Heritage Financial Services Limited

Jerry Counihan has almost 40 years experience in the Financial Services Industry, 30 of which were dealing directly with clients. He worked for 10 years in Goodbody Stockbrokers and is a member of the Chartered Institute for Securities and Investment.

Heritage Financial Services was established in 1991 and provides independent advice to clients. We specialise in tailoring our recommendations to our clients individual financial requirements. Our services do not stop on finalisation of your requirements.

Ongoing reviews and assessments are just as important as the initial investment and to this end we provide detailed reports on a regular basis. We believe that these reviews need to be carried out to ensure that the arrangements put in place continue to meet your requirements.

Heritage Financial Services Ltd is regulated by the Central Bank of Ireland