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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. At NorthStar, we bring a fresh perspective and innovative approach to wealth management. Our team of chartered financial planners combine their expertise with the latest technology to provide the highest quality independent financial planning and advice. Based in Ocean Village, Southampton, we have clients across the UK.

 

Why Choose an Independent Financial Adviser?

 

Not all financial advisers are the same. In the UK, advisers are either independent or restricted – and the difference matters.

Restricted advisers are limited to recommending products from a select range of providers, or a limited set of product types. Independent financial advisers (IFAs), by contrast, can consider the whole of the market and must give unbiased, unrestricted advice.

NorthStar is fiercely independent and wholly impartial. We have no ties to any product provider, our financial planners have no sales targets, and we never earn commission for recommending one product over another. Our independence means we have the freedom to explore the entire market and recommend what’s genuinely best for you, every time.

When comparing financial advisers in Southampton, it’s always worth asking whether the firm is independent or restricted. You can verify any firm’s status and permissions on the Financial Services Register – our FCA reference is 716709.

Why Chartered Matters

 

Chartered Financial Planner status is widely regarded as the gold standard qualification in UK financial planning, awarded by the Chartered Insurance Institute (CII) to advisers who demonstrate the highest levels of technical knowledge, professional experience and ethical standards. At NorthStar, we only employ advisers who have obtained Chartered Financial Planner status,  so whoever you work with, you’re getting advice of the very highest standard.

Relatively few advisers in the Southampton area hold Chartered status, so if quality of advice matters to you, it’s one of the simplest filters to apply when choosing a financial adviser.

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Why NorthStar?



Investing For The Future

Grow your assets with a proven long-term investment strategy tailored to your specific goals

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Protecting Your Family

Safeguard your financial position against the unexpected and protect the lifestyle you enjoy

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Planning For Retirement

Enjoy a rich and fulfilling retirement with our range of pension and retirement planning solutions

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Strategies For Older Age

Enjoy your latter years knowing that your financial affairs are completely under control

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Holistic Financial Planning

A comprehensive personal financial plan will be your roadmap to financial freedom

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Growing Your Business

Strategies to help you develop, grow and protect your business and maximise its value

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Book Your Free Introductory Phone Call

An introductory phone call is your way to find out a little about what we do, how we do it and how we can help you. Equally, we can find out a little about you to see if our final salary pension review service is a good fit with your requirements. During the 15-minute phone call you will be able to speak with an experienced financial planner who will be able to give you some initial information and guidance and explain the next steps.

Call or email us today to book your introductory phone call or simply use the meeting sheduler below to book in 60 seconds flat.
 
 

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Defined benefit transfer advice provided by selected third parties. This service is not provided by NorthStar directly.

Make the most of your final salary pension with an expert review

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.

Have Questions?

If you have any questions or just want to know a little more about our final salary pension review service, please get in touch.

Contact Us

Contact Us

More Info

Head Office Address:
NorthStar Wealth Management
Ocean Village Innovation Centre
Ocean Way
Southampton
Hampshire
SO14 3JZ

Get directions to the NorthStar head office

Freephone: 0800 6906 247

Email: info@nswm.co.uk

 

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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