North Financial Management | Chartered Financial Planners

84 North Road, Belfast BT4 3DJ

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5 21

Hours open

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Hours open

Monday:

8:00 AM - 8:00 PM

Tuesday:

8:00 AM - 8:00 PM

Wednesday:

8:00 AM - 8:00 PM

Thursday:

8:00 AM - 8:00 PM

Friday:

8:00 AM - 8:00 PM

Saturday:

Closed

Sunday:

Closed

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84 North Road, Belfast BT4 3DJ, United Kingdom

28 9047 2228

northfinancial.com

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About the Business

North Financial Management is a leading institution in the finance industry, situated in the thriving city of Belfast. As Chartered Financial Planners, we pride ourselves on providing expert advice and professional services to both individuals and organizations seeking to achieve their financial aspirations.

Our team of highly-qualified advisors possess a wealth of knowledge and experience spanning over many years, and remain committed to supporting our clients on a personal, tailored basis. We understand that no two financial plans are the same, which is why we take the time to get to know each client and their specific needs.

Whether you are looking to achieve long-term investment growth, inheritance tax planning, or simply require financial advice on daily money matters, our team is well-equipped to assist you with achieving your goals. We offer a wide range of services, including pension advice, investment management, mortgage planning, and more.

At North Financial Management, we prioritize transparency and honesty, always working in the best interests of our clients. Our focus is on building long-term relationships with our clients, to ensure that their financial needs are met both today and into the future.

Our location on North Road in Belfast makes us a convenient and easily-accessible point of interest for those seeking professional financial advice. Whether you are an individual or representing an organization, we are here to help. Contact us today to schedule a consultation and begin your journey towards financial success.

Reviews

John Oconnell:

"Great conversation about your needs,wants & aspirations. Clearly shows North financial think about "You" I felt they want to get it right 1st time..felt very relaxed.."

almost 2 years ago

Erin Lennon:

"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!!"

almost 2 years ago

David Martin:

"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."

almost 3 years ago

Ronnie Pyper:

"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."

almost 4 years ago

roy davis:

"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"

almost 4 years ago

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North Financial Management | Chartered Financial Planners

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