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North Financial Management | Chartered Financial Planners
Planificación financiera local con orientación clara y segura.
5(5 reseñas)
Business
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Planificación financiera local con orientación clara y segura.
North Financial Management | Chartered Financial Planners es una firma de finanzas con sede en Belfast que ofrece asesoramiento fiable sobre pensiones, planificación de la jubilación y carteras de alquiler. Los clientes elogian constantemente el asesoramiento claro y conciso y a un equipo amable y profesional en un ambiente relajado, lo que les ayuda a sentirse confiados acerca de su futuro financiero.
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Estrategias personalizadas para ayudarte a jubilarte temprano o según lo previsto, incluyendo análisis de pensiones y planificación de ingresos.
Asesoramiento experto para optimizar tu cartera de pensiones orientada al crecimiento y la seguridad a largo plazo.
Análisis integral y reestructuración de activos de inversión, incluidos alquileres y otros, para maximizar los rendimientos.
Reuniones individuales para abordar tus preguntas financieras y crear planes de acción prácticos para tu futuro.
Consejos para contratar seguros y medidas de protección para salvaguardar tus activos y tu familia.
Apoyo a emprendedores y propietarios de negocios para alinear sus objetivos financieros personales y empresariales.
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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