Richardson Hewitt Financial Planning, Belfast

Our goal is to maintain long and trusting client relationships through honesty, simplicity and exceptional customer service. Put simply - to treat you as we would wish to be treated ourselves.
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updated more than 2 years ago

Opening Times

To schedule an appointment please call Paul on 07967 476166 Many thanks.

Description

We have been working in the financial services industry for over 29 years and have the knowledge and expertise that you need to be confident that you are in safe hands.

Our expertise covers the broad spectrum of financial planning and will help you and your business.

Our goal is to maintain long and trusting client relationships through honesty, simplicity and exceptional customer service.


Company description
We deliver high quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with our clients.

Our services include:
- Retirement Planning
- Onshore and Offshore Investments
- Inheritance Tax Planning
- Protection (Life, Critical Illness, Income Protection Covers)

We appreciate that you are unique, with your own financial ideals, which is why we will tailor the services and recommendations that we make specifically to you. We do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:

• Grow wealth • Preserve assets for long-term financial security; • Adequately protect assets from potential threats; • Reduce Inheritance Tax liabilities; • Plan for retirement; • Effectively manage cash and borrowings.

In providing face to face wealth management advice with a personalised approach more time is dedicated to sitting down with you and really addressing what is important to you at what ever stage in life you find yourself in and then to be there for you as your circumstances change.

We really value and respect the trust our clients give us as we become an integral part in helping them deliver on their life plan.
Keywords:
Financial Services, Financial Management, Financial Planning, Financial Advisory, Independent Financial Advisers, Financial Advisors, Independent Financial Advisor, Financial Advice, Financial Consultants, Finance Industry, Cash Flow Management, Retirement Planning, Financial Plan, Investment Plan, Asset Management, Independent Financial Advice, Money Advice, Business Financial Services, Aegon, Investment Advice, Savings and Investments, Mortgages, Insurance, Tax Planning, Investments, Trusts, Pensions, Inheritance Tax, Life Cover, Income Protection, Business Protection, Critical Illness Cover, Succession Planning, Grow Your Wealth, Protect Your Family, Protect Your Lifestyle
Services
Personal Finance
Service Areas
Whilst we have clients from across Northen Ireland and in the wider UK the majority of our work is in the North Down, Greater Belfast Area & County Antrim.
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Contact Persons

Paul Hewitt
MANAGEMENT

Send message

02828268412

07967476166


Craig Adair
CUSTOMER SERVICE

Send message

028 9068 6739

07768 284393

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