Trusted Financial Advisors in South Dublin

Independent Financial Advice

Hedderman Financial Solutions is a family run business focused on assisting our clients plan their financial objectives in a manner which is consistent with their personal experiences, needs and concerns. We build relationships with our clients by going through a detailed fact find; this helps us to design the appropriate solution for their needs. Our practice currently consists of five Qualified Financial Advisors, two of whom are Certified Financial Planners.

Our firm is primarily focused on holistic Financial Planning which centres around;

Establishing and defining the client – planner relationship
Gathering data and determining goals and expectations
Analysing and evaluating the clients financial status
Developing and presenting the financial planning recommendations/alternatives
Implementation of the agreed recommendations
Review and revision of the Financial plan

Mission Statement

At Hedderman Financial Solutions, we help our clients, plan the financial security they want, for themselves, their families and their business now and in the future.

Our Philosophy

Our firm is primarily focused on the area of holistic financial planning. Our role as financial advisors is to ensure that our individual and corporate clients are aware of economic or legislative changes that could impact upon their financial well-being.

Our Promise

One of the key areas for developing our business is to consistently improve upon our service to our clients. The frequency and quality of the information provided to our clients is our main focus along with regular reviews which are of paramount importance to our firm. By having a holistic view of financial planning we are confident that we will assist our clients in achieving all of their financial goals and objectives.

Personal Protection

A protection plan is designed to remove the negative financial impact that you or your family could suffer if you become seriously ill or die prematurely. You may already have some safeguards in place, but are you confident they will meet your needs now and into the future?

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Business Protection

Successful companies are made up of people with experience, knowledge, management expertise and vital business contacts. Without these people the business may suffer. Business Protection is designed to protect a company against the loss of a key person/director to illness or premature death.

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Retirement Planning

Everyone needs to plan for their future. Life expectancy is rising and people retiring today expect to spend up to 30 years or more in retirement. Prudent planning now can ensure you have enough money to support a comfortable lifestyle during your retirement.

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Savings & Investments

Whether you have a lump sum to invest or want to begin saving regularly there are certain things you need to consider first, your financial goals, how long you wish to invest for and your attitude to risk. With our help you can choose the sort of investments you’re comfortable with and fit your stated goals and objectives.

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Testimonials

We have always received an excellent service from Hedderman Financial service. We have recommended them to so many family and friends, who all have had brilliant experiences also. The customer service is phenomenal and they give each client so much of their time. They are so easy to deal with, they came to our house, at a time that suited us. They sorted everything with such ease. No request was too much trouble. We just love the personal touch and the time they give you as a client.

Aine Fay B.Com Msc., Chartered Accountant

My business relationship with Maurice is coming up on thirty years – and not a blow struck yet! I want to thank Maurice for being in my corner throughout. His advice, some more willingly followed than others, have always proved sound. My speedy recovery from serious illness eight years ago is in no small measure attributable to the cover obtained through Maurice, which greatly alleviated any stress. I am grateful to him for his honest, impartial and efficient service throughout and have no hesitation in recommending his companies services to anyone.

John C. Walsh Dip. Env. Econ., Solicitor

I’m delighted to recommend Hedderman Financial Solutions to you. I have known Maurice for most of my 30+ years in the industry and can vouch for his integrity and his commitment to putting his customers first. He is a former President of the Life Assurance Association and has been an advocate of strong education for advisors and excellence in communication to HFS clients

Tom Barry, former Chief Executive of Canada Life

I consider myself extremely fortunate to have crossed paths with Maurice early on in our lives. Over the years, Maurice, always up to date with the current financial benefits, would meet with me regularly to discuss my needs, ( and he still does ) always tweaking and driving forward my Benefit Plans, in order to maximise their potential but always to within my capacity. Without his expertise my family and I would not be in as secure a financial position as we are today. It is wonderful to see the progression of Maurice’s son Mark in the Family Business. And as things evolve he now is looking after my children and their partner’s financial requirements. We wish Maurice, Sue and Mark every success at Hedderman Financial and strongly advise those who have not sought their Financial Expertise to do so!

Mark Shannon, Restaurant Owner