0330 038 8938
Based in Newton-Aycliffe
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FCA Regulated
Caroline and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 June 2025
Caroline and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Caroline has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Caroline has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 29 May 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Caroline has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Caroline has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Caroline has not yet added their fees to their profile
Fees not yet added
Caroline has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Caroline and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 June 2025
Caroline and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Caroline has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Caroline has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 29 May 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Caroline has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Caroline has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Caroline has not yet added their fees to their profile
Fees not yet added
Caroline has not yet added their fees to their profile
I am a Chartered Financial Planner and Director of North Trail Financial Planning Ltd, a partner of M&G Wealth Advice. North Trail Financial Planning advise on a range of products from Prudential and other carefully selected providers. This is known as restricted advice. I have 7 years experience in the financial services industry and specialise in helping individuals and families make informed, confident decisions around key areas such as retirement planning, savings and investments, protection and estate planning. I hold the Level 6 Advanced Diploma in Financial Planning and am committed to continuous professional development to ensure my advice remains current and relevant. I believe financial advice should feel accessible, not overwhelming, so I take the time to explain your options clearly, and work with you to build a plan that evolves with your life.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Caroline's clients
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