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Raymond Hart

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Northern Ireland

Covers

Northern Ireland

Raymond Hart

Chartered Financial Planner

I joined Fairstone Financial Management NI, having gained over 20 years’ experience working in financial services for Ulster Bank. I specialise in providing high quality, holistic financial planning advice for both corporate and private clients.

I have particular expertise in advising in relation to investments, pensions, financial protection, inheritance tax planning (IHT) in addition to providing a full advice service to my corporate clients.

I aim to build strong lasting relationships with clients, helping them with their investment portfolios and retirement planning. This involves the combination of building new portfolios as well as closely managing existing ones to ensure client’s goals will be achieved and exceeded where possible. I am also able to assist clients in protecting their wealth and circumstances through the use of financial protection plans, including life, critical illness and income protection insurance.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Northern Ireland

Covers

Northern Ireland

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