Financial Advice & Wealth Management in Hampshire
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.
Financial Advice & Wealth Management in Hampshire
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.
Financial Advice Services for Hampshire Clients
Investing For The Future
Grow your assets with a proven long-term investment strategy tailored to your specific goals
Strategies For Older Age
Enjoy your latter years knowing that your financial affairs are completely under control
Protecting Your Family
Safeguard your financial position against the unexpected and protect the lifestyle you enjoy
Holistic Financial Planning
A comprehensive personal financial plan will be your roadmap to financial freedom
Planning For Retirement
Enjoy a rich and fulfilling retirement with our range of pension and retirement planning solutions
Growing Your Business
Strategies to help you develop, grow and protect your business and maximise its value
Wealth & Investment Management in Hampshire
From Winchester to the New Forest, we manage investments for clients right across Hampshire. Your money is invested in one of 11 risk-rated NorthStar portfolios, from cash-like money market and defensive options through to adventurous growth, including three ethical portfolios, matched to the level of risk you are comfortable with.
As well as managing your portfolio, we look at the bigger picture. Your investments sit within a full financial plan covering pensions, tax, protection and estate planning, so every decision works towards the same goals.
Learn more: Explore our range of investment portfolios
Meet your Hampshire financial adviser
James Thompson
Founder & Chartered Financial Planner
James has advised clients across Hampshire since founding NorthStar in 2016, having started his career in financial planning in 1999. A Chartered Financial Planner since 2013, he leads our advice, compliance and technical work, and holds specialist qualifications in pensions, investments, protection and equity release.
Read James’s full profile
Areas We Cover
Our office is in Southampton, and we meet clients at home or at work across Hampshire, or by phone and video, whichever suits you best. We regularly advise clients in Winchester, Alresford, Meon Valley, Eastleigh, Chandler’s Ford, Hedge End, Romsey, Stockbridge, Test Valley, Lymington, Brockenhurst, Ringwood, the New Forest, Fareham, Gosport, Portsmouth, Havant, Basingstoke, Andover, north Hampshire, Petersfield, Alton, east Hampshire and the Isle of Wight. We also advise clients in neighbouring Dorset, Wiltshire, Berkshire, Surrey and West Sussex, and throughout the UK by video. Closer to the city? See our Southampton financial adviser page.
NorthStar Wealth Management, Ocean Village Innovation Centre, Ocean Way, Southampton, Hampshire, SO14 3JZ. Freephone: 0800 6906 247 · Email: info@nswm.co.uk · Open 9am to 5pm, Monday to Friday. Get directions to the NorthStar head office.
Pension & Retirement Planning in Hampshire
Whether you plan to stay put, downsize to the coast or move closer to family, retirement brings some of the biggest financial decisions you will make. We help clients across Hampshire bring together old workplace and personal pensions, decide how and when to take an income, and understand how much they can comfortably spend.
Our cashflow modelling shows, year by year, what your retirement could look like, including the effect of moving home, helping family or paying for care later in life. So you can make big decisions with confidence.
Learn more: Explore our retirement planning services
What Our Hampshire Clients Say
We love to hear what our clients think of our services and value every bit of feedback we receive. Below is a selection of testimonials from our clients in Hampshire.
Please also see our client satisfaction ratings.
"NorthStar provides a reliable service where you know your investments are being continually monitored to give the best results for your investment."
…I would just like to express my thanks for the excellent financial management I have experienced during this period. I cannot recommend the NorthStar Team highly enough!
"My confidence in NorthStar since the very first discussion has proven to be well founded. The service is completely personalised and the investment strategy has met my individual requirements. Expert professional assistance and guidance is always immediately available and the service provided by my financial planner has been exceptional. I have no hesitation in recommending NorthStar to anyone seeking an expert partner on their financial journey through life."
"I'm delighted with the service I get from NorthStar and, particularly, James Thompson. He is very knowledgeable and understands my requirements. I would recommend NorthStar to family and friends."
"James has always been very professional and helpful and someone who gives assurance in friendly manner."
"Thank you for the excellent financial support over the last seven years. I have seen good growth in my portfolio."
"James was incredible with helping me understand what I could do with my money and guided me through investing. I’ve definitely decided it was the right decision!"
"I really couldn't be more happy with the service provided. Very professional and knowledgeable."
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 Charges
By harnessing the latest technology we can deliver impressive efficiencies meaning you pay much less than with comparable services
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 Charges
We are proud to display all our charges 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
Clear, Transparent Fees
We publish all our fees on our website, so you know the cost before you commit. Your Introductory Call and Discovery Meeting is always free of charge. Initial advice on a new investment is 1% of the amount invested (minimum £900), payable only if you go ahead. Ongoing advice on our portfolios is 0.9% a year, with no tie-in contracts.
Learn more: Get More, Pay Less
Learn more: The Value of Financial Advice
Questions About Financial Advice in Hampshire
How much does a financial adviser cost in Hampshire?
At NorthStar, your 15-minute Introductory Call and subsequent full Discovery Meeting are always free of charge, wherever you are in Hampshire. Initial advice on a new investment typically costs 1% of the amount invested (minimum £900), and you only pay if you go ahead. Ongoing advice on our portfolios is 0.9% a year. All our fees are published on our website.
What is the difference between a wealth manager and a financial adviser?
A wealth manager typically focuses on managing your investments. A financial adviser looks at your whole financial picture, including pensions, tax, protection and estate planning. At NorthStar we do both: we manage your investments through our own portfolio range, as part of a complete financial plan.
Will you visit me at home?
Yes. We regularly meet clients at home or at work across Hampshire, from Basingstoke to the New Forest. You are also welcome to visit our Southampton office, and many clients choose phone or video meetings instead.
Do you advise clients on the Isle of Wight?
Yes. We work with clients on the Isle of Wight, usually by phone and video, with face-to-face meetings when needed.
Can I get financial advice entirely online?
Yes. Some of our clients never meet us in person. We can handle everything by phone, video and our secure online services – from your first conversation through to signing documents and reviewing your investments.
What is the difference between an independent financial adviser (IFA) and a restricted adviser?
A restricted adviser can only recommend products from a limited range of providers. As an independent financial adviser, NorthStar can recommend products from across the whole market, so we can choose what is genuinely right for you.
Do you work with clients outside Hampshire?
Yes. As well as Hampshire and the Isle of Wight, we advise clients in Dorset, Wiltshire, Berkshire, Surrey and West Sussex, and across the UK by video. If you are near the city, see our Southampton financial adviser page.
Do you hold my money?
No. We never hold client money. Your investments are held by authorised investment platforms and insurance companies, in your name.
What happens on the free Introductory Call?
It’s a relaxed 15-minute chat with no obligation. We’ll ask about your situation and goals, explain how we work and what it would cost, and agree whether it makes sense to take things further.
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.
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.
