Who are we?

hayley.north@wellerswm.co.uk

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

North Financial was founded by Hayley North.

Hayley has 12 years experience in financial services working for banks such as Barclays, Bank of America and Capital One as a bank manager and stockbroker among other roles before becoming an Independent Financial Adviser (IFA).

Hayley holds the Chartered Insurance Institute’s Diploma in Financial Planning, Certificate in Mortgage Advice and Certificate in Equity Release. She is currently studying for the Advanced Diploma in Financial Planning and working towards Chartered Financial Planner status. The North Financial team hold a variety of relevant qualifications and work with Hayley in advising and servicing clients.

Hayley also holds an MA from the University of Cambridge and the Diploma in Marketing from the Chartered Institute of Marketing.

North Financial believes everyone deserves excellent service tailored to their needs and is determined to change the traditional image of the IFA as just a ‘salesperson’.

North Financial provides financial planning and advice for a wide variety of personal and corporate clients at different life stages and with unique financial situations.

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