fbpx

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 achieve financial peace of mind.  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 –  INSURANCE –  RETIREMENT PLANNING

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.

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

Mark Farrell

Mark is an experienced Independent Adviser who has been with the business from the very start. His passion is to help people achieve their financial goals through financial planning and advice.

Married to Clare, he enjoys holidays, gardening and watching their son Olly play football.

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

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, Cii Level 4 Diploma

Lucy

Lucy is our Client Coordinator. Lucy supports our clients and team here at Northfield Wealth.

In her spare time, Lucy enjoys spending quality time with her family and friends.

Qualifications: R01

Ramit

Ramit is an experienced Client Relationship Manager who is now working towards becoming a paraplanner. He supports the financial services area of Northfield Wealth.

Outside of work Ramit enjoys keeping active and spending time cooking new recipes in the kitchen.

Qualifications: DipPFS, CeMap

James

James is our Client Relationship Manager, he supports the financial services area of Northfield Wealth and has been working continuously in the industry since he was 17.

Outside of the office, James is an avid enjoyer of all things to do with both Cars and Computers. This mostly involves taking them apart, breaking something in the process and then struggling to put them back together again

Oscar and Alfie are key members of the team at Northfield Wealth and head up our Canine division. They advise other dogs on how to get treats from their owners by pulling cute faces. They enjoy long walks and chicken but they dislike motorbikes and aeroplanes.

Oscar and Alfie

Oscar and Alfie are key members of the team at Northfield Wealth and head up our Canine division. They advise other dogs on how to get treats from their owners by pulling cute faces. They enjoy long walks and chicken but they dislike motorbikes and aeroplanes.

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 –

keyboard_arrow_up