building Strong Client Relationships is the most important factor for us in helping you plan for the future
Through timely, in-depth analysis of the market and knowledge of financial products we have earned a reputation as leaders in Financial AdviceQualified Advisors
Everyone needs Financial Advice at some stage of their lives. All our advisors are Fully Qualified QFAs. With many years experience. Our team undertake continuous professional development training so we are up to date with best practice and current market trends because this puts us in the best possible position to advice you
The Initial Meeting
Our initial meeting with you is organised at a time of your convenience and we listen to what your individual needs are. We will look at your current financial position taking into account earnings and outgoings. After this we will discuss the level of risk you are comfortable with for investments and discuss your long term goals. Using this information and having obtained a completed fact find from you we will be in a position to put some financial solutions to you.
Expert Advice
To understand what strategic financial management is about, we must first understand what is meant by the term “Strategic”. Which is something that’s done as part of a plan that’s meant to achieve a particular purpose. We have been looking after the best financial interest of our clients for 30 years. We have an ethos of Honesty, Integrity and Mutual Trust which governs the way we build our client relations and conduct our business.