North Financial Management LLP

Independent Financial Adviser North House, 84 North Road, Belfast, BT4 3DJ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
Trustworthy, Expert and Bespoke Financial Advice Built Around You From Chartered Financial Planners
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Richard Schwartz Dip PFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

North House, 84 North Road, Belfast, BT4 3DJ

Make an enquiry
About us

About Us
We are a firm of Chartered Independent Financial Planning professionals offering trusted quality advice to all of our client’s.

Our services

Our Services:
Whatever your financial planning needs, we can help. We provide expert and impartial advice on all aspects of your financial present and develop strategies to help you to fulfill your financial aspirations. We are committed to being an Independent financial planning firm as we believe that to be truly impartial we need to have access to the whole of the market when considering the tools to help build your financial future.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0