Award Winning Technology
We have chosen to partner with True Potential to provide our client access technology. True Potential are one of the leading cloud-based financial services providers in the UK and have an enviable reputation for delivering high quality, cutting edge technology solutions.
The True Potential Wealth Platform allows our clients to see holistic view of their personal financial affairs in one convenient location. This technology provides access to real-time valuations on all the accounts you hold as well as being able to analyse and track your investments 24/7 on a range of devices including web, iPhone, iPad, BlackBerry and Android.
Why Download the App?
View
See your completed financial position including all your assets and accounts in one place
Track
Track real-time investment performance against your goals
Link
Link up your bank, savings and investment accounts to get a complete financial picture
Analyse
Add your monthly outgoings to analyse spending patterns and find new ways to save
Manage
An end to financial paperwork with document management and secure messages
Complete
A complete online financial management solution available 24/7 on any connected device
Download the App
You can login via the web by clicking here or download the True Potential App below and start enjoying the benefits today.
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.
” Financial freedom is available to those who learn about it and work for it. “
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.