Richardson Hewitt Financial Planning is a local family business based in Dundonald, County Down run by brother and sister Paul & Kim. The company was established by Paul in 2015 with Kim joining in 2018. With over 60 combined years of experience in financial services we know that planning for a secure future, whether for you, your family or your business is one of the most important steps you will ever take. Our aim is to build a relationship with you based on trust and to gain an in-depth understanding of your personal finances in order to provide a range of ongoing solutions that are tailored to you as your circumstances develop. Our advice covers all areas of financial planning, including Mortgages, Life, Critical Illness & Income Protection, Retirement and Investment planning. More details are available on our website at www.richardsonhewittfp.co.uk. Our process is an introductory meeting, which is without obligation, and aims for us to get to know each other as we review your circumstances and identify any areas of need or concern to you. Then, with your permission, we will carry out any necessary research and meet with you again to discuss with you our recommendations. Our own personal emphasis is on maintaining a long-term relationship by simply treating you as we would wish to be treated ourselves and to provide you with a source of trusted advice as your financial needs evolve over the years. If you feel we may be able to help you or you would like to know more please connect us.
