Job Title: Chartered Financial Adviser
Qualifications: Diploma in Financial Planning, Award in Pensions Update. Certificate in Financial Planning, Certificate in Mortgage Advice, Certificate in Life & Pensions, BSC (1st class honours) in Mathematics & Computers, Member of Chartered Insurance Institute.
Raymond Hart joined Fairstone Financial Management NI, having gained over 20 years’ experience working in financial services for Ulster Bank.
He specialises in providing high quality, holistic financial planning advice for both corporate and private clients.
He has particular expertise in advising in relation to investments, pensions, financial protection, inheritance tax planning (IHT) in addition to providing a full advice service to his corporate clients.
Raymond builds 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 his client’s goals will be achieved and exceeded where possible.
This helps his clients plan for a comfortable retirement through this pensions and investment advice in addition to estate planning advice.
He also assists his clients in protecting their wealth and circumstances through the use of financial protection plans, including life, critical illness and income protection insurance.
Being able to help his clients achieve their financial goals is what really drives Raymond
In his role here at Fairstone, he hopes to continue to build a client base with whom he can establish a long term relationship built around trust and integrity –that way he can help his clients to manage their finances effectively from now and through their retirement.