Barra Gorman UHY Hacker Young Fitch
Barra Gorman
Wealth Management Partner
028 9032 2047
Barra has more than 15 years of financial services experience, with ten years advising clients. Previous roles include working as a Pension Technician for the Prudential, Financial Adviser with Barclays Wealth and as an Independent Financial Adviser with the national advice firm Positive Solutions. Barra has:
  • Experience in core advice areas, as well as specialism in retirement financial planning and later life wealth management
  • Achieved Chartered Financial Planner status
  • Received the Special Award from the Insurance Institute of Northern Ireland for achieving exceptionally high standards across the Chartered examinations
  • Membership of the Personal Finance Society (PFS)
  • Fully accredited membership of the Society of Later Life Advisers (SOLLA)
  • Fully accredited holder of the SOLLA Retirement Standard for advice
  • Worked across all client areas and specialises with – private clients, families, charities, and corporate entities
  • Interests include running, reading and spending time with family
Specific Skills:
  • Later life financial planning
  • Wealth management
  • Near and post retirement planning
  • Wealth preservation