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North Financial is a trading style of Wellers Wealth Management Ltd.
Wellers Wealth Management Ltd is an appointed representative of Sage Financial Services Ltd which is authorised and regulated by the Financial Services Authority. Sage Financial Services Ltd is entered on the FSA register under reference 150452.
 
The guidance in this website is subject to the UK regulatory regime for financial services and as such is suitable for and intended for UK consumers only. The FSA do not regulate some forms of mortgages and tax planning advice.

Wellers Wealth Management Ltd
Registered Address: 8 King Edward Street, Oxford, OX1 4HL
Registered in England & Wales. No. 4422563

What is Independent Financial Advice?

North Financial’s Philosophy is to:

PROTECT – what you already have

SAVE – for the short-term                                          

INVEST – for the long-term

We can help you achieve a balance of protection, savings and investment to suit your beliefs, preferences and needs by finding out as much about you as we can and helping you make your finances fit your lifestyle and future plans.
 
We help you maximise tax savings where we can but also put you in the strongest financial position whatever your goals and timeframes.
 
We aim to support you in making your decisions over time with a little expert advice and coaching.

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