Welcome to Hestia Wealth
Our name, Hestia Wealth, defines our approach to financial planning.
The name Hestia comes from Greek mythology and Hestia was the Greek Goddess of the Hearth, Home and Family.
We felt the name Hestia reflected our values because we are a very family-focused and close team and we work with you to ensure that we protect your family, lifestyle and financial security. We do this by working with you to build a financial plan that we put in place for you and review on an ongoing basis to ensure it continues to meet your needs and objectives.
We believe financial planning should stem from a thorough understanding of our clients’ goals, aspirations, challenges and concerns.
We are independent Financial Planners based in Northern Ireland,
we work with clients throughout the UK.
We believe in helping you
to use your money as a tool to provide peace of mind.
We enable you
to live the lifestyle you want.
Make it make sense.
Cashflow Planning
Cashflow planning is a powerful tool to help you achieve financial success. When we really break it down, financial success requires just three things. It’s about establishing:
Where you are today
Where you want to be
Then create a plan to get you there
Financial Health Check
A financial health check can give you an overview of where you are today. It looks at what’s coming in and what’s going out, as well as reviewing your assets and liabilities.
The outcome of a financial health check will provide you with a really clear picture of your current financial position.
Financial Life Plan
Your financial life plan thinks about the future. It’s about working out where you want to be and the things you want to achieve. It answers the big questions, things like:
When can I stop working?
Will I have enough to live the life I want?
What are the trade-offs?
Want to know more about the client journey?
We are proud to have worked with many amazing clients who have allowed us to produce their bespoke financial plan and we would love to work with you too.