February 2023 by John Oconnell
Great 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..
November 2022 by Peter Tughan
Fantastic, helpful service and everyone is very knowledgeable and I would recommend North Financial 100%
November 2022 by Erin Lennon
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!!
November 2022 by joy hull
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.
November 2021 by Janice Ferguson
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.
November 2021 by John Grant
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.
November 2021 by william McCombe
I have been advised by North Financial for many years now and would highly recommend Richard & the team
November 2021 by Ronnie Pyper
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.
November 2021 by David Martin
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.
November 2021 by Willa M
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.
November 2021 by Mary McIlhagga
?We met Richard after needing advice on mortgages and pensions. Richard sourced a mortgage deal and set up our pensions, he explained the benefits of paying our mortgage off early, this has enabled us to add more to our pension. Richard always responds promptly and explains queries in 'plain English'
November 2020 by Sean mcilmurray
Many thanks to Stephen king for his expert and impartial financial advice regarding my future pension.i would not hesitate to recommend north financial and especially Stephen to anyone seeking information or advice around finance and pensions. Kindest regards Sean Mcilmurray
November 2020 by Dave Crum
My Partner and I needed life Insurance to cover our mortgage, and we were very pleased with the solutions sourced for us by Richard.
November 2020 by Rory Dewhurst
I've been looked after very well by David Crum and Richard Schwartz with a number of different financial products. I wouldn't hesitate to recommend.
November 2020 by roy davis
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 DavisHappily Retired Managing Director
