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 Group.

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

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.