Award-winning independent financial planning designed to help you take control of your money, grow your wealth, protect your lifestyle and plan for a more certain future.
Smarter, more affordable financial planning, re‑imagined for the digital age
Award-winning independent financial planning designed to help you take control of your money, grow your wealth, protect your lifestyle and plan for a more certain future.
Investing For The Future
Grow your assets with a proven long-term investment strategy tailored to your specific goals
Protecting Your Family
Safeguard your financial position against the unexpected and protect the lifestyle you enjoy
Planning For Retirement
Enjoy a rich and fulfilling retirement with our range of pension and retirement planning solutions
Strategies For Older Age
Enjoy your latter years knowing that your financial affairs are completely under control
Holistic Financial Planning
A comprehensive personal financial plan will be your roadmap to financial freedom
Growing Your Business
Strategies to help you develop, grow and protect your business and maximise its value
What Sets Us Apart from the Rest?
Bespoke Service
Everyone is different so every NorthStar client only pays for the services they need – a tailored, flexible approach that really delivers results
The Very Best Advice
We only provide fully independent and impartial advice delivered by Chartered Financial Planners – the gold standard financial planning qualification
Low Fees
By harnessing the latest technology, we deliver impressive efficiencies meaning you pay much less than with many comparable advice services
Online Account Access
View and manage your investments any time, any place using any connected device with our client portal and dedicated customer account centres
Transparent Fees
We are proud to display all our fees upfront on our website and are committed to complete charging transparency at all times
Advice Your Way
No mundane meetings and weighty paperwork – we use technology to deliver advice as you want it – face-to-face, phone & virtual online meetings
Track your investments anywhere, anytime with our award-winning software
Manage your entire financial life in one secure place with our client portal – an innovative app and online tool available to all NorthStar clients. See all your assets and accounts in one place 24/7 from any device, helping you track progress towards your financial goals. Link up your bank, savings, pensions and investment accounts to get a complete picture of your finances and say goodbye to reams of paperwork with online document management.
A Word From Our Clients
"James has provided us with an excellent service throughout the year. We would recommend him to others to provide a friendly and professional service."
"Supportive and responds to emails as well as through our annual meetings. We both have high regard and trust in James our advisor."
"Professional and friendly service and very comprehensive reports are provided regularly. I am confident in recommending your services to others requiring financial support."
"James is very professional and knowledgeable, so far my investment objectives have been met and I have every confidence that I shall continue to use the services of NorthStar. I would have no concerns in recommending your services to friends and ex colleagues."
Average NorthStar Rating
Read more client feedback and testimonials.
Advice Your Way
Face-to-Face Meetings
Phone Meetings
Virtual Online Meetings
Driven by Technology
Did you know… people who use a financial planner enjoy a significantly higher income in retirement
Source: ‘Retirement Income Uncovered’ by Old Mutual Wealth 2014. Survey by YouGov of 1,536 UK adults aged between the ages of 50 and 75
Awards, Accreditations & Trade Associations
We are committed to delivering the best service to our clients and working to the very highest professional standards. Our work has been rewarded with a number of awards and professional accreditations. We are also members of the leading financial planning trade associations.
Check Out Our Latest Special Offers
Find out more about our latest special offers. Each offer is strictly for a limited time only, so grab a deal today and take advantage of heavily discounted and free services.
It's About People - Not Products
” Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success. “
Pablo Picasso
Total control of your money
Your money on your terms. Wherever you are, stay in control of your finances 24/7. Track your investments, transfer funds, monitor your goals, top up your savings. Take back control of your money.
Climate Action Commitment
At NorthStar, we believe the long-term sustainability of our planet is crucial. NorthStar is therefore committed to positive climate action. We offset a significant proportion of our carbon footprint by removing greenhouse gas emissions from the global environment. We fund the planting of trees every month and help finance a number of important climate action projects around the world.
Awards, Accreditations & Trade Associations
NorthStar is proud to be a member of the leading financial planning trade associations. Through a continued commitment to adhere to the highest professional standards and deliver exceptional service, NorthStar has received a number of awards and professional accreditations.
