Barra Gorman

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