Client Login
Login to the client portal here. The client portal allows you to see your complete financial position in one place, 24 hours a day, 7 days a week – on any device.
Document Library
The NorthStar document library includes our complete range of publications to view and download. The document library is regularly updated to include our latest publications.
Schedule Meeting
Book a meeting with a NorthStar financial planner online. Our meeting scheduler is the fastest, most convenient way to book your meeting with NorthStar.
Give Your Feedback
Let us know what you think about the service you receive from NorthStar. We value all feedback and use it to continually refine and improve the services we deliver.
Recommend a Friend
If you love the services we provide, maybe your friends, family or colleagues would too. Refer them to us and you could receive a free gift with our compliments.
Jargon Buster
A complete A-Z guide of financial terms and acronyms to help you better understand the world of finance and make the most of your money.
Tax Tables
A quick guide to some of the main UK tax rates. Handy when you need to know the tax facts.
Market Data
The latest live market data and financial charts. Keep track of the stock markets, currencies and commodities prices every minute of every day.
Useful Websites
Links to a number of important and useful financial websites to help you better understand your money and the world of finance.
Client Agreement
This agreement sets out the basis on which NorthStar will conduct business with you.
Data Protection Agreement
This agreement sets out the NorthStar data protection procedures.
Policy Authority Mandate
Complete this form to grant NorthStar access to your policy information.
Download App
Download the award-winning app from True Potential and discover the benefits of 24/7 access to your complete financial picture.
Introductory Phone Call
Book your 15-minute introductory phone call with a NorthStar financial planner to get started. Book online in 60 seconds flat. No cost, no obligation, no catch.
Client Satisfaction Survey
Complete our short client satisfaction survey and tell us what you really think of the services we provide.
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.
