North Financial Management | Chartered Financial Planners - Belfast

Erin L.

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!!

Ronnie P.

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.

David M.

Richard and the team at North Financial were first class from start to finish. When I approached Richard with a series of questions he took time to really understand my situation and it was obvious that the advice given was well thought out and considered all my requirements.

I highly recommend North Financial and will continue consult with them in the coming months and years.

roy D.

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

JG M.

I needed financial advice at a time of significant change in my life as I sought to change my career and start my own business. In addition, I owned assets in respect of which I needed guidance from Richard as to how best these assets could be used to assist me in my longer term business strategy and personal goals. Richard was able to bring forward innovative solutions and ideas to marry together all of the objectives which I was seeking to achieve. He advised and together we executed a plan which has allowed me to move forward with certainty and confidence in my finances thereby providing me the opportunity to focus wholly on my new business opportunity which, in turn, will form the basis of longer term financial growth and security. I am currently transitioning into self-employment, have capital to invest in my new business venture, a new structured pension arrangement established, insurance and protection in place and continuing to work with Richard on maximising the value derived from owned assets.

To date I could not have expected anything more from Richard. Richard not only gives freely of his own time but also utilises a capable team around him who provide help and assistance when required

Mary M.

‘We met Richard after needing advice on mortgages and pensions. Richard sourced a mortgage deal and set up our pensions, he explained the benefits of paying our mortgage off early, this has enabled us to add more to our pension. Richard always responds promptly and explains queries in 'plain English'

Nick W.

I contacted North Financial as I was concerned that I did not have suitable life or critical illness planning in place for my family. Richard explained how to calculate what I actually needed based upon my own family's financial circumstances and was able to have me protected within my budget.

joy H.

I thoroughly recommend North Financial Services for advice and management of pensions together with retirement planning. It has been a pleasure to entrust my finances with Dave who has been exceptional in the management of my future financially.