About us

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 2014 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.

As we all have different circumstances we provide you with a professional, courteous, bespoke service, which is tailored to meet your own financial needs and aspirations. Our focus is on you and on achieving or maintaining financial security for you and your loved ones.

We appreciate that you are unique, with your own financial ideals, which is why we 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: 

  • Protect you and your loved ones;
  • Effectively manage cash and borrowings;
  • Grow wealth, specifically through our distinctive approach to investment management
  • Plan for retirement
  • Preserve assets for long-term financial security
  • Reduce Inheritance Tax liabilities

We have access to the distinctive approach to Investment Management and Guarantee of our advice to you from the St. James's Place Wealth Management Group.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Our goal is simply to treat you as we would expect to be treated ourselves.


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Testimonials

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I have known Paul in a personal and business capacity for over 35 years. He has always provided myself and my family with exceptional service and trustworthy financial advice. I can fully recommend him to anyone seeking financial advice for themselves or their family in any situation.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
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Richardson Hewitt Financial Planning is a trading name of Richardson Hewitt Financial Planning Limited. Richardson Hewitt Financial Planning Limited is registered in England and Wales, Number NI642237. Registered Office: 33 McCareys Loanen, Larne, Antrim, BT40 2DN.