At Hegarty Financial Management our client’s financial wellbeing is our number one priority. Each of our dedicated team of advisors works with our clients on a one to one basis ensuring they receive personalised and tailored advice. But each client also has access to the teams over 180 years of collective experience in pension, mortgages, savings & investments, and financial planning. Let’s meet the team. 

 

Niamh Hegarty, Director, BA, QFA

Niamh Hegarty, Director

Financial planning you could say is in Niamh’s DNA. Starting her career in a life company and moving into brokerage it brought an in-depth knowledge of the industry. With her 20 years of experience, she has honed her expertise in Corporate Pensions. She also ensures that Hegarty Financial Management complies within the strictest of regulations and compliance. And always caring about the health and wellbeing of all the team!

 

 

 

Frank Lynch, QFA

Frank Lynch, QFA

Frank is our pension and investments guru. With over 50 years in the financial sector, he’s seen it all! His tacit knowledge and financial advice are invaluable. When not in the office he can be found perfecting his skills on the golf course.  A former rugby flying centre with Old Belvedere he’s a true team player and our in house role model. 

 

 

 

Trish Jukes, Mortgage Specialist & Financial Advisor, QFA

Trish Jukes, Mortgage Specialist & Financial Advisor, QFA

With 20 years of experience working in the financial services sector, having worked previously in both Insurance companies and brokerages. Trish brings a wealth of experience in Corporate Pensions and Group Risk as well as her knowledge of the Mortgage Market. A Gaeilgeoir, she has been known to use the odd cúpla focal with clients and staff. With a passion for interiors, if she’s not giving mortgage and investment advice she renovating and decorating! Her client relations are second to none and nothing brings her more satisfaction than getting her clients the keys to their dream homes and the journey she shares with them along the way.

 

 

Ross Craigie, Mortgage Specialist & Financial Advisor, BSc (Hons), QFA

Ross Craigie, Mortgage Specialist & Financial Advisor, BSc (Hons), QFA

Ross joined the Hegarty Financial Management team in 2012. Specialising in Mortgages, Protection, Pensions, Investments & Financial Planning. Our resident Scotsman he’s always one to have a bit of banter while making sure he gets his clients the best deal and saving them money. Coming from an Environmental Science background he’s on a mission to get HFM paperless by 2023!

 

 

 

Margaret Hanratty, ACII, QFA 

Margaret Hanratty, ACII, QFA

Mags is our personal Oracle, there’s nothing she doesn’t know about Financial Planning. With over 30 years in the Industry both general and life, and top of her class, she constantly keeps abreast of all products and regulations within the market. Her warmth puts everyone at ease and knows each and every client by heart. 

 

 

 

Chloe Davis, APA Life Assurance

Chloe Davis, APA Life Assurance

Chloe runs the office like a tight ship while also studying for her QFA. She brings such energy and enthusiasm and reduces the average age of the team!   There’s no task too big or too small and one to always get the job done! She’s a great addition to the team. 

 

 

 

 

Maura Hegarty, Director & Company Secretary

Maura Hegarty, Director and Company Secretary

Maura is a founding member of Hegarty Financial Management. Always one for sound advice and for keeping a cool head, she’s the companies rock.  A former senior bank official she looks after the banking and commercial interests of HFM.  

 

 

 

 

Jim Hegarty, Managing Director, P.C., F.L.I.A 

Jim Hegarty, MD, Hegarty Financial Management

Your Door to Best Advice has been Jim’s vision for Hegarty Financial Management for 50 years. Starting as a small business his rapport and care for his clients have helped him grow the successful business to what it is today. Always open to new and emerging technology has recently completed a post-grad diploma at DCU in Education and Training Management (eLearning). Striving for excellence within the Financial sector he has brought together a team whose core values and belief in achieving the best for their client’s wellbeing are at the heart of HFM.