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Introductory Meeting

Book a 15-minute phone call or virtual online meeting with a NorthStar financial planner.  You get to know us, we get to know you. No obligation, no catch.

Book An Introductory Meeting

We think it’s important that you feel comfortable before committing to any financial service. We pride ourselves in working with our clients for the long-term by building, fostering and growing a relationship of trust with every client we work with.

An introductory meeting may be the first step of a long journey working together and we see it as a critical step in our process. It’s your way to find out a little about what we do, how we do it and how we can help you. Equally, we can find out a little about you to see if our services are a good fit with your requirements.

Introductory meetings are usually done via the phone or as virtual online meetings but can you can meet with us in person if you are geographically close to our offices. We offer all introductory meetings completely at our expense and we are absolutely clear – there is no obligation to take up our services. If you don’t like what we have to say or don’t think we can help you, it really is no problem.

During the meeting, you will be able to speak with an experienced financial planner who will be able to give you some initial information and guidance about any pressing financial concerns you may have and can answer any questions about NorthStar that you may want answered.

If you like what we have to say and we think we can help you achieve your financial goals, we’ll welcome you as a NorthStar client.

Don’t delay – book anintroductory meeting today. Use the form below and follow the steps to book in 60 seconds flat. Alternatively contact us and we’ll book in your consultation.
 
 
 
 

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