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.
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
"All I can say is that I was very lucky to meet my advisor. He has helped with everything I was worried about. Thank you you all so much."
"It was good to have the review 'health check' on our finances, and consider if we are still meeting our objectives. The meeting with James was, as always, efficient and conducted in a professional manner and also reassuring…. he is always available with ongoing advice and meetings are well structured but in a relaxed manner."
"Thank you for taking the time to do a Discovery meeting with me. It has been helpful, and James has been honest and patient in explaining things and finding out more about my finances. Much appreciated."
"Thank you for the financial expertise and guidance provided so far. I am particularly impressed by the user friendly and effective electronic communications used for the period and annual review process. Regular newsletters are also informative."
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.
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.
” 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.
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
