Barra Gorman

Job Title: FPFS, Chartered Financial Planner

Overview Barra has more than 20 years of Financial Services experience, with 17 years advising clients. Previous roles include working as a Pension Technician with the Prudential, Financial Planner with Barclays Wealth, Independent Financial Adviser (IFA) with Positive Solutions and Director of a Belfast based Wealth Management business. Barra has:
  • Experience in core advice areas plus a specialism in financial planning for business owners and later life wealth management
  • Achieved Chartered Financial Planner designation (ACII)
  • Received the Special Award from the Insurance Institute of Northern Ireland for achieving exceptionally high standards across the Chartered examinations
  • Fellow of the Personal Finance Society (FPFS) designation
  • Awarded the Special Award from the Insurance Institute of Northern Ireland for achieving first place across the Fellowship examinations
  • Full accredited membership of the Society of Later Life Advisers (SOLLA)
  • Full accredited holder of the SOLLA standard for retirement advice
  • Regional coordinator role for the SOLLA NI group
  • Membership of the Financial Vulnerability Taskforce
  • Regional coordinator role for the Institute for Financial Wellbeing NI group
  • European Financial Planner designation (EFP)
  • Advised across all client areas including private clients, families and business owners
  • Outside of work interests include walking, reading and spending time with family
Specific Skills:
  • Later life financial planning
  • Income and capital growth investment strategies
  • Near and post retirement planning
  • Estate planning solutions
  • Intergenerational wealth preservation

Maureen Holms

Job Title: Independent Financial Adviser

Overview Maureen has more than 30 years’ experience providing advice to high-net worth clients. Previous roles include working as an adviser with Friends Provident and Independent Financial Adviser (IFA) with the British Medical Association, providing holistic financial advice to its members. Maureen subsequently became a partner with Positive Solutions where she remained an Independent Financial Adviser working mainly with medical professionals. Maureen has:
  • Experience in core advice areas plus a specialism in financial planning for Medical Doctors and Dentists
  • Advised across all client areas including private clients, families and business owners
  • Outside of work interests include walking, reading and spending time with family & friends
Specific Skills:
  • Income and capital growth investment strategies
  • Financial planning for medical professionals incorporating knowledge of NHS benefits and the potential impact on financial strategy
  • Holistic financial planning including wealth creation, financial protection and mortgage financing when required
  • Near and post retirement planning
  • Estate planning
  • Intergenerational wealth preservation

Emma .

Job Title: Client Support

Emma is our mortgage and protection administrator having obtained her CF1 & CF6 qualifications back in 2020. Emma is studying towards her equity release exams and hopes to have these completed within the coming months. Emma loves travelling, reading and spending time with her little canine companions Daisy & Rodney.

Jess .

Job Title: Client Support

Jess is the lead client support, she deals with providers and client queries, and implements advice actions.  Jess has several years’ experience in Financial Services admin and speaks 4 languages. When not at work, Jess can be found in the garden looking after her plants or on long walks in nature with her husband.

Kellie .

Job Title: Admin Manager

Kellie manages the administration team, workflow and the processes behind them. In her spare time you’ll find her on walking adventures with her kids and the family dog!