Business Details
Your Trusted Financial Advisers in Belfast
North Financial Management has been dedicated to helping clients protect and grow their finances through expert pension reviews and tailored financial strategies. Our approach prioritises client needs, combining over 25 years of industry experience with a commitment to clear, jargon-free communication. We specialise in developing secure pension funds and guiding informed financial decisions, ensuring long-term relationships built on trust and transparency.Our team of certified professionals delivers bespoke solutions for both personal and corporate financial planning, maintaining a strong focus on regulatory compliance and ethical standards. With a proven track record in wealth management and retirement planning, we serve clients across Northern Ireland and beyond, offering impartial advice that adapts to evolving financial landscapes.
Services
Wealth Management
Retirement Planning
Family Protection
Inheritance Tax Planning
Pension Reviews
Highlights and features
- We offer over 25 years of experience in financial planning and pension management.
- Our team is regulated by the Financial Conduct Authority for compliance and trust.
- We provide personalized, jargon-free financial advice tailored to individual needs.
- Transparent fee structures ensure clarity in all our advisory services.
- Long-standing client relationships demonstrate our commitment to lasting financial security.
Associations and certifications
- Financial Conduct Authority
What people say
Bespoke solutions
Impartial and critical financial planning
Efficient and friendly service
Highly recommended
Passionate and sought after
Services
Wealth Management
We provide tailored strategies to grow and protect your assets. Our approach combines market expertise with personalized financial planning, ensuring long-term security for your future. Clients benefit from transparent advice aligned with their unique goals.
Retirement Planning
Our retirement planning services focus on optimizing pension funds and income streams. We help clients navigate complex financial decisions to ensure a secure and comfortable retirement, with regular reviews to adapt to changing circumstances.
Inheritance Tax Planning
We specialize in minimizing inheritance tax liabilities through strategic estate planning. Our solutions ensure efficient wealth transfer while complying with regulatory requirements, preserving family assets for future generations.
Family Protection
Our family protection services safeguard loved ones through life insurance and contingency planning. We assess individual needs to design policies that provide financial security in unforeseen circumstances.
Pension Reviews
We conduct comprehensive pension reviews to evaluate fund performance and alignment with retirement goals. Our analysis identifies opportunities for growth and risk mitigation, ensuring optimal pension outcomes.
People
Richard Schwartz
Chartered Financial Planner
Richard Schwartz is a Fellow of the Personal Finance Society with over 25 years of experience in corporate financial planning. He specializes in bespoke solutions for clients, focusing on retirement and wealth management.
Anne Blake
Office Manager
Anne Blake oversees administrative operations, ensuring efficient client service delivery. Her role supports the team in maintaining high standards of professionalism and client care.
Dave Crum
Financial Adviser
Dave Crum provides expert financial advice, focusing on pension transfers and investment strategies. His client-centric approach ensures tailored solutions aligned with individual financial goals.
Questions
What financial services do you specialize in?
We specialize in wealth management, retirement planning, inheritance tax strategies, family protection, and pension reviews, offering tailored solutions for individuals and businesses.
How are your fees structured?
Our fees include initial charges, ongoing reviews, and adhoc services. We provide transparent pricing with options for client-paid fees or commission-based arrangements.
Are you regulated by financial authorities?
Yes, we are authorized and regulated by the Financial Conduct Authority, ensuring compliance with industry standards and client protection.
Do you serve clients outside Northern Ireland?
While based in Belfast, we serve clients across the UK and internationally, providing remote advisory services to meet diverse financial needs.
How often are financial plans reviewed?
We recommend annual reviews, with more frequent assessments available as clients approach retirement or experience significant life changes.
Can you help with corporate financial planning?
Yes, we offer bespoke corporate financial planning services, including tax strategies, pension schemes, and business succession planning tailored to company needs.
