Welcome to NorthStar Wealth Management. We are an independent financial adviser (IFA) and wealth manager, providing a full range of financial planning services. Based in Ocean Village, Southampton, we have clients across the UK.
At NorthStar, we bring a fresh perspective and innovative approach to wealth management and independent financial advice. Our team of fully independent chartered financial planners combine their expertise with the latest technology to provide the highest quality independent financial planning and advice.
We help our clients take control of their money, grow their wealth, protect their lifestyle and plan for a more certain future.
Welcome to NorthStar Wealth Management. We are an independent financial adviser (IFA) and wealth manager, providing a full range of financial planning services. Based in Ocean Village, Southampton, we have clients across the UK.
At NorthStar, we bring a fresh perspective and innovative approach to wealth management and independent financial advice. Our team of fully independent chartered financial planners combine their expertise with the latest technology to provide the highest quality independent financial planning and advice.
We help our clients take control of their money, grow their wealth, protect their lifestyle and plan for a more certain future.
Discover More About Our Unique Range of Services
Grow your assets with a proven long-term investment strategy tailored to your specific goals
Learn MoreSafeguard your financial position against the unexpected and protect the lifestyle you enjoy
Learn MoreEnjoy a rich and fulfilling retirement with our range of pension and retirement planning solutions
Learn MoreEnjoy your latter years knowing that your financial affairs are completely under control
Learn MoreA comprehensive personal financial plan will be your roadmap to financial freedom
Learn MoreStrategies to help you develop, grow and protect your business and maximise its value
Learn MoreWhat Sets Us Apart from the Rest?
A Solution that Fits Your Needs
Bespoke your service and only pay for what you need with our unique range of financial planning and wealth management solutions
Only the Very Best Advice
All our financial planners have been awarded the coveted ‘Chartered Financial Planner’ status – the gold standard financial planning qualification
Market Leading Low Charges
By harnessing the latest technology we can deliver impressive efficiencies meaning you pay much less than with comparable services
Access Your Investments 24/7
View and manage your investments any time, any place, using any device with our client portal – keeping you in total control
Totally Transparent Charges
We are proud to display all our charges upfront on our website and are dedicated to complete charging transparency at all times
Advice Your Way
No mundane meetings and weighty paperwork – we use technology to deliver advice as you want it – face-to-face, phone & virtual online meetings
We Are Chartered Financial Planners - The Gold Standard
All our advisers are ‘Chartered Financial Planners’. This is the gold standard within the financial planning profession – the highest possible level of qualification, competence and professionalism.
Track your investments anywhere, anytime with our award-winning software
Manage your entire financial life in one secure place with our client portal – an innovative app and online tool available to all NorthStar clients. See all your assets and accounts in one place 24/7 from any device, helping you track progress towards your financial goals. Link up your bank, savings, pensions and investment accounts to get a complete picture of your finances and say goodbye to reams of paperwork with online document management.
A Word From Our Clients
"James is very approachable and professional and meetings are conducted in a relaxed manner."
We have found James to be a friendly, courteous, well-prepared and knowledgeable adviser. He has listened to our circumstances and aspirations for our retirement, and has implemented an investment strategy that is still managing to make headway despite the currently challenging financial climate… We would definitely recommend his services to others."
"James is very knowledgeable and patient, explaining fully what the choices might be. He doesn't pressurise you to make instant decisions. The company is transparent with their fees, which are lower than many other companies, but it does not take away from the excellent service."
"The service and knowledge received from Northstar is very well explained & has been easy to understand."
Average NorthStar Rating
Read more client feedback and testiimonials.
Advice Your Way
Face-to-Face Meetings
Phone Meetings
Virtual Online Meetings
Driven by Technology
We harness the latest technology to provide our clients with 24/7 access to their investments, online financial advice, secure document storage and much more.
Did you know… people who use a financial planner enjoy a significantly higher income in retirement
A recent survey found that on average, people want 47% of their final working salary as a retirement income. The survey also found that properly planning for retirement and setting a retirement income goal is really important. Those who hadn’t set themselves an income target ended up with an average of £17,500 a year to live on. However, those who use a financial planner saw average income in retirement increase to £20,800. Those who had set a income target and used a financial planner enjoyed an average income of £26,000 a year – a 49% increase compared to those that did neither.
Check Out Our Latest Special Offers
Find out more about our latest special offers. Each offer is strictly for a limited time only, so grab a deal today and take advantage of heavily discounted and free services.
It's About People - Not Products
We’re not in business to you sell financial products, we’re here to help you achieve your goals. Our financial planners don’t have sales targets to meet and are never incentivised to sell you something you don’t need. Their job is to be your financial guide, helping you plan for the future with certainty and allowing you to get everything you want from life.
” Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success. “
Pablo Picasso
Total control of your money
Your money on your terms. Wherever you are, stay in control of your finances 24/7. Track your investments, transfer funds, monitor your goals, top up your savings. Take back control of your money.
Accreditations & Trade Bodies
