Awards & Accreditations
We are committed to delivering the best possible service to our clients and working to the very highest professional standards. We are proud to have been rewarded for our work with a number of awards and professional accreditations.
Chartered Financial Planner Status
All our advisers have been awarded the prestigious ‘Chartered Financial Planners’ status by the Chartered Insurance Institute (CII). This is a highly-prestigious designation with demanding qualification criteria. This title is only awarded to individuals committed to developing and maintaining their knowledge and capability so they can deliver the highest quality financial advice. Chartered individuals must also follow a demanding code of ethical practice. This means they must work in a principled manner that places clients’ interests at the heart of all the financial advice they give. Chartered status, granted by the Privy Council, is the industry’s gold standard for financial planners.
2019 UK Top Rated Financial Adviser
We are listed in the VouchedFor ‘2019 Guide to the UK’s Top Rated Financial Advisers’. This is a directory showcasing the highest rated financial advisers in the UK, according to VouchedFor. Each firm listed has received a high number of positive client reviews since the start of 2018. In total, 1,171 advisers (out of around 26,000 registered financial advisers in the UK) are included in the guide. These top-rated advisers amassed a total of 21,664 client reviews in 2018. As well as being endorsed by at least ten clients, each adviser is a fully verified member of VouchedFor, which means they have been checked against the Financial Conduct Authority Register as well as undergoing checks and ongoing monitoring.
2020 UK Top Rated Financial Adviser
We are listed in the VouchedFor ‘2020 Guide to the UK’s Top Rated Financial Advisers’. This is a directory showcasing the highest rated financial advisers in the UK, according to VouchedFor. Each firm listed has received a high number of positive client reviews during 2019. In total, 1,325 advisers from 819 different firms are included in the guide. As well as being endorsed by at least ten clients, each adviser is a fully verified member of VouchedFor, which means they have been checked against the Financial Conduct Authority Register as well as undergoing checks and ongoing monitoring.
Chartered Institute for Securities & Investment
The Chartered Institute for Securities & Investment (CISI) is the leading professional body for securities, investment, wealth and financial planning professionals. We are proud members of CISI and ensure the highest possible standards at all times.
Financial Conduct Authority
The Financial Conduct Authority (FCA) regulate the financial services industry in the UK. Their aim is to protect consumers, ensure the industry remains stable and promote healthy competition between financial services providers. NorthStar is authorised by the FCA. Our FCA number is 716709. You can view our entry on the FCA Register.
VouchedFor is a leading independent professional rating and review service that allows genuine clients to rate their independent financial adviser. This service helps people to find the very best advisers in their local area through the use of reviews and a star rating system. You can check out our reviews and testimonials on VouchedFor.
Unbiased is the original (and probably best known) directory of independent financial advisers in the UK. Their service is popular with clients looking for advice and provides information as well as reviews of adviser in the proximity of the client. Unbiased are actively engaged in consumer education and stressing the importance of high quality independent financial advice. We have an active listing on Unbiased at all times. You can view our listing on Unbiased.
Federation of Small Businesses
The Federation of Small Business (FSB) was started in 1974. It now boasts over 185,000 members across the UK. The FSB aims to promote local small businesses and provides access to information, training, legal and other services as well as running seminars and regional events. We have been members of the FSB since forming NorthStar.
Statement of Professional Standing
The Financial Conduct Authority (FCA) requires that all retail investment advisers now hold a Statement of Professional Standing (SPS). An SPS can only be issued by an FCA appointed accredited body, such as the CII, and confirms that an adviser has adhered to a code of ethical standards, holds the required qualifications for the activities they undertake and has completed appropriate CPD and complied with APER (Statements of Principle and Code of Practice for Approved Persons). You can view our current SPS in our ‘Document Library’.