NG Wealth Management Acquires Richardson Hewitt Financial Planning
A Significant Milestone in Our Growth Journey
NG Wealth Management is pleased to announce the acquisition of Richardson Hewitt Financial Planning, marking an important milestone in the continued development of the business. The announcement comes as NG Wealth Management celebrates ten years as a St. James's Place Partner Practice.
This follows another significant step in the firm's growth journey, with the move to newly refurbished offices at 115 Main Street, Moira in September 2024, providing a strong foundation for continued expansion. Over the past decade, NG Wealth Management has built its reputation on long term client relationships, trusted financial advice and helping individuals, families and business owners make confident decisions about their financial future.
The acquisition of Richardson Hewitt Financial Planning represents a natural next step in that journey and reflects NG Wealth Management's commitment to building a strong, sustainable business for the long term.
Richardson Hewitt Financial Planning has established an excellent reputation for delivering high quality financial advice and building lasting relationships with clients throughout Northern Ireland. The business has been built on values that closely mirror our own, including a commitment to personal service, long term planning and putting clients at the centre of every decision.
From the outset, it was clear that both businesses shared a similar philosophy. Successful financial planning is about more than products and investments. It is about understanding what matters most to clients, helping them make informed decisions and building trusted relationships that endure over time.
Building a Stronger Business for the Future
The acquisition brings together two well established financial planning businesses with a shared commitment to delivering excellent client outcomes.
The combined team of six dedicated professionals will continue to provide high quality financial advice, personalised financial planning and outstanding client service.
The combined business will operate from two offices, with an established presence in both Moira and Dundonald. The Dundonald office will remain an important part of the business, while clients will also have access to NG Wealth Management's office at 115 Main Street, Moira. This enhanced presence strengthens the firm's ability to serve clients across Northern Ireland and provides a strong platform for future growth.
Importantly, clients of Richardson Hewitt Financial Planning will continue to benefit from the St. James's Place approach to investment management and long term financial planning, supported by the additional strength, resources and long term sustainability of a larger business.
Shared Values and a Shared Vision
A strong alignment between the two businesses was central to the decision to bring them together.
Both firms have consistently focused on building long term relationships, providing personalised advice and helping clients achieve their financial goals. These principles have guided both businesses to date and will continue to guide the combined firm in the years ahead.
NG Wealth Management would also like to recognise the contribution of Paul Hewitt, Kim Dickson and the wider Richardson Hewitt Financial Planning team in building such a respected Practice. Their dedication to clients has helped create a business with an excellent reputation, and the combined firm is well placed to build on those strong foundations.
Looking Ahead
As NG Wealth Management celebrates its tenth anniversary, this acquisition represents more than business growth. It is an investment in the future and a commitment to continuing to provide high standards of advice, service and support for clients over the long term.
By bringing together two businesses with shared values and complementary strengths, NG Wealth Management is creating a stronger organisation that is well positioned for the future while remaining firmly focused on what matters most: helping clients achieve their financial goals and build financial confidence.
NG Wealth Management is pleased to welcome the clients of Richardson Hewitt Financial Planning and thanks everyone who has supported both businesses over the years. The firm looks forward to the opportunities ahead and to continuing to serve our clients for many years to come.
