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.
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.
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. We have partnered with Ecologi, one of the UK’s leading environmental organisations to help us achieve this commitment. View our Ecologi profile.
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.
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.
Proud to be Paperless
NorthStar is proud to be a paperless company. We are committed to minimising unnecessary paper usage across all areas of our operations. Our client reporting, communications, invoices and documents are delivered digitally wherever possible. All data is stored securely on servers rather than in cabinets, and we make payments electronically wherever possible. Going paperless not only reduces our environmental impact but also means a faster, more efficient service for our clients. This commitment sits alongside our partnership with Ecologi as part of our wider dedication to positive climate action. Learn more about the Paperless initiative.
VouchedFor Top Rated Financial Adviser 2019 - 2026
We are listed in the VouchedFor ‘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.
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’.
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.
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.
