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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.

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

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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?



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.

Fiercely Independent & Impartial

We always deliver fully independent and impartial advice – ensuring we recommend the very best products to all our clients. Unlike ‘restricted’ advisers who are limited to recommending products from a select range of providers, our independence means we have the freedom to explore the entire market. This allows us to offer a comprehensive range of financial products from the very best providers, always choosing what’s genuinely best for you.

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

 

Man Head 2D2
Dave P.
Southampton
18.11.24

"James has provided us with an excellent service throughout the year. We would recommend him to others to provide a friendly and professional service."

Woman Head 2
Susie T.
Southampton
15.10.24

"Supportive and responds to emails as well as through our annual meetings. We both have high regard and trust in James our advisor."

Man Head 1D2
Steve B.
Hampshire
08.10.24

"Professional and friendly service and very comprehensive reports are provided regularly. I am confident in recommending your services to others requiring financial support."

Man Head 2D2
Dave L.
Chandler's Ford
16.09.24

"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

4.96 out of 5 | 130 reviews

 
Read more client feedback and testimonials.

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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