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North Financial Management | Chartered Financial Planners
Your trusted partner for financial clarity and retirement success in Belfast.
5(5 reviews)
$$$
Business
financial-advising
financial-advisor
Customized strategies to help you retire early or on schedule, including pension analysis and income planning.
Expert guidance on optimizing your pension portfolio for long-term growth and security.
Comprehensive analysis and restructuring of rental and other investment assets to maximize returns.
One-on-one meetings to address your financial questions and create actionable plans for your future.
Advice on setting up insurance and protection to safeguard your assets and family.
Support for entrepreneurs and business owners in aligning personal and business financial goals.
Your trusted partner for financial clarity and retirement success in Belfast.
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North Financial Management provides expert, personalized financial planning and investment advice to individuals and families in Belfast. As Chartered Financial Planners, we specialize in retirement planning, pension management, and portfolio optimization, helping you achieve financial security and peace of mind. Our team, led by experienced professionals like Richard Schwartz and Dave Crum, offers clear, concise guidance in a relaxed, friendly atmosphere. With a perfect 5-star rating, we are committed to delivering innovative solutions tailored to your unique goals.
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!!
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.
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 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
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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