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

9th September 2019

Trustworthy, Expert and Bespoke Financial Advice Built Around You From Chartered Financial Planners

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

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Meet our advisers

Richard Schwartz Dip PFS

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

FPFS - Fellow, Personal Finance Society (PFS)

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

J03 - The Tax and Legal Aspects of Business (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

CF6 - Certificate in Mortgage Advice (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

AwPETR - Award in Pension Transfers

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

AF2 - Business Financial Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to business.

AF1 - Personal Tax and Trust Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

Accreditations

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.

Compliance

North Financial Management LLP, North House, BT4 3DJ. Tel: Fax: . North Financial Management LLP is an appointed representative of Network Direct Ltd which is authorised and regulated by the Financial Conduct Authority. North Financial Management Limited Liability Partnership is registered in Northern Ireland Number NI073930. FCA Number: 517275

Make an enquiry Request a call back Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Minimum mortgage value

£0

Compliance

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Contact options

Make an enquiry Request
a call back Recommend to a friend

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