About Us

About Halpin Wealth and Mortgages

Halpin Wealth and Mortgages is a leading financial planning firm, formed in 2021 and based in Cork City, Ireland, dedicated to helping our clients achieve their long-term financial goals. We are a female-led business with a team of young and dynamic financial advisors, all of whom are QFA (Qualified Financial Advisor) certified.

At Halpin Wealth and Mortgages, we believe in taking a personalised approach to financial planning. We understand that every client is unique, with their own individual goals and financial situation. That’s why we take the time to get to know each of our clients and develop customised plans that meet their specific needs and goals.

We are committed to building long-term relationships with our clients and providing ongoing support and guidance. With a wealth of knowledge and expertise in the industry, our advisors are equipped to provide innovative and effective solutions to even the most complex financial challenges. Discover how we can help you achieve financial success.

Female-Led

As a female-led business, we bring a unique perspective to financial planning and offer a more diverse range of solutions to our clients.

Dynamic

Our team of young financial advisors bring a fresh and dynamic approach to financial planning, using the latest technology and tools to help our clients achieve their financial goals.

Experts

All of our advisors are QFA certified, which means they have undergone extensive training and are held to the highest standards of professionalism and ethics in the industry.

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 Administator

Ciara Coveney - Office Manager at Halpin Wealth Management

Ciara Coveney

Office Manager

Shannen Barry

Marketing Manager

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.

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.

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.

Our Services

Financial Planning

At Halpin Wealth Management, we provide personalised financial planning services that take into account your unique goals, risk tolerance, and investment preferences.

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Protection Products

Our protection products are designed to help you safeguard your finances and protect your loved ones in case of unforeseen circumstances such as illness, injury, or death.

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Retirement planning

Your golden years will be as comfortable and stress-free with our customised retirement plan made just for you that takes into account your lifestyle, goals, and financial situation.

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Investments

We will help you grow your wealth and achieve your financial goals. We have options for either lump sum investing or regular investing that will suit your needs.

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

Best Use of LinkedIn

  • 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

    Ben and all of the team at Halpin Wealth Management provide an excellent service. I could not recommend them enough.... read more

    Patrick Lee Avatar Patrick L.
    July 29, 2025

    Great service! Great team, would highly reccommend them.

    Aidan Floyd Avatar Aidan F.
    April 29, 2026
  • Sheila at Halpin Wealth Management provided a personal, friendly, and professional service throughout. Our consultation with Ben was excellent—he offered... read more

    Rachael Shorten Avatar Rachael S.
    September 23, 2025

    I have been a client of Halpin Wealth Management for close to two years now. Very insightful advice and has... read more

    Brían French Avatar Brían F.
    May 13, 2024

    Ben and the team at HWM have proved indispensable to the management of my finances by providing both sensible and... read more

    Seamus Ennis Avatar Seamus E.
    May 13, 2024
  • I would highly recommend Halpin Wealth Management. Sam was so lovely to deal with and she explained things to me so... read more

    Anne O'Mahony Avatar Anne O.
    October 16, 2025

    I’ve tried a few other financial advisors, and they all left me more confused than when I started. This is... read more

    Tara B. Avatar Tara B.
    October 13, 2024

    Sam was incredibly helpful—I can’t recommend them enough! I felt genuinely listened to, and Sam couldn’t have been nicer. After... read more

    Shay Avatar Shay
    October 13, 2024