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Northfield Wealth | Independent Financial Advisers | Leicestershire

Welcome to Northfield Wealth 
Independent Financial & Mortgage Advisers

Coronavirus Covid-19 Update

At Northfield Wealth we are working hard to minimise any potential impact the virus may have on the day to day running of our business. The health and wellbeing of our staff and clients is our top priority, along with carefully monitoring our clients investments, pensions and mortgage applications.

We are very lucky to have a small team and large office spread across two floors with separate access. For that reason we are now largely working in the office. We are mostly operating Zoom meetings but are also welcoming clients back into the office if they do require a face to face meeting. Our office is Covid-19 secure and we are following all government guidelines to ensure our team and clients are kept safe. This means that when you do come into the office, we ask you to wear a mask and sanitise your hands. Staff will wear a mask during your meeting too. The track and trace QR code is available and the office you sit in is thoroughly cleaned before and after your meeting. Sadly we are not allowed to make you coffee or allow use of our toilet facilities.

We worked successfully from home so are fully prepared to do that again if government advice asks us to but as a key business we are allowed to keep our offices open. .

We are following the guidelines set by Government, World Health Organisation and Public Health England and the various relevant local governmental bodies, but it continues to be a fast moving situation. If the World Health Organisation (WHO) and local/national UK authorities advice changes, our position will change.

We are here to help our clients and community wherever needed so please get in touch if there is any way in which you think we can help. We hope you stay safe and well and we would like to thank our clients, our team and our wider community for the support during a very different year.

Northfield Wealth | Independent Financial Advisers | Leicestershire

Pensions & Retirement Advice

We are pension experts at Northfield Wealth and can advise on all aspects of retirement planning including defined benefit plans.

Northfield Wealth | Independent Financial Advisers | Leicestershire

Savings and Investments Advice

We offer advice on all areas of long term savings and investments from ISA’s to Investment Bonds.

Northfield Wealth | Independent Financial Advisers | Leicestershire

Mortgage & Insurance Advice

We offer Independent Whole Of Market advice to get you the very best deal for your circumstances. We have no ‘favourite lenders’.

Northfield Wealth | Independent Financial Advisers | Leicestershire

Business & Income Protection

There are many different ways to protect your family and your standard of living when you need it most.

Northfield Wealth | Independent Financial Advisers | Leicestershire

About Northfield Wealth

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“Your local, trusted, Independent Financial Advisers”

Northfield Wealth, Independent Financial Advisers located in Burbage, Leicestershire offer a complete financial planning service, including expert advice on investments, pensions, mortgages and insurance needs.

Whether you are a business or an individual, we have a team of Independent Financial Advisers and Independent Mortgage Advisers on hand to advise you on all ares of financial planning. Our aim is to help as many people as possible to reach their financial goals.

Please feel free to contact us by phone or email to arrange a meeting or you can book online by clicking below.

Northfield Wealth | Independent Financial Advisers | Leicestershire

Northfield Wealth Ltd. is an Independent Financial and Mortgage Advice
firm
dedicated to helping people reach their financial goals

Northfield Wealth | Independent Financial Advisers | Leicestershire

Pension & Retirement Planning Advice

Pensions are designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.

There are many different ‘tools’ used to save for retirement and the taxation and investment elements of pensions can appear baffling. We specialise in explaining, recommending and monitoring pensions for you. Below are the most common sources of pension income to provide for your retirement.

Savings & Investments

From childhood most of us are told to put away money to save for the future – perhaps for something special? Or perhaps to be sure that when we really need something we have the funds to acquire it, without taking on debt? Whether you place your money in a piggy bank, or in a multinational investment house, our aims are broadly the same; to provide for our future needs, and to protect ourselves against unexpected causes of expenditure.

Northfield Wealth | Independent Financial Advisers | Leicestershire
Northfield Wealth | Independent Financial Advisers | Leicestershire

Mortgage & Insurance Advice

Mortgages are one of the largest single transactions in most people’s lives. Buying a property can be a stressful and time consuming experience, although nowadays the financing of a mortgage is a case of finding and selecting the most suitable mortgage, rather than simply accepting a lender’s offer.

Banks, building societies, and smaller niche lenders compete for your business, all offering a variety of interest rate deals, associated fees and other enhancements to attract borrowers.  Northfield Wealth can help you navigate the mortgage market to help find you the most suitable mortgage for your needs.

Insurance (Business, Income & Life)

Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property.

Whilst insuring ourselves against an undesirable event such as sickness or even death may not be a pleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked.

There are many ways in which a family can protect itself, and because of the large range of products available there is usually an appropriate policy for most circumstances, and most budgets.

There are many different ways to protect your family and your standard of living when you need it most.

Northfield Wealth | Independent Financial Advisers | Leicestershire
Northfield Wealth | Independent Financial Advisers | Leicestershire

Northfield Wealth Ltd.

Testimonials from some of our many happy clients

Frequently Asked Questions

Northfield Wealth | Independent Financial Advisers | Leicestershire

How much can I expect to pay?

Here a Northfield Wealth we have researched the market locally and nationally to make sure our charges are fair…

Northfield Wealth | Independent Financial Advisers | Leicestershire

Why is being Independent so important?

Being independent allows us to look at all of the financial products in the regulated financial world …

Northfield Wealth | Independent Financial Advisers | Leicestershire

Why should I choose Northfield Wealth?

Between our advice and administration staff we have over 50 years experience in the financial services industry …

Latest News From Northfield Wealth 

Guide to ESG investing

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Taking ESG (environmental, social and governance) factors into consideration is a growing trend among investors. But what does it mean and why would you look at these areas when making investment decisions? Our latest guide explains the basics of ESG…

Investment market update: September 2020

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As countries around the world eased lockdown restrictions, there are positive signs that economies are recovering following the Covid-19 pandemic. However, with new measures in place potentially for months, the virus continues to have an impact and the future remains…
Northfield Wealth | Independent Financial Advisers | Leicestershire

Northfield Wealth Ltd. is an Independent Financial and Mortgage Advice
firm dedicated to helping people reach their financial goals

Northfield Wealth | Independent Financial Advisers | Leicestershire

Proven Experience

Between our advice and administration staff we have over 50 years experience in the financial services industry.

Northfield Wealth | Independent Financial Advisers | Leicestershire

Financial Expertise

Our advisers are experts in final salary pension advice, equity release, long term care, general Investments, Pensions, Mortgages & Insurance.

Northfield Wealth | Independent Financial Advisers | Leicestershire

Proven Track Record

We have a fantastic reputation as we always aim to deliver exceptional customer service. Check out our online reviews.

Northfield Wealth | Independent Financial Advisers | Leicestershire

Independent Advice

We strongly believe that Independence is incredibly important to give you the best chance of reaching your financial goals.

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