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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.

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

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Protecting Your Family

Safeguard your financial position against the unexpected and protect the lifestyle you enjoy

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Planning For Retirement

Enjoy a rich and fulfilling retirement with our range of pension and retirement planning solutions

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Strategies For Older Age

Enjoy your latter years knowing that your financial affairs are completely under control

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Holistic Financial Planning

A comprehensive personal financial plan will be your roadmap to financial freedom

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Growing Your Business

Strategies to help you develop, grow and protect your business and maximise its value

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What Sets Us Apart from the Rest?

A Solution that Fits Your Needs

Bespoke your service and only pay for what you need with our unique range of financial planning and wealth management solutions

Only the Very Best Advice

All our financial planners have been awarded the coveted ‘Chartered Financial Planner’ status – the gold standard financial planning qualification

Market-Leading Low Fees

By harnessing the latest technology, we deliver impressive efficiencies meaning you pay much less than with many financial planning firms

Access Your Investments 24/7

View and manage your investments any time, any place, using any device with our client portal – keeping you in total control

Totally Transparent Fees

We are proud to display all our fees upfront on our website and are dedicated 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

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Chartered Financial Planner - The Gold Standard

All our advisers are  ‘Chartered Financial Planners’. This is the gold standard within the financial planning profession – the highest possible level of qualification, competence and professionalism.

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.

Don’t Just Take Our Word For It

We survey our clients regularly to find out what they think about our services.

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Client satisfaction ratings cover the past 3 years to 01.01.24.

Check out our full client satisfaction ratings to find out more.

NorthStar Wealth Management in a Nutshell

We are a new breed of financial planning company. A modern, dynamic firm built upon core values of integrity, professionalism, transparency, and innovation. Proud to be completely independent and wholly impartial, we are driven to provide the highest levels of service to our clients.

At NorthStar, we like to do things differently. We don’t focus on selling products and earning commission. We put our clients’ needs first every time. Clear, honest and open financial planning – the way it should be. Committed to bringing a fresh perspective to wealth management, we pair the latest cloud-based technologies with the very best team of chartered financial planners. We ensure our clients achieve their life goals by helping them get the most from their money. We simplify their financial lives, get their investments working hard, make sure they are protected should the worst happen and help them plan for the future.

At NorthStar, we understand that money is but a means to an end. We know that ultimately, our job is to help our clients identify, achieve and maintain their desired lifestyle and safeguard their financial future.

A Word From Our Clients


Woman Head 1
Claire C.
Isle of Wight
14.05.24

"NorthStar have been managing my pensions for the last six years and I feel reassured about my pension investments and my future retirement. Regular communications clearly show growth and are thorough, explaining the impact any world events may have on investments, keeping you fully informed at all times. NorthStar are easy to contact should I need to discuss a change in circumstances or want to make changes to my investments."

Man Head 2D2
Phil Y.
Southampton
13.05.24

"Friendly, efficient and most of all clear unambiguous communication."

Man Head 2D2
Robert M.
Winchester
15.04.24

"James has a detailed understanding of my personal circumstances and has always taken every aspect into account when recommending a financial strategy. He has dealt with every aspect of managing our finances diligently and promptly. As a result of his advice, I am confident that my retirement fund will last longer than I will."

Woman Head 2
Ann T.
Twickenham
15.04.24

"James communicates very clearly and knowledgeably. This gives us confidence. We are very happy to ask what might be small or obvious questions and also feel we can ask them again. Being able to meet virtually via Zoom is great. James always responds quickly to our emails and answers questions one by one in detail. Thank you for diligent and supportive service. We would wholeheartedly recommend your services."


 
Average NorthStar Rating

4.96 out of 5 | 124 reviews

 
Read more client feedback and testiimonials.

Advice Your Way

We believe that you should be able to get great financial advice just the way you want it. We provide consultations and financial planning face-to-face, by phone and via virtual online meetings

​Face-to-Face Meetings

​Phone Meetings

Virtual Online Meetings

Proud to be different

At NorthStar, we like to do things differently. We don’t focus on selling products and earning commission. We put your needs first every time. Clear, honest and open financial planning – the way it should be.

Driven by Technology

We harness the latest technology to provide our clients with 24/7 access to their investments, online financial advice, secure document storage and much more.

Did you know… people who use a financial planner enjoy a significantly higher income in retirement

A recent survey found that on average, people want 47% of their final working salary as a retirement income. The survey also found that properly planning for retirement and setting a retirement income goal is really important. Those who hadn’t set themselves an income target ended up with an average of £17,500 a year to live on. However, those who use a financial planner saw average income in retirement increase to £20,800. Those who had set a income target and used a financial planner enjoyed an average income of £26,000 a year – a 49% increase compared to those that did neither. 
 

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.

Take control of your finances

Book your free 15-minute introductory phone call today to find out how we can help you

It's About People - Not Products

We’re not in business to you sell financial products, we’re here to help you achieve your goals. Our financial planners don’t have sales targets to meet and are never incentivised to sell you something you don’t need. Their job is to be your financial guide, helping you plan for the future with certainty and allowing you to get everything you want from life.

Looking for a high-quality independent financial adviser (IFA) to provide a range of financial planning services?

At NorthStar, we bring a fresh perspective and innovative approach to wealth management. Our team of chartered financial planners combine their expertise with the latest technology to provide the highest quality independent financial planning and advice.

We help our clients take control of their money, grow their wealth, protect their lifestyle and plan for a more certain future.

How good would it make you feel?

We help our clients ensure they never run out of money and will always be financially secure – no matter what happens. That’s the power of proper financial planning.

 ” 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 

Interested? Book your introductory phone call

Schedule a 15-minute introductory phone call with a NorthStar financial planner today.
Book online in 60 seconds flat, call us free on 0800 6906 247 or contact us to schedule the best time.

How much investment risk should you take?

Find out how much risk you should really take with your investments and discover your perfect investment portfolio with our free Personal Portfolio Builder.

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.

Life goal #30: Live by the sea

Enjoy your money. Enjoy your life. Live it.


What are your life goals?

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.

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