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North Financial Management | Chartered Financial Planners
Planification financière locale avec des conseils clairs et sûrs
5(5 avis)
Business
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Planification financière locale avec des conseils clairs et sûrs
North Financial Management | Chartered Financial Planners est une société financière basée à Belfast qui offre des conseils fiables sur les pensions, la planification de la retraite et les portefeuilles locatifs. Les clients louent régulièrement des conseils clairs et concis, ainsi qu'une équipe amicale et professionnelle dans une atmosphère détendue, les aidant à se sentir confiants quant à leur avenir financier.
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Des stratégies personnalisées pour vous aider à prendre une retraite anticipée ou selon un calendrier prévu, y compris l’analyse des régimes de retraite et la planification des revenus.
Des conseils d'expert pour optimiser votre portefeuille de retraites afin d'assurer une croissance et une sécurité à long terme.
Analyse complète et restructuration des actifs d'investissement locatifs et d'autres placements afin de maximiser les rendements.
Réunions individuelles pour répondre à vos questions financières et élaborer des plans concrets pour votre avenir.
Conseils pour mettre en place une assurance et une protection afin de protéger vos actifs et votre famille.
Accompagnement des entrepreneurs et des propriétaires d'entreprises pour aligner leurs objectifs financiers personnels et professionnels.
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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