loader image
Select Page

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 More

Safeguard your financial position against the unexpected and protect the lifestyle you enjoy

Learn More

Enjoy a rich and fulfilling retirement with our range of pension and retirement planning solutions

Learn More

Enjoy your latter years knowing that your financial affairs are completely under control

Learn More

A comprehensive personal financial plan will be your roadmap to financial freedom

Learn More

Strategies to help you develop, grow and protect your business and maximise its value

Learn More

What 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

U

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

CII Chartered Logo LargeNEW

Chartered Financial Planner - 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.

 

Don’t Just Take Our Word For It

We survey our clients regularly to find out what they think about our services.

How do our clients rate their overall satisfaction with the services we provide?

  • Average rating: 4.9 / 5

How likely are our clients to recommend our services to their friends and family?

  • Average rating: 4.9 / 5

Check out our full client satisfaction ratings to find out more.

NorthStar Wealth Management in a Nutshell

We are a new breed of financial planning company. A modern, dynamic firm built upon core values of integrity, professionalism, transparency, and innovation. Proud to be completely independent and wholly impartial, we are driven to provide the highest levels of service to our clients.

At NorthStar, we like to do things differently. We don’t focus on selling products and earning commission. We put our clients’ needs first every time. Clear, honest and open financial planning – the way it should be. Committed to bringing a fresh perspective to wealth management, we pair the latest cloud-based technologies with the very best team of chartered financial planners. We ensure our clients achieve their life goals by helping them get the most from their money. We simplify their financial lives, get their investments working hard, make sure they are protected should the worst happen and help them plan for the future.

At NorthStar, we understand that money is but a means to an end. We know that ultimately, our job is to help our clients identify, achieve and maintain their desired lifestyle and safeguard their financial future.

A Word From Our Clients

 

Woman Head 2
Hazel K.
New Forest
10.09.21

"I’ve been with NorthStar for a couple of years. They are thorough and keep you informed at every step of the way. I always feel that they know what I want from my investments and set the goals to achieve it for me."

Man Head 1
David R.
Romsey
28.07.21

"I really couldn't be more happy with the service provided. Very professional and knowledgeable."

Woman Head 2
Jess F.
Southampton
27.07.21

"I have had a positive experience with NorthStar, I don't have that much money to invest by comparison with wealthy people but you have still taken me seriously as a customer and been careful to listen to what I want. I like the online assessment tool which is thorough but easy to use. I appreciate the yearly catch up call so that anything I've missed could be highlighted. "

Woman Head 1
Christina E.
New Forest
20.07.21

"I needed trustworthy advice for my future investments and savings. NorthStar provided excellent advice, clearly defined and not pressurised. I have seen a better outcome than I had hoped for."


 
Average NorthStar Rating

4.94 out of 5 | 89 reviews

 
Read more client feedback and testiimonials.

Advice Your Way

We believe that you should be able to get great financial advice just the way you want it. We provide consultations and financial planning face-to-face, by phone and via virtual online meetings

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. 
 

Source: ‘Retirement Income Uncovered’ by Old Mutual Wealth 2014. Survey by YouGov of 1,536 UK adults aged between the ages of 50 and 75 

Awards, Accreditations & Trade Associations

We are committed to delivering the best service to our clients and working to the very highest professional standards. Our work has been rewarded with a number of awards and professional accreditations. We are also members of the leading professional trade associations.

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.

Take control of your finances

Book your free 15-minute introductory phone call today to find out how we can help you

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.

Looking for a high-quality independent financial adviser (IFA) to provide a range of financial planning services?

At NorthStar, we bring a fresh perspective and innovative approach to wealth management. Our team of 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.

How good would it make you feel?

We help our clients ensure they never run out of money and will always be financially secure – no matter what happens. That’s the power of proper financial planning. 

 ” 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 

Interested? Book your introductory phone call

Schedule a 15-minute introductory phone call with a NorthStar financial planner today.
Book online in 60 seconds flat, call us free on 0800 6906 247 or contact us to schedule the best time.

How much investment risk should you take?

Find out how much risk you should really take with your investments and discover your perfect investment portfolio with our free Personal Portfolio Builder. 

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.

Climate Positive Commitment

At NorthStar, we believe the long-term sustainability of our planet is crucial. NorthStar has therefore committed to being a ‘climate positive’ company. This means we go further than being ‘carbon neutral’ or achieving ‘net zero carbon’. We are committed to creating an environmental benefit by removing more greenhouse gas emissions from the global environment than our business generates.

Life goal #30: Live by the sea

Enjoy your money. Enjoy your life. Live it.

What are your life goals?

Awards, Accreditations & Trade Associations

At NorthStar, we are committed to delivering the best service to our clients and working to the very highest professional standards. Our work has been rewarded with a number of awards and professional accreditations. We are also members of the leading financial services professional trade associations.

Chartered
VouchedFor
CISI
Toprated
Unbiased badge


We offset our carbon footprint via Ecologi

nschartered
VouchedFor
CISI
Toprated
Unbiased badge


We offset our carbon footprint via Ecologi

premade image 20new2

Join Over 3,000 Happy Subscribers

Stay right up-to-date with the latest financial news, get expert insight and analysis and exclusive special offers to help you make the most of your money. NorthStar Insights is the free email newsletter enjoyed by over 3,000 people across the UK. Join them to see what all the fuss is about. 

 

(Great content every week. No spam. Guaranteed.)

Data Protection Policy

Thanks for subscribing to NorthStar Insights. Check your email to confirm your subscription.