The NorthStar Vision
At NorthStar, we believe that everyone should be empowered to make the best financial decisions possible and use their money to live the life they truly want. We are proud to be at the forefront of the technological drive that is transforming the way wealth management services are provided, helping reconnect people with their finances. This revolution will allow people to make better financial decisions by providing the tools and financial advice they require in a genuinely accessible way.
The NorthStar Mission
Our mission is to deliver unrivalled financial planning and wealth management services that make a tangible improvement to the lives of our clients. We will achieve this by harnessing the latest technology to help our clients understand and optimise their financial position and make the best financial decisions possible. We empower our clients to reconnect with their finances so that they can truly live the life they want.
NorthStar Core Values
There are nine core values that underpin everything we do at NorthStar. These core values are more than nice words – they are at the heart of everything we do, every decision we make and impact on everything we are.
Integrity
We will act with the utmost integrity in everything we do. We continue to build upon our reputation for the highest levels of integrity and professionalism at all times.
Objective
We approach everything in a completely objective way without any preconceptions. We always provide clear, impartial advice to help you achieve your financial goals.
Personal
Every NorthStar client has unique personal financial needs. We will deliver tailored financial and investment strategies for each client to help them achieve their individual goals.
Transparent
We understand that the best way of working with our clients, staff and professional partners is to be absolutely open at all times. We always communicate clearly, consistently and openly.
Dependable
We understand that to earn the trust of our clients we need to make a simple commitment – when we promise to do something, we ensure it gets done.
Dedicated
Everything we do ultimately improves the lives of our clients. We are completely dedicated to ensuring our clients are empowered to make the best decisions about their wealth and live the life they want.
Innovative
We strive to be at the forefront of technological innovation. By harnessing the latest technology, we can provide ever increasing levels of service to our clients.
Value for Money
We provide value for money in all the services we provide. By harnessing the latest technologies, we are able to drive down costs and increase the value we provide to our clients.
Beyond Expectations
We believe in setting high expectations but also that expectations are there to be exceeded. We want to go beyond delivering the expected to deliver the exceptional.
“ We decided to set up our company because we thought financial planning could be better. We are never satisfied with the status quo and are always looking for innovative ways to improve the service we offer to our clients. “
James Thompson & Derek Pegg | NorthStar Founders
Climate Action Commitment
At NorthStar, we believe the long-term sustainability of our planet is crucial. NorthStar is therefore committed to positive climate action. We offset a significant proportion of our carbon footprint by removing greenhouse gas emissions from the global environment. We fund the planting of trees every month and help finance a number of important climate action projects around the world.
All your finances in the palm of your hand
Our app puts the power in your hands. Check, monitor and manage your entire financial life 24/7 on any connected device. Be smarter with money.
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.
