North Financial Management | Chartered Financial Planners

Lync Wealth Management is a nationwide group of financial advice practices. It combines the expertise of highly experienced financial advisers with the regulatory support of its advice network Lyncombe Consultants. Lync Wealth Management Ltd is an appointed representative of Lyncombe Consultants Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA). Lync Wealth Management Ltd is registered in England and Wales. Lync Wealth Management has advisers across the UK.

It offers personal financial advice covering areas such as savings, medical cover, children's savings, pension planning, protection, mortgages, wealth management, ethical investing, tax mitigation, legacy and inheritance planning, long-term care, equity release and retirement planning. It also offers business financial advice covering employee benefits, medical cover, death in service, workplace pensions, business insurance, income protection, key person insurance, tax mitigation, legacy planning, withdrawing capital, business exit strategy and retirement planning. A free, no-obligation initial consultation is available. Lync Wealth Management takes a holistic approach to financial planning, connecting finances to goals, values and happiness.

North Financial Management | Chartered Financial Planners draws consistently warm feedback from clients in Belfast who seek help with pensions, mortgages and life insurance. Customers name advisers including Richard, Dave Crum and Stephen King, describing how intricate matters such as several former employer pension arrangements and retirement planning were dealt with plainly and without fuss. The patient, friendly manner in which questions are answered comes up frequently, with clients reporting that meetings felt relaxed and that no query was left unresolved.

Reviews regularly refer to the practical outcomes achieved: one client was able to retire at 53 after being told elsewhere it was impossible, another secured life and critical illness cover suited to family circumstances and budget, while others had mortgage deals sourced and pensions established alongside guidance on early repayment. The clarity of explanations, often described as plain English, and the prompt, professional responses from first contact onwards are recurring themes. Clients also value the considered, well-thought-out advice that takes full account of their situation, with several noting they would consult the firm again for future financial planning needs.