North Financial Management

Positive: Professionalism, Quality, Responsiveness, Value
I thoroughly recommend North Financial Services for advice and management of pensions together with retirement planning. It has been a pleasure to entrust my finances with Dave who has been exceptional in the management of my future financially.

Positive: Professionalism, Quality, Responsiveness
Richard provides professional, knowledgeable & friendly advice & guidance, making complex financial information easy to understand. He is also patient, kind & supportive in his approach, wanting the best for me as his client.

Positive: Professionalism, Quality, Responsiveness, Value
Great Service from Richard, Dave and the team. After some considerable time trying to get advice from elsewhere on multiple ex corporate pension schemes they got straight to the point and sorted everything out brilliantly.

I had a number of pensions and needed to access benefits. Richard explained the procees and worked out how much I needed to take by way of tax free cash and income and looked after all the paperwork. The service was brilliant and I was looked after realy well. Even when I received my income, there was too much tax taken from my pension. Richard sent all the paperwork to the Revenue and I received a refund within a few weeks. If you want good honest advice - this is the firm to go to.

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.

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

We went to North Financial as we were moving house and wanted mortgage and general financial advice. Richard got my mortgage sorted without any issues and also did reviews of my pension and protection policies. With having a young family he sorted us adequate protection policies and put in place a general financial plan for us which was easily understood and gave us comfort about our financial future. They did a great job and would highly recommend them. Andrew Grimason

I had been disappointed with my previous financial advisor mainly because he didn't appear to fully grasp all of my personal circumstances. As I was planning to retire, I felt that a different approach was required. Richard has managed to grasp, very quickly, all aspects of my financial services. He offers clear advice and solutions, often in a relatively short timeframe. His level of expertise in many financial areas often allows him to produce answers to problems that many others may well overlook.
If it wasn't for North Financials expertise, I would never have been able to retire comfortably

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

I needed financial advice at a time of significant change in my life as I sought to change my career and start my own business. In addition, I owned assets in respect of which I needed guidance from Richard as to how best these assets could be used to assist me in my longer term business strategy and personal goals. Richard was able to bring forward innovative solutions and ideas to marry together all of the objectives which I was seeking to achieve. He advised and together we executed a plan which has allowed me to move forward with certainty and confidence in my finances thereby providing me