Book Your Introductory Phone Call to Get Started
We’re dedicated to building and nurturing a relationship of trust with every client and think it’s important that you feel comfortable before starting your journey with NorthStar. We enjoy working with our clients over the long-term to help them take control of their finances and plan for a more certain future.
An ‘Introductory Phone Call’ may be the first step of a long journey working together and we see it as a critical part of our process. It’s your way to find out a little more 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 services are a good fit and are likely to meet your requirements.
During the call, you will be able to speak with an experienced financial planner who will be able to give you some initial information and guidance about any pressing financial concerns you may have and can answer any questions about NorthStar that you may want answered.
If you like what we have to say and we think we can help you achieve your financial goals, we’ll book in a full ‘Discovery Meeting’ where we’ll go through everything in more detail and put together an outline plan of action to help you achieve your goals. You are welcome to come to our office in Ocean Village, we can come to your home or workplace or we can hold this as a virtual online meeting. Discovery Meetings are always completely free of charge and without obligation. This is part of our step-by-step advice process.
Don’t delay – book your Introductory Phone Call using the form below in 60 seconds flat. Alternatively contact us and we’ll book in your call.
Contact us for More Information
If you have any questions or comments or just want to know a little more about whether our range of services are right for you, please contact us using the form below and we’ll get right back to you.
Contact Us
More Info
To contact the NorthStar team regarding any matter, please use the form on this page. Alternatively, please email us using info@nswm.co.uk. A member of the team will respond within 24 hours to all enquiries.
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.