Heligan Group adds Wealth Management business

Exciting developments at Heligan Group as we align our unique blend of intelligence-driven financial expertise and innovative investment strategies to the Wealth Management sector. With the acquisition of the Hay Hill Wealth business, Heligan Group can amplify our already robust wealth management services, providing clients with enhanced market insights and tailored investment opportunities. Later this year, Hay Hill will evolve into Heligan Wealth Management, further integrating our combined strengths to offer unparalleled wealth management solutions. This rebranding signifies a shared commitment to delivering sophisticated, client-centric financial guidance and investment excellence.

Hay Hill has always understood that Wealth Management is not just about numbers; it's about crafting personalised strategies tailored to your unique aspirations and financial goals. With a team of seasoned professionals and industry experts, we offer a comprehensive suite of services designed to optimise your wealth, protect your assets, and secure your financial future.

To announce our Wealth Management presence in Birmingham and the Midlands we are proud to confirm that Kieran Duffy has joined the team as Client Director. Kieran has over 11 years of experience as a financial professional, first qualifying as a banker at RBS Corporate Bank before transitioning into wealth management with Coutts. Most recently Kieran was a Client Advisor at UBS advising a diverse High Net Worth client base including entrepreneurs, professionals, and institutions.

Kieran graduated from the University of Birmingham with an LLB Law with Business degree. He is a Chartered Fellow of the CISI, completing the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Advice Diploma, and Certificate in Advanced Financial Planning, as well as being a Qualified Financial Advisor (QFA) / European Financial Advisor (EFA) with the Irish Institute of Banking.

Heligan Group takes pride in an unwavering commitment to excellence, integrity, and building long-term relationships and we have every confidence that Kieran will enhance this commitment whilst delivering an unparalleled client experience.

We invite you to explore our website to learn more about Hay Hill / Heligan Wealth Management and discover how a bespoke Wealth Management solution can help you navigate the intricacies of wealth preservation, growth, and succession. https://www.hayhillwealth.com/