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Get Started: Become A Client

Book your Introductory Phone Call today to take the first step on the road to financial freedom.

Book Your Introductory Phone Call to Get Started

We think it’s important that you feel comfortable before committing to any financial service. We pride ourselves in working with our clients for the long-term by building, fostering and growing a relationship of trust with every client we work with.

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 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 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 a plan of action to help you achieve your goals. You can come to our office in Ocean Village, we can come to you or we can hold this as a virtual online meeting. Discovery Meetings are also 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.
 
 

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Life goal #14: Learn to play a musical instrument

Enjoy your money. Enjoy your life. Live it.

What are your life goals?

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

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

 

Get your finances in shape

We all lead busy lives and sometimes it’s hard to find time for our finances. We help our you re-focus on your financial affairs and ensure your investments work as hard as you do.

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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Chartered W
FSB w
VouchedFor W
Google Review w
Top Rated W
Trustpilot w
Unbiased W
CISI w
Ecologi w new