Reviews
5.0 / 5 · 21 totalGreat conversation about your needs,wants & aspirations. Clearly shows North financial think about "You" I felt they want to get it right 1st time..felt very relaxed..
Such a fabulous professional company! We went to Richard to discuss guidance on our future retirement pathway. Richard gave us clear concise information regarding our pensions & rental portfolio. All the staff were very friendly & Richard created a relaxed comfortable atmosphere with no questions being left unanswered. The meeting actually lifted a great weight off our shoulders as we had put off seeking advice for quite a long time, Richard with his wealth of information made everything clear & easy. I would have no hesitation in recommending this company & just wish we had of done it sooner! Big thanks to Richard & team!!
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.
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.
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 not hesitate to recommend this firm.
Richard has been a huge help. He replies really quickly and has come up with solutions to my financial worries both about financing a new development and also saving me quite a large potential CGT cost. What a star.