Financial Planning

At Halpin Wealth and Mortgages, we provide personalised financial planning tailored to your goals, lifestyle, and future ambitions. We’ll help you create a clear roadmap to keep your finances on track.

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Mortgages

Whether you’re buying your first home, moving house, switching lender, or investing in property, our advisers will guide you through the process and help you find the right mortgage for your circumstances.

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Investments

Whether you’re investing a lump sum or saving regularly, we’ll help you build an investment strategy aligned with your goals and attitude to risk, helping your money work harder.

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Retirement

Planning for retirement is about more than pensions. We help you create a strategy that reflects your goals, lifestyle, and future income needs, providing confidence for the years ahead.

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Protection

Our protection solutions help safeguard your income, family, and lifestyle. From life assurance and specified illness cover to income protection, we’ll help protect what matters most.

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30
+

Years Experience

500
+

Happy Clients

5000
+

Social Media Followers

Contact Halpin Wealth and Mortgages today. Whether you're a first time buyer, mover, or switcher, our team can help you navigate the mortgage process with confidence.

Call our Mortgage Advisor

Why Choose Halpin Wealth and Mortgages?

At Halpin Wealth and Mortgages, we believe financial advice should be accessible, understandable, and tailored to you. Whether you’re buying a home, protecting your family, building wealth, planning for retirement, or simply looking to make your money work harder, our team is here to guide you every step of the way.

We take the time to understand where you are today, where you want to be tomorrow, and how to bridge the gap with a clear and personalised financial plan designed around your goals.

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Expert Advice

Guiding clients through life’s biggest financial decisions.

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Personal Service

Tailored solutions designed around your goals.

Cork Digital Marketing Awards - Best Use Of LinkedIn - Halpin Wealth Management

Best Use of LinkedIn

Meet the People Behind Halpin Wealth and Mortgages

At Halpin Wealth and Mortgages, our team of experienced financial advisors is dedicated to helping our clients achieve their long-term financial goals through personalised and comprehensive financial planning services.

Sam Halpin - Managing Director of Halpin Wealth Management - Qualified Financial Advisor

Sam Halpin

Managing Director

QFA

Benjamin Halpin - Qualified Financial Advisor and Certified Financial Planner

Ben Halpin

Wealth Manager

CFP®

Brian Cantwell

Head of Mortgages

QFA

Colette Cronin

Financial Advisor

QFA

Sheila Madden - Qualified Financial Advisor at Halpin Wealth Management

Sheila Madden

Financial Advisor

QFA

Drury Halpin - Head of Business Development and Qualified Financial Advisor at Halpin Wealth Management

Drury Halpin

Business Development

QFA

Lauren Ferreira - Life and Pensions Administrator at Halpin Wealth Management

Lauren Ferreira

Life & Pensions Administrator

Ciara Coveney - Office Manager at Halpin Wealth Management

Ciara Coveney

Office Manager

Shannen Barry

Marketing Manager

  • I found Ben at Halpin Wealth Management to be a trusted and informed advisor when it came to my pension.... read more

    David Cowzer Avatar David C.
    May 6, 2025

    I had a great experience with Drury, who guided me on managing pensions, savings and investments. He was very knowledgeable... read more

    Kate O'Keeffe Avatar Kate O.
    May 10, 2025

    Ben in Halpin Wealth Management has been great to work with. He makes himself available the whole time and takes... read more

    Padraig Ahern Avatar Padraig A.
    May 7, 2025

  • Working with Sheila was the most pleasant experience. She's attentive, considerate and listened to all my needs and requirements. I... read more

    Monika Nowakowska Avatar Monika N.
    October 8, 2025

    Very well handled the call was

    Craig McKeown Avatar Craig M.
    May 7, 2025

    Ben , Sheila and the team are amazing, personal, kind and go above and beyond. Couldn't recommend enough

    aidan roche Avatar aidan r.
    April 29, 2026

  • Highly recommend the team at Halpin Wealth. Ben & Sheila have been wonderful to work with so far. Clear, personable... read more

    D A Avatar D A.
    November 13, 2024

    I dealt with Sheila, she was great to work with and simplified the process where possible. Highly recommend.

    Claire O'Sullivan Avatar Claire O.
    January 8, 2026

    I got in touch with HWM and did a financial review with Ben and the team. I sat down with... read more

    Ross Daly Avatar Ross D.
    September 13, 2024

Not Sure Where to Start?

Whether you’re buying a home, protecting your family, planning for retirement, or growing your wealth, our team is here to help you make confident financial decisions.

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The Wealth Advisor

“The Wealth Advisor” is a blog dedicated to providing valuable insights, expert opinions and actionable advice on all aspects of financial planning, investment, and wealth management.

What to expect at a financial review

01

Book Appointment

Schedule a free, no-obligation consultation at a time that suits you.

02

Complete Questionnaire

Share your financial goals and current situation so we can prepare.

03

Discovery Meeting

We sit down together to understand your needs and explore your options.

04

Receive Review

Get a personalised recommendation with a clear plan for your future.

Book Your Free Consultation