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Testimonial 6

Financial Advice Belfast

"North Financial Management have been our financial advisers for over 5 years. We are delighted with the level of personal service we have received from them. We can't recommend them highly enough."

Karl and Dawn Patterson - Belfast

Financial Seminars"North Financial Management has been McMullen Group's Financial Advisor since 2001 and has provided a range of expertise and specific financial products for Company, Directors and Staff during that period. Valuable advice and direction was given on Pensions, Investments, Life Insurance, Shareholder Protection Insurances, Income Protection and Mortgages to provide solutions to the diverse specific needs at both Group and individual level.

In addition we believe they adopt an innovative and collaborative approach, are quick to respond and adapt to market changes and keep the company informed of new financial products. They have been a valuable partner in developing our overall HR and Remuneration strategy during a period when our employee levels have increased from just under 100 to over 350 and this rapid expansion required a Financial Advisor we could both trust and rely on."

John Pentland (Financial Director) - McMullen Group

Inheritance Tax Belfast“Seven years ago I attended one of North Financial Management's “Business Tax Savings Seminars” and was very impressed by the level of expertise and knowledge available to me through using the services of NFM. Through prudent advice I have been able to make significant tax savings with in my business.

Richard has also advised me on my personal financial affairs and I now have a retirement plan that is going to allow me to realise my goals and achieve my ambitions in retirement. I would 100% recommend anyone with an interest in increasing their personal wealth to attend one of the seminars and start working with North Financial Management straight away.”

Roy Davis (Managing Director) - Fortress Stone Limited

Financial Advisor Belfast"North Financial Management have been my Financial Adviser for more than 12 years. During that period they have advised and given honest financial direction in Pensions, Life Insurance, Income Protection and Mortgages. At all times they have kept me up to date with new Financial Products and have advised on how to improve for the better any exisisting policies.

At all times may it be personal or business, the financial advice they give is one that can be trusted. Over all "North Financial Management" have been a honest, professional and valuable company to do business with and I would highly recommend their financial expertise to all."

Mr. P.Gourley

"I find the personnel at North Financial Management very professional, helpful and knowledgeable. They are always there with good ideas and advice but without the constant sales pitch you sometimes get with other advisors."

Mr. David Wilman (Financial Director)

Financial Adviser Belfast“North Financial Management have looked after both my personal and family finances and our company finances for the last 10 years. They provide a refreshingly different approach to financial planning.

By providing clear, intelligent and independent financial advice, Howard Abraham Motors have been able to make the most of the available options open to us. North Financial Management provides bespoke products and services specific to the needs of our staff. They recognise that all individuals have different objectives and circumstances.

We feel confident that Richard and his team has provided unbiased and professional advice and as Howard Abraham Motors grows, we sincerely hope that North Financial will continue to be our Corporate Financial advisers. Choosing a financial adviser is no different to choosing an accountant or solicitor. Get it right and you'll save yourself money. Get it wrong and it will cost you money, although you may not know how much until after it's too late.

By talking to North Financial you’ll receive well researched unbiased advice on which to base your decisions year after year. This is why we come to trust their advice. I would not hesitate to recommend North Financial to our business associates.”

Stanley Abraham (Manging Director) - Howard Abraham Motors

tax advice belfast

"We met Richard and his team at one of their regular tax planning seminars in 2002 and became a client soon after.

Richard has a great ability to talk about complex financial matters in a simple, non pretentious way - he takes the hard work out of keeping abreast of financial affairs and has consistently brought cutting edge solutions to the table."

John Hutchinson & Robert Barr - Medilink Services

"Our family is extremely fortunate to be a client of North Financial Management. Planning for your financial future demands the very best advice and that is what you get with North Financial Management.

Their expertise and unbiased advice has always been tailored to suit our needs whether it has been for mortgages, life insurance or income protection. We've always been impressed with North Financial Management's professionalism, honesty and integrity. The team has always put our interests first, constantly offering back-up support and prudent advice.

When we hit turbulent times, it was thanks to their advice and recommendations that we were able to weather the storm. That is why we have no hesitation in trusting North Financial Management with all our financial dealings and recommend them to everyone."

Mr. & Mrs. P. McCann

IFA Belfast"Sturminster Consultancy Limited, compliance support service, endorse North Financial Management as a firm who's ethos and standards, advice and service deliver a fair and effective service to their clients.

Clients of North Financial Management can be sure of receiving the desired match between their expectations and compliant handling of their financial affairs; the Advisers consistently provide quality, trusted and appropriate face-to-face advice to its clients."

Denise Moore - Sturminster Consultancy

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Financial Adviser Belfast

tax advice belfast

financial advisor belfast

North Financial Management LLP is a member of Network Direct Ltd which is authorised and regulated by the Financial Services Authority.
Some of the services offered and provided are not regulated by the Financial Services Authority, such as Tax Advice and will writing.
North Financial Management Limited Liability Partnership is registered in Northern Ireland Number NI073930.
Registered Office North House, 84 North Road, Belfast, BT4 3DJ Privacy Policy