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They say that the best things in life are free. That’s why we love to provide a range of free tools, services and gifts to help you better understand and make the most of your money.

Financial Fitness Test

Take our unique 10-minute Financial Fitness Test to see what kind of financial shape you are really in. Get your result grade instantly and see what steps to take next.

Financial Guides

Our series of financial guides will help you make the most of you money. We cover a range of financial topics including investing, taxation, protection, ISAs, pensions and much more.

Download App

Download the award-winning app from True Potential and discover the benefits of 24/7 access to your complete financial picture.

Special Offers

Check out 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.

Personal Portfolio Builder

Discover the optimal way to invest your money with a personalised investment portfolio based on your specific requirements in under 5 minutes flat. Get Started.

KnowlEDGE Digital Magazine

KnowlEDGE  is our exclusive quarterly digital magazine. It’s a free resource to help you stay right up-do-date with the latest financial news and developments.

Competitions & Giveaways

We love to run competitions and give stuff away. Check out our latest competitions and giveaways where you will find our current competition.

Introductory Phone Call

Book your 15-minute introductory phone call with a NorthStar financial planner to get started. Book online in 60 seconds flat. No cost, no obligation, no catch.

NorthStar Insights Email

Sign up for our free email newsletter, helping you stay right up-to-date with the latest financial news and developments.

Driving down the cost of quality financial planning

We are committed to using the latest technology to provide our clients with an unrivalled level of service. Our use of these cutting-edge technologies also allows us to continually drive down our charges as we become ever more efficient and streamlined.

Awards, Accreditations & Trade Associations

NorthStar is proud to be members of the leading financial planning trade associations. Through a continued commitment to work to the highest professional standards and deliver real value to all clients, our work has been recognised with a number of awards and professional accreditations.

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We offset our carbon footprint via Ecologi

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We offset our carbon footprint via Ecologi

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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. 


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