About Us

Established in 2013, the team at Northfield Wealth has many years’ experience providing practical financial planning advice to people, families and businesses in Leicestershire and Warwickshire.

We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Northfield Wealth, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

 

Meet the team

Clare Farrell

Tel: 01455 886328

About Clare

Having worked for several blue chip companies within the financial services sector, Clare decided it was time to put all her knowledge and expertise into creating her own vision of a Wealth Management Company that served the needs of the local community. In May 2013 Northfield Wealth was born and that vision became a reality. As well as one of the company directors Clare is the firms Independent Financial Advisor, specialising in Pension advice, Investment, Inheritance tax plus other complex financial planning matters.
Clare enjoys running and keeping fit and also enjoys holidays with her family and running around after her young son Olly.

Qualifications: Dip PFS, CII Level 4 Diploma, CF8 long term care, CemAP, Securities examination level 3.

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Mark Farrell

Tel: 01455 886328

About Mark

Mark, Clare’s husband, decided upon a complete career change back in 2014 and decided to join Northfield Wealth as a Mortgage and Insurance Advisor. His detailed approach and gentle nature has led to his success as one of the most recommended advisers locally.

Mark also became a Director of the firm joining his wife Clare and between them they have driven the business from strength to strength. They are affectionately known in the office as team “Clark”

Mark is an avid Coventry City supporter and was overwhelmed to see his team win at Wembley against Oxford.

Like Clare he enjoys running and Olly keeps them both extremely busy.

Qualifications: CII Level 3 Cert in Mortgage Advice

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Rob Hall

Tel: 01455 886328

About Rob

Rob Hall joined Northfield Wealth as a Mortgage and Insurance adviser at the beginning of February 2017. Rob comes to Northfield Wealth with over 10 years’ mortgage experience, having worked for both corporate and independent estate agents as a Mortgage Adviser.
In addition to writing mortgages, Rob enjoys playing a variety of sports and used to be a semi-pro footballer back in the day.
Rob has made a great start at Northfield Wealth and we are really excited to have him as part of the team.

Qualifications: CeMap 1,2 & 3 in Mortgage Advice and Practice & RO5 Protection

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Brenda Somerville

Tel: 01455 886328

About Brenda

Our very own Business Support Specialist. Brenda joined the business back in January 2017 supporting and working alongside Clare on Pensions, Investments and other financial matters.
Brenda is an integral part of the business and has made a huge difference from day one, her 20 plus years of experience in financial services has been notable within the business.
Brenda is a keen snowboarder and also enjoys running. She has an unbelievable amount of will power and to this day we have never seen her indulge in any office treats!

Qualifications: FP1

Jess Harris

Tel: 01455 886328

About Jess

Jess joined Northfield Wealth on an apprenticeship scheme in January 2017. She is currently working and studying towards a level 3 diploma in business administration.
Our long term goal is to support Jess on her journey and help her become a superb and competent Mortgage Adviser at Northfield Wealth.
Jess has many talents, she captained the development squad last season for Burton Albion Ladies, she has 13 GCSEs – consisting of A*s, As, Bs and Cs and she has a level 3 diploma is hairdressing.
On a social level she loves walking her dog jazmine, going to the gym and hanging out with friends. Jess is also a self-confessed foodie who does indulge in office treats.

Julianne Reynolds

Tel: 01455 886328

About Julianne

Julianne is the Office Manager at Northfield Wealth. She has seen the company double in size during her time here and has been pivotal in helping the company grow. Never one to shy away from any task, Julianne is the go to girl when it comes to any office and organisational matters, ensuring that the company runs smoothly.
Julianne loves to potter in her garden, which her hens destroy on a daily basis! In addition to gardening she also enjoys road biking, mountain biking and running as well indulging in the odd office treat.

Want to know more?

Call us for a friendly chat on 01455 886328 or email: admin@northfieldwealth.co.uk