North Financial Management LLP

Independent Financial Adviser North Financial Management, 84 North Road, County Down, Belfast, BT4 3DJ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
18th 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
Richard Schwartz Dip PFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

North Financial Management, 84 North Road, County Down, Belfast, BT4 3DJ

Make an enquiry
About us

We are a firm of Chartered Independent Financial Planning professionals offering trusted quality advice to all of our clients.

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
£125,000