Brian Northfield
Brian NorthfieldManaging Director and Financial Adviser
I have been a Financial Adviser since 1974, firstly with Abbey Life for 19 years, then Allied Dunbar/Openwork for 17 years and most recently with Caerus Financial Ltd. which I helped create in 2010. My clients include Individuals, Families, Partnerships and Limited Companies and my advice covers personal and business protection, investments, pension planning(individual and group) and inheritance tax mitigation. I am married to Trish and I have 6 children and 7 grandchildren. I play a little golf and racketball and enjoy hot summer holidays in Europe.
Trish Northfield
Trish NorthfieldCompany Secretary and Operations Controller
I joined the Financial Services industry in 1981 and have worked as an office junior, office manager, Financial Adviser, Regulated Partner and now Director and Operations Controller for our company. Although I no longer advise directly I believe my widespread experience enables me to help both our clients and advisers as I am able to see things from both sides of the advising process as well as keeping the compliance needs of our network and the regulator in mind. Hot lazy holidays, visiting family and playing racketball are my favourite hobbies.
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Our Valuable Team Members

James Cooper
James CooperFinancial Advisor
I started my career in financial services in 2005 as a mortgage and protection adviser initially before progression into full financial advice. I joined Caerus in its founding year offering advice to personal and business clients. I specialise in pension and investment planning across a range of different tax wrappers in addition to mortgage and protection advice thus offering a complete package to clients. I work from a town centre office in Harrogate. At the weekends I enjoy playing cricket for a local side Hampsthwaite where I have been a bowler for nearly 20 seasons.
Charlotte Northfield
Charlotte NorthfieldMortgage and Protection Adviser
I became a fully qualified Financial Adviser in April 2019, dealing with Mortgage and Protection, Investments and Pensions