Business Details
We have been delivering personalised financial advice for over three decades, combining deep industry knowledge with a clientfirst philosophy. Our partnership, Northfield Wealth, brings together Dip PFS, CII Level 4, LIBF Level 4 and other specialist qualifications that underpin our expertise in pensions, investments and mortgage advice. We operate from our Burbage office at 46 Windsor Street, offering facetoface consultations that foster trust and transparency. As FCAregulated advisers, we adhere to the highest professional standards and are committed to ethical conduct in every client interaction. We simplify complex financial matters, translating technical jargon into clear, actionable plans that clients can understand and act upon. Our team includes Dawn Warrington and James Greenacre, who support our advisory services with market research and client management.
We have built a local reputation as the goto experts for pension planning and investment strategy, thanks to our longterm success stories. We are dedicated to helping clients achieve their financial goals, whether that means securing a comfortable retirement, growing wealth or managing debt responsibly. Our approach combines rigorous analysis with a clear, fair philosophy that has earned us enduring client loyalty. We look forward to welcoming new and existing clients, providing the same level of professional service for many years to come. Together, we aim to keep our clients confident and financially secure, adapting our strategies to changing markets and personal circumstances.
We have built a local reputation as the goto experts for pension planning and investment strategy, thanks to our longterm success stories. We are dedicated to helping clients achieve their financial goals, whether that means securing a comfortable retirement, growing wealth or managing debt responsibly. Our approach combines rigorous analysis with a clear, fair philosophy that has earned us enduring client loyalty. We look forward to welcoming new and existing clients, providing the same level of professional service for many years to come. Together, we aim to keep our clients confident and financially secure, adapting our strategies to changing markets and personal circumstances.
Highlights and features
- We have 30+ years of combined financial advice experience.
- Our team holds Dip PFS and CII Level 4 diplomas.
- We are FCA regulated, ensuring strict professional standards.
- Our services simplify complex pensions and investment matters.
- We provide clear, fair guidance tailored to each client.
Services
Pensions Advice
We specialise in pension planning, helping clients navigate retirement savings, tax implications and state benefits. Our advisers assess individual circumstances to recommend tailored pension schemes, ensuring longterm security and compliance with regulatory requirements. Clients benefit from clear, actionable guidance that maximises retirement income.
Investment Management
We provide bespoke investment management, constructing diversified portfolios aligned with clients risk tolerance and objectives. Our team monitors market trends, rebalances holdings, and reports transparently, ensuring performance remains on target. Clients receive professional oversight that safeguards capital while pursuing optimal returns steadily.
Mortgage Advice
We offer expert mortgage advice, analysing clients finances to secure the best rates and terms. Our advisers compare fixed, variable and hybrid options, guiding borrowers through application processes and regulatory checks. Clients gain confidence, saving money for the future and avoiding costly pitfalls.
