Does the secret of true love come down to your attitude to money? We look at the role of financial compatibility and whether a Financial Adviser could be your Cupid in disguise. Amazingly, arguments about money are as big a trigger of relationship br…
NorthStar Blog
Welcome to the NorthStar Blog. The place for the latest news, information and opinion from the NorthStar team helping you stay on top of what's going on in the world of finance.Start the New Year With a Holistic Financial Plan
What Exactly Is ‘Financial Planning’? At NorthStar, our work is broadly split into two distinct types. Project work and financial planning work. Most of our clients start with a project of some description. This may be a pension review, setting up a…
Wisdom from Christmas Past, Present and Yet to Come
As Ebenezer Scrooge once observed, the festive season can be expensive. Enjoy good cheer all year round with our wisdom from Christmases Past, Present and Yet to Come. Scrooge is probably the most famous of all Charles Dickens’s creations. He’s also…
One in Three Brits Don’t Know How Big a Pension Pot They’ll Need to Fund Their Retirement
New research shows that over 1 in 3 Brits don’t know how big a pension pot they’ll need, and 1 in 5 don’t even know how much they have. It’s an age-old question (in more ways than one): how much pension do I need to save right now, in order to have e…
Financial Decisions Are Tough, but Are Women Better at Them?
Research by UCL and Barclays has confirmed that people struggle most of all with financial decisions. But while some women are emerging as more confident investors with the rewards to show for it, others are being left behind. Believe it or not, peop…
Get Ready For Financial Planning Week 2020
We’re delighted to be among a select group of companies taking part in Financial Planning Week 2020. Running from 5th to 11th October 2020, Financial Planning Week is a nationwide campaign offering free financial planning sessions and advice to provi…
Taking Financial Advice Could Make You £48K Better Off by the End of the Decade
Financial advice can leave non-affluent savers around £48,000 richer over 10 years, according to a report by the ILC. There is also new evidence that financial advice offers especially good value for the less well-off. Brits who took professional fi…
KnowlEDGE Digital Magazine – Spring 2020
We’ve just published our exclusive quarterly digital magazine for spring 2020. You can read and download your copy for free. This issue of KnowlEDGE, we take an in-depth look at how to give your finances a thorough spring clean. This is the perfect…
Budget 2020: What It Means for Your Money
The first Budget of Boris Johnston’s new government was certainly an eventful one. Rishi Sunak has only been Chancellor for a matter of weeks, but delivered one of the most wide-ranging set of announcements for many years. Along with Brexit, the new…
Old and Young Both Missing out on Advice Opportunities
More than half of Brits over 65 are yet to take advice on their finances, despite evidence that advice doubles financial confidence. At the same time, younger generations are failing to exploit advice opportunities. The UK’s baby boomers have largely…
KnowlEDGE Digital Magazine – Winter 2019
We’ve just published our exclusive quarterly digital magazine for winter 2019. You can read and download your copy for free. In this issue we focus on investment. Our cover story looks at the key factors to consider when selecting investment funds. T…
We’re Proud to Be Supporting Talk Money Talk Pensions Week 2019
Talk Money Talk Pensions Week is taking place from 18th – 22nd November 2019 and is the annual event all about getting the public talking about money and pensions. The week is overseen by the Money and Pension Service – a new national body bringing t…
Do You Suffer from Money Tunnel Vision?
Recent research suggests that over half of adults in the South East of England couldn’t pay an unexpected £500 bill. If you’re in this situation despite an apparently healthy income, you may have ‘money tunnel vision’. Here’s how to correct it. ‘Annu…
KnowlEDGE Digital Magazine – Autumn 2019
We’ve just published our exclusive quarterly digital magazine for autumn 2019. You can read and download your copy for free. With the heat and sunshine of summer now seeming like a distant memory, we welcome you to the autumn 2019 edition of KnowlEDG…
We’re Supporting Financial Planning Week 2019
We’re delighted to be among a select group of companies taking part in Financial Planning Week 2019. Running from 7th to 11th October 2019, Financial Planning Week is a nationwide campaign offering free financial planning sessions and advice to provi…
Optimist vs Pessimist – What Does It Mean for Your Money?
Is your glass half full or half empty? When managing your money and ensuring your financial security, both optimism and pessimism have key roles to play. Does it matter if you’re an optimist or a pessimist? Optimism is generally considered far more d…
KnowlEDGE Digital Magazine – Summer 2019
We’ve just published our exclusive quarterly digital magazine for summer 2019. You can read and download your copy for free. Spring is well and truly here. Warmer days, lighter evening and the new tax year are all now with us.In this edition of Knowl…
What’s the Difference Between Guidance and Advice?
The government service Pension Wise offers free guidance on pension options, but is it the same as ‘advice’? Here’s one way of looking at the difference between advice and guidance. Guidance can help you decide on a course of action. So can advice. D…
KnowlEDGE Digital Magazine – Spring 2019
We’ve just published our exclusive quarterly digital magazine for spring 2019. You can read and download your copy for free. Spring is well and truly here. Warmer days, lighter evening and the new tax year are all now with us.In this edition of Knowl…
KnowlEDGE Digital Magazine – Winter 2018
We’ve just published our exclusive quarterly digital magazine for Winter 2018. You can read and download your copy for free. As we move into winter, we take a look at a number of important stories in this issue of KnowlEDGE magazine. Our cover story…
We’re Offering Free ‘Talk Money’ Sessions as Part of Talk Money Week 2018
NorthStar Wealth Management is proud to announce their involvement in this year’s Talk Money Week. Launching on Monday 12 November, ‘Talk Money Week’ is the annual celebration of the work thousands of organisations are doing to improve money manageme…
We’re Offering Free Personal Financial Planning Sessions as Part of Financial Planning Week 2018
We’re delighted to be among a select group of companies taking part in Financial Planning Week 2018. Running from 3rd to 10th October, the annual Financial Planning Week is a national campaign to help engage people with their money and raise awarenes…
KnowlEDGE Digital Magazine – Autumn 2018
We’ve just published our exclusive quarterly digital magazine for Autumn 2018. You can read and download your copy for free. In this issue our cover story is about building a ‘team’ of financial products that will help you achieve your financial goal…
How to Handle an Inheritance
If you’ve been named as a beneficiary in a will, you’ll have plenty to look forward to – and lots to think about. When will you inherit? How much will it be? Will there be any tax to pay? And how can you make best use of your inheritance. Both your s…
The Top 10 Reasons to Use a Financial Planner
Many people think that financial advice is required only by the very rich. However, everyone can benefit from it. Not only can it help you protect and build your assets, it can also assist you in making the most of your investments and securing the l…
Don’t Risk Your Financial Future by Keeping Quiet
What is your least favourite thing to discuss with your partner? Money is probably high up there, but you could be risking your financial future and plans for a comfortable retirement if you don’t talk to your partner about your finances. One in five…
One Moment to Change Your Finances
One little decision can transform your life forever, whether it’s choosing to start a family, or buying an annuity to give you an income in retirement. Here at NorthStar we think a lot about the ‘advice moments’ – the times when people are most likel…
How Rugby Could Help You Plan Your Financial Future
England rugby star and former British Lion, Will Greenwood MBE, discusses how applying small changes now can have a big impact further down the line. You may think it sounds odd that a sporting hero is giving out financial advice, but England rugby s…
How Much Does Long-Term Care Cost?
In later life, many of us will probably need long-term care in one form or another. It is a good idea to think ahead about your likely care requirements, so you know in advance what kinds of care are available, what these might cost, and whether you…
Become Financially ‘Lucky’
Is luck something you can catch or is it something you can cultivate? And what about when it comes to your finances? Can you make yourself financially ‘lucky’? Luck. It seems a silly idea to take seriously. When it comes to our finances, can we reall…
Awards, Accreditations & Trade Associations
NorthStar is proud to be a member of the leading financial planning trade associations. Through a continued commitment to work to the highest professional standards and deliver real value to all clients, our work has been rewarded with a number of awards and professional accreditations.






































