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Independent Financial Advisers in Southampton

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.

Your local independent financial adviser in Southampton

NorthStar Wealth Management is an award-winning, independent financial planning firm based in Ocean Village, Southampton, serving clients across the UK.

At NorthStar, we bring a fresh perspective and innovative approach to financial planning and wealth management. By combining chartered expertise with the latest technology, we deliver clear, comprehensive and genuinely independent financial advice. Our services include pension and investment advice, retirement planning, protection, estate planning, financial forecasting and tax planning. As a fully independent and impartial firm, we offer low, transparent fees and use modern digital systems to provide high-quality, personalised financial planning to every client.

Our mission at NorthStar is to help you take control of your money, grow your wealth, protect your lifestyle, and plan for a more certain future.

Meet your adviser

James Thompson

James Thompson

Founder & Chartered Financial Planner

Meet your Southampton financial adviser

James has worked in financial planning since 1999 and became a Chartered Financial Planner in 2013. He co-founded NorthStar in 2016 and leads our advice, compliance and technical work. He holds the Advanced Diploma in Financial Planning, plus specialist qualifications in pensions, investments, protection and equity release.

Read James’s full profile

Check our Financial Conduct Authority register entry

See James’s reviews on VouchedFor

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

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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

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.

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