Chartered Financial Planner Status
All our advisers have been awarded the prestigious ‘Chartered Financial Planners’ status by the Chartered Insurance Institute (CII). This is a highly-prestigious designation with demanding qualification criteria. This title is only awarded to individuals committed to developing and maintaining their knowledge and capability so they can deliver the highest quality financial advice. Chartered individuals must also follow a demanding code of ethical practice. This means they must work in a principled manner that places clients’ interests at the heart of all the financial advice they give. Chartered status, granted by the Privy Council, is the industry’s gold standard for financial planners.
Statement of Professional Standing
The Financial Conduct Authority (FCA) requires that all retail investment advisers now hold a Statement of Professional Standing (SPS). An SPS can only be issued by an FCA appointed accredited body, such as the CII, and confirms that an adviser has adhered to a code of ethical standards, holds the required qualifications for the activities they undertake and has completed appropriate CPD and complied with APER (Statements of Principle and Code of Practice for Approved Persons). You can view our current SPS in our ‘Document Library’.
2021 UK Top Rated Financial Adviser
We are listed in the VouchedFor ‘2021 Guide to the UK’s Top Rated Financial Advisers’. This is a directory showcasing the highest rated financial advisers in the UK, according to VouchedFor. As well as being endorsed by at least ten clients, each adviser is a fully verified member of VouchedFor, which means they have been checked against the Financial Conduct Authority Register as well as undergoing checks and ongoing monitoring.
Unbiased
Unbiased is the original (and probably best known) directory of independent financial advisers in the UK. Their service is popular with clients looking for advice and provides information as well as reviews of adviser in the proximity of the client. Unbiased are actively engaged in consumer education and stressing the importance of high quality independent financial advice. We have an active listing on Unbiased at all times. You can view our listing on Unbiased.
Independent Financial Adviser
We are fully independent and impartial, recommending the very best products and investment for our clients. We are not tied to any product provider and are never incentivised to recommend any product over another. We are completely unconstrained and always put the needs of our clients first.
VouchedFor
VouchedFor is a leading independent professional rating and review service that allows genuine clients to rate their independent financial adviser. This service helps people to find the very best advisers in their local area through the use of reviews and a star rating system. You can check out our reviews and testimonials on VouchedFor.
Federation of Small Businesses
The Federation of Small Business (FSB) was started in 1974. It now boasts over 185,000 members across the UK. The FSB aims to promote local small businesses and provides access to information, training, legal and other services as well as running seminars and regional events. We have been members of the FSB since forming NorthStar.
2019 UK Top Rated Financial Adviser
We are listed in the VouchedFor ‘2019 Guide to the UK’s Top Rated Financial Advisers’. This is a directory showcasing the highest rated financial advisers in the UK, according to VouchedFor. Each firm listed has received a high number of positive client reviews since the start of 2018. In total, 1,171 advisers (out of around 26,000 registered financial advisers in the UK) are included in the guide. These top-rated advisers amassed a total of 21,664 client reviews in 2018. As well as being endorsed by at least ten clients, each adviser is a fully verified member of VouchedFor, which means they have been checked against the Financial Conduct Authority Register as well as undergoing checks and ongoing monitoring.
VouchedFor Top Rated Firm 2022
We are listed in the VouchedFor ‘2022 Guide to the UK’s Top Rated Financial Advisers’ as a ‘Top Rated Firm’. This is recognition of our commitment to great client outcomes based on review and ratings collated by independent firm, VouchedFor. We have demonstrated a commitment to obtaining regular client review and scored over 4.5 out of 5 on a consistent basis to qualify for this award.
2020 UK Top Rated Financial Adviser
We are listed in the VouchedFor ‘2020 Guide to the UK’s Top Rated Financial Advisers’. This is a directory showcasing the highest rated financial advisers in the UK, according to VouchedFor. Each firm listed has received a high number of positive client reviews during 2019. In total, 1,325 advisers from 819 different firms are included in the guide. As well as being endorsed by at least ten clients, each adviser is a fully verified member of VouchedFor, which means they have been checked against the Financial Conduct Authority Register as well as undergoing checks and ongoing monitoring.
2024 UK Top Rated Financial Adviser
We are listed in the VouchedFor ‘2024 Guide to the UK’s Top Rated Financial Advisers’. This is a directory showcasing the highest rated financial advisers in the UK, according to VouchedFor. As well as being endorsed by at least ten clients, each adviser is a fully verified member of VouchedFor, which means they have been checked against the Financial Conduct Authority Register as well as undergoing checks and ongoing monitoring.
2022 UK Top Rated Financial Adviser
We are listed in the VouchedFor ‘2022 Guide to the UK’s Top Rated Financial Advisers’. This is a directory showcasing the highest rated financial advisers in the UK, according to VouchedFor. As well as being endorsed by at least ten clients, each adviser is a fully verified member of VouchedFor, which means they have been checked against the Financial Conduct Authority Register as well as undergoing checks and ongoing monitoring.
Chartered Institute for Securities & Investment
The Chartered Institute for Securities & Investment (CISI) is the leading professional body for securities, investment, wealth and financial planning professionals. We are proud members of CISI and ensure the highest possible standards at all times.
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. Every month we finance a number of innovative carbon reduction projects and contribute funding to ensure the planting of groves of trees in our company forest. We have partnered with Ecologi, one of the UK’s leading environmental organisations to help us achieve this commitment. View our Ecologi profile.
2023 UK Top Rated Financial Adviser
We are listed in the VouchedFor ‘2023 Guide to the UK’s Top Rated Financial Advisers’. This is a directory showcasing the highest rated financial advisers in the UK, according to VouchedFor. As well as being endorsed by at least ten clients, each adviser is a fully verified member of VouchedFor, which means they have been checked against the Financial Conduct Authority Register as well as undergoing checks and ongoing monitoring.
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.