fbpx

Jude Read |HR Consultancy Outsourced HR Management & Solutions - Flexible HR Options For You ABOUT NORTHFIELD WEALTH CONTACT

Northfield Wealth | Independent Financial Advisers | LeicestershireNorthfield Wealth is an Independent Financial Advice firm boasting a dedicated team of advisers and professionals who work towards the vision of helping as many people as possible reach their financial goals.  Our approachable team are trusted professionals with a great reputation and desire to put our clients’ interests at the centre of everything we do.

PENSIONS – INVESTMENTS – FINAL SALARY – MORTGAGES – INSURANCE – BUY TO LET – RETIREMENT PLANNING

Northfield Wealth | Independent Financial Advisers | Leicestershire

Clare Farrell

Clare started her life in financial services in 1998 and has a vast range of industry experience. Married to Mark, they have a little boy called Olly.

Clare specialises in pension advice including complex advice for clients with final salary pensions.

Qualifications: Dip PFS, CII Level 4 Diploma, CF8 long term care, CeMaP, Securities examination level 3, Certificate in Pension Transfers.

Northfield Wealth | Independent Financial Advisers | Leicestershire

Mark Farrell

Mark is married to Clare and joined Northfield Wealth as a Mortgage Adviser, Mark is now a qualified Independent financial adviser supporting Clare with this growing area of the business.

Mark enjoys family holidays with Clare and Olly, and he is an avid Star Wars fan!

Qualifications: LIBF Level 4 Diploma in Financial Services and CII Level 3 Cert in Mortgage Advice

Northfield Wealth | Independent Financial Advisers | Leicestershire

Loraine

Loraine is our mortgage and property expert. She is an experienced Independent Mortgage and Insurance Adviser with twenty years’ experience.

In her spare time, she enjoys travelling in her motorhome supporting the family’s passion for motor cross.

Qualifications:  CeMap (Certificate in Mortgage Advice and Practice); CeFA (Certificate for Financial Advisors).

Dawn is our Operations & Risk Manager who brings a wide range of experience in financial services. In her spare time you will find Dawn keeping fit by taking long walks with her black Labrador and she also enjoys martial arts training with her husband and two sons.

Dawn

Dawn is our Operations & Risk  Manager who brings a wide range of experience in financial services. In her spare time you will find Dawn keeping fit by taking long walks with her black Labrador and she also enjoys martial arts training with her husband and two sons.

Qualifications:  CeMap (Certificate in Mortgage Advice and Practice)

Natalie De-Ville

Natalie

Natalie has many years varied experience in pension and  financial planning administration and supports our advisers in this area of the business. In her spare time Natalie enjoys spending time with her children, walking and family holidays.

Qualifications:  FA1, FA2 & RO1

Suzy Clayton - Northfield Wealth | Independent Financial Advisers | Leicestershire

Suzy 

Suzy is our Business Coordinator and is responsible for looking after our pension and mortgage advisers.

When not at work Suzy is keen on crafting and you will often find Suzy sat at her sewing machine, or pottering around in her ‘she shed!’

Northfield Wealth | Independent Financial Advisers | Leicestershire

Jacob

Jacob has been working in financial services for a number of years and has recently qualified as an Independent Financial Adviser. He is working alongside Clare and Mark supporting this growing area of the business. In his spare time, Jacob enjoys keeping fit and walking his dogs.

Northfield Wealth | Independent Financial Advisers | Leicestershire

Oscar and Alfie

The newest members of the team are Oscar and Alfie. After a period of training they are now officially dedicated and loyal members of the team. In their spare time they live with the bosses Mark and Clare and although demanding they are a wonderful addition to the team. Their interests are walking, eating and napping.

READY TO GET STARTED?

Call us on (01455) 886328 we are ready to help, or use the contact form below

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

Contact Northfield Wealth Ltd.

Name *
person
Fill out this field
Email *
email
Fill out this field
Phone Number
phone
Fill out this field
Message *
create
Fill out this field

Call us today on (01455)886328 or Email us at admin@northfieldwealth.co.uk

“When money realizes that it is in good hands, it wants to stay and multiply in those hands.”

– Idowu Koyenikan –

Menu