Elevate Your Business with Our Expertise
At North Financial Management, we believe that every individual has unique financial aspirations and objectives. Our experienced and dedicated team of financial planners is committed to providing personalized and bespoke financial advice, tailored to meet the specific needs and circumstances of each client. With over 25 years of experience, our team, led by Richard Schwartz, a Fellow of the Personal Finance Society and Chartered Financial Planner, has the expertise and passion to help individuals and businesses achieve their financial goals.
Meet the Team
Our team is built around the core principles of professionalism, integrity, and client-centricity. Our team members are passionate about delivering exceptional service, and we take pride in our ability to provide personalized attention to each and every client. Led by Richard Schwartz, our team is committed to providing expert and impartial advice on all aspects of financial planning, from pension reviews to inheritance tax planning. Our team members are fully trained and qualified to provide expert guidance on a wide range of financial matters, ensuring that our clients receive the best possible advice.
Our Services
At North Financial Management, we offer a comprehensive range of financial planning services designed to help individuals and businesses achieve their financial aspirations. Whether it's reviewing and securing a pension fund, developing a tailored investment strategy, or planning for inheritance tax, our team of experts is dedicated to providing expert and impartial advice. We work closely with our clients to understand their unique financial goals and objectives, and tailor our services to meet their specific needs.
Our Approach
At North Financial Management, we believe that every individual deserves personalized and bespoke financial advice. We take the time to understand our clients' financial aspirations and goals, and tailor our services to meet their specific needs. We avoid using incomprehensible jargon and strive to keep our clients informed and updated throughout the entire process. Our team is committed to maintaining the highest professional standards, and we're dedicated to delivering exceptional client service.
Client Testimonials
We're proud of the exceptional service we've delivered to our clients. Our clients come from all walks of life, and we've had the privilege of helping them achieve their financial goals. Here's what some of our satisfied clients have said about our services:
"Richard provided candid advice and various options in an extremely patient manner. He was prepared to meet immediately on numerous occasions to provide advice and assistance. I am delighted with the support and advice received from Richard and cannot suggest anything that could improve the service provided."
Khalid Thabeth Holywood
"A very professional and diligent service that I would highly recommend. Richard provided a concise and understandable breakdown of my pension and assets which was extremely helpful in assisting me to decide the best course of action for my investments and current financial position."
Andy Allen East Belfast
Initial and Ongoing Charges
At North Financial Management, we believe that transparency and clarity are essential in our dealings with clients. We provide clear and detailed information on our charges, ensuring that our clients understand exactly how we're compensated for our services. Our charges fall into the following categories: initial charges, ongoing charges, and ad hoc charges. We're committed to delivering exceptional value and service to our clients, and we're proud to provide comprehensive and personalized financial planning services at competitive rates.
Exceptional Service from North Financial
North Financial has received widespread acclaim from its clients, with all reviewers awarding the company a perfect 5-star rating. The consistent thread throughout these reviews is the exceptional level of professionalism, knowledge, and friendly approach provided by Richard and his team.
Personalized Service
Richard is praised for his clear and concise explanations of financial information, making complex topics easy to understand. He is also commended for his patient, kind, and supportive approach, ensuring that clients feel at ease and comfortable throughout the consultation process.
Tailored Solutions
Richard is credited with providing tailored solutions to meet individual clients' needs, whether it's guidance on retirement pathways, mortgage and pension advice, or critical illness planning. His ability to understand clients' situations and provide well-thought-out advice has a significant impact, as seen in many of the reviews.
Responsive and Efficient
One reviewer specifically highlights Richard's prompt responses to queries, ensuring that clients' concerns are addressed quickly. The company's ability to explain complex information in "plain English" has also been noted as a major benefit.
Real-Life Impact
The reviews also illustrate the significant impact that North Financial's services can have on clients' lives. For example, one client was able to retire at 53, while another was able to follow their dreams without depleting their children's inheritance.
Recommendations
Every reviewer has no hesitation in recommending North Financial, highlighting the company's exceptional professionalism, knowledge, and friendly approach.
