North Financial Management

Reviews, get directions and contact details for North Financial Management

"We are an award winning firm of Independent Financial Planning professionals, offering high quality financial, investent and pension advice.Our business is built around the needs of our clients and our core values of trust, transparency and providing honest advice.At North Financial Management LLP, we pride ourselves in being your financial adiser. In a time where you have many options options to seek out financial advice, what makes us different?We focus on helping you protect and grow your finances by providing you honest impartial advice. Richard Schwartz is a Chartered Adviser and Fellow of PFS and has over 30 years expereince in providing high quality advice and North is considered to be one of the best IFA Practices in NI."

Address: 84 North Rd, Belfast BT4 3DJ, UK

Phone: 028 9047 2228

Website

State: Belfast

City: Belfast

Zip Code: BT4 3DJ

opening times

Monday: 8:00 AM – 5:00 PM
Tuesday: 8:00 AM – 5:00 PM
Wednesday: 8:00 AM – 5:00 PM
Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

Such a fabulous professional company! We went to Richard to discuss guidance on our future retirement pathway. Richard gave us clear concise information regarding our pensions & rental portfolio. All the staff were very friendly & Richard created a relaxed comfortable atmosphere with no questions being left unanswered. The meeting actually lifted a great weight off our shoulders as we had put off seeking advice for quite a long time, Richard with his wealth of information made everything clear & easy. I would have no hesitation in recommending this company & just wish we had of done it sooner! Big thanks to Richard & team!!

Great conversation about your needs,wants & aspirations. Clearly shows North financial think about "You" I felt they want to get it right 1st time..felt very relaxed..

I choose North Financial as a result of the very good reviews and the firm being local. I was not disappointed. From the very first contact by phone I was impressed with the very professional approach of Dave Crum and the subsequent face to face meeting was equally reassuring. A subsequent meeting with Richard Schwartz was also very professional and conducted in a very friendly atmosphere. Everything was very well explained and I felt confident that they would look after my interests. Nothing seems to be too much trouble as my subsequent queries by phone were dealt with very efficiently. I would not hesitate to recommend this firm.

I sought financial advice as I wanted to retire at 53 years old, other advisers told me it wasn't possible, Richard created a plan which allowed me to retire at 53. The plan from North Financial, literally has changed my life. I am able to follow my dreams, without spending the children's inheritance! I can’t recommend Richard and North Financial highly enough.  Roy Davis Happily Retired Managing Director

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North Financial Management

Reviews, get directions and contact details for North Financial Management

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