North Trail Financial Planning Limited

About Us

Our Company

Bio

Company Bio
Caroline Ridden
Ian Ridden

North Trail Financial Planning Limited is a local company with a number of experienced Financial Advisers situated across the North East. As a Member of The Advice Partnership from Prudential, they have over 48 years of combined experienced in the financial services industry.

North Trail Financial Planning Limited helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. They take pride in providing investment solutions to meet their individual clients’ needs, following a rigorous assessment of each client’s financial circumstances.

Quite simply, North Trail Financial Planning Limited provides sound, personal and expert advice.

Caroline is an experienced Financial Adviser with a background in the financial industry and a Diploma in Financial Planning.

After three successful years as a financial adviser with Prudential Financial Planning, Caroline was delighted to establish her own financial advice business, North Trail Financial Planning as part of M&G Advice.

Caroline has been helping people achieve financial security throughout her career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Caroline takes pride in providing investment solutions to meet individual client needs. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Caroline provides sound, personal and expert advice.

Ian Ridden has over 40 years' experience in the Financial Services industry and is a Chartered Financial Adviser. After 6 successful years as a Manager with Prudential Financial Planning, Ian was delighted to join North Trail Financial Planning Limited as part of The Advice Partnership from Prudential.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Advice”.

Testimonials

February 2021

Caroline is an exceptional financial adviser who has provided me with valuable guidance, advice and support in arranging and monitoring my pension retirement account. Caroline keeps in regular contact, giving great reassurance that my plan is on track. She is always available if I need to contact her in regards to my financial affairs. I can highly recommend her services.

February 2021

Caroline has reassured me at every turn when crucial decisions have to be made with finances. It's made less stressful when speaking to someone who seems to understand what you require from the outset. Caroline has always been available to speak to and I feel in good and safe hands.

February 2021

Caroline was great when we set up our policy. She was extremely knowledgeable throughout the entire process and very trustworthy, which made making our choices much easier. She was extremely patient and understanding to our circumstances; her advice was invaluable and I wouldn’t hesitate at offering her services to anyone else.