Financial Advice You Can Depend On

 

At North Financial Management LLP we believe that professional and true independent advice can provide significant value to individuals and businesses. It is because of this strong belief that we provide a comprehensive ongoing review service, with the aim of building strong, long standing relations with our clients based on mutual trust.

 

As your partner in building wealth and providing security for your personal and finanacial future, we focus on how we can help you to live the life that you want. This includes the provision of a comprehensive strategic financial plan, and regular financial checkups to make sure every thing remains on track, as well as adapting to what ever life throws at you along the way.

 

  • equityrel

    Equity Release

    Many retirees have found themselves asset rich and cash poor, and with low interest rates and the effects of inflation incomes are being squeezed. Our specialist team can discuss with you the options available and the pros and cons of each.

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  • retire

    Retirement

    Whether you are planning for a future when you can stop work, or have already arrived then we can help you to answer the all-important questions of “when can I stop work?”,” how much do I need?” and “ how long will my money last?”.

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  • pentransservice

    Pension Transfers

    We provide a specialist pension transfer consultancy service which is available to the general public and to other advisory firms, with special rates for members of Network Direct Ltd.

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  • inhertiancetax

    Inheritance Tax

    This is not just about tax, but making sure that your estate ends up in the hands of your intended beneficiaries in the most efficient and expedient manner.

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  • family protection

    Family Protection

    Helping you to look after your family is one of our core services, making sure that if the unthinkable should happen your family are not faced with financial stresses and strains in addition to their personal loss or the strain of long term illness.

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  • wealthman

    Wealth Management

    Having built up your assets it is more important than ever to have a strategic plan in place to manage your money to ensure that you continue to meet all your objectives.

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Our Pension Transfer Service

Clients

Our highly qualified and experienced team will provide you with a comprehensive analysis of your existing pensions whether these by personal, occupational or a combination of both. This will include value for money, and making sure that the services provided meet your personal and financial objectives.

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Network Direct Ltd Members

We offer a dedicated service to members of Network Direct Ltd for all occupational pension and income drawdown cases.

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Other Financial Advisory Firms

Our services are available to any advisory firm where we will provide high quality advice to your clients for both occupational and personal pension transfer advice.

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