Client Feedback & TestimonialsWe love to hear what our clients think of our services and value every bit of feedback we receive
If you are a NorthStar client, you can provide your feedback and testimonials.
Please also see our client satisfaction ratings.
Average NorthStar Rating
"James was very clear and concise with his questions, and made me feel at ease. I feel confident that he will be able to support me with a plan to achieve my financial goals"
"Well prepared, thorough and knowledgeable."
"James's advice and knowledge helped me reach a decision about my future financial provision - an area fraught with potential difficulties and open to abuse. I felt his impartial advice helped me see things in the right way."
"James was very clear in his explanations, and very friendly and professional in his approach. A very positive meeting."
"James was very professional and clearly well informed."
"Responsive, thorough - great experience - would recommend."
"We have seen our investment grow and appreciated regular contact and investment reviews."
"James is very approachable and professional and meetings are conducted in a relaxed manner."
"We have found James to be a friendly, courteous, well-prepared and knowledgeable adviser. He has listened to our circumstances and aspirations for our retirement, and has implemented an investment strategy that is still managing to make headway despite the currently challenging financial climate… We would definitely recommend his services to others."
"James is very knowledgeable and patient, explaining fully what the choices might be. He doesn't pressurise you to make instant decisions. The company is transparent with their fees, which are lower than many other companies, but it does not take away from the excellent service."
"The service and knowledge received from Northstar is very well explained & has been easy to understand."
"Very professional company, would not hesitate to recommend James & NorthStar."
"I was apprehensive to start with but was surprised by how straightforward the process was... James has kept in touch and talked me through the queries I had. I feel confident and relaxed knowing he will always be there to help…. and put my mind at ease knowing I can achieve my goal."
"James has completed a discovery meeting with me so far for advice on my defined benefits pension. Very professional, calm and friendly which made me feel at ease with our telephone meeting. He fully explained what I need to provide, how the process works and gave a clear understanding of the charging structure."
"NorthStar have provided an excellent service for my financial requirements. They communicate on a regular basis with current financial news and trends as well as providing regular reviews of my investments and requirements. I can highly recommend NorthStar."
"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."
"As with my 1st visit, James has acted in a professional manner explaining things in a way I understand and has been in contact throughout which has given me peace of mind."
"NorthStar offer a lot of information about the investment I have made. This is reassuring for me because I feel you are being transparent about your processes. Your team are professional and approachable - an ideal combination for financial services."
"It's early days for my investment but happy with progress it is making. Regular email updates always gratefully received. I know you're at the end of the phone should I have any queries."
"I went to NorthStar wanting to set up an investment portfolio, on my retirement, three years ago. I was pleased with the openness of the fee structure - you know exactly what the fees are beforehand (very reasonable) & James spent time with me discussing my needs. My portfolio has performed far better than I had expected & NorthStar are helpful & communicate well, keeping me informed about my investments. I have no hesitation in continuing to use the company & would also recommend them to others."
"I wanted to set up a new investment ISA and I needed advice and ongoing investment oversight. James took time to consider my circumstances and recommended a good ISA product and a specific portfolio of funds. My portfolio is up strongly since I first invested and I get regular investment updates and other useful communications from NorthStar. [James] has done a great job."
"James Thompson was very helpful and professional. He explained in terms that we could understand and continues to do so. We continue to receive helpful advice whenever we need it and we receive updates and ongoing information. Nothing is too much trouble. We are very pleased with the financial advice we received and it has enabled us both to retire and live comfortable. We are very pleased and would highly recommend the advice we have received from James."
"As I like to keep on top of my investments and pensions with current events, trends etc, to ensure good returns. I turn to NorthStar for advice. I am very pleased with James Thompson and Northstar for both advice and running my investments and pensions. James Thompson and NorthStar are always available for discussion, the company send out regular up dates on current financial trends and products. I am more than happy with them."
"The meeting today was everything I expected and all done in the best professional way. Thank you."
"I feel the second meeting with James Thompson was very well structured. He explained the strategy regarding my pension in a clear and logical way. He was happy to answer any questions and go over any points again."
"James gave me very good advice on how to consolidate and invest my pensions to achieve my goals. The advice was detailed and very competitive. I left the initial meeting feeling confident I had found the right financial adviser and have been happy with results so far. I had seen a number of financial advisers before seeing James."
"I required assistance in moving a pension to a more suitable home and setting up a regular investment for my son. James provided clarity on the range of options available, advised how best to achieve my goals [and did] a very thorough job."
"NorthStar have proved to be an excellent Wealth Management company. They provide regular updates on current issues that do and could affect personal finances, are always available and return communications quickly. We have been very pleased with NorthStar and highly recommend them."
"As always James was very professional and made it easy and comfortable to discuss our investments. [We] were happy with James's proposals and look forward to a better year under the watchful eye of NorthStar."
"Met with James for an initial discussion and found him to be courteous, impartial, knowledgeable but more importantly he listened to what I needed and gave solid advice on making the most out of my current circumstances without pressuring me to sign up. Thoroughly recommend their service."
"James did a full analysis of my existing pensions, took time to understand my goals and constraints and clearly explained the benefits of my existing pension providers compared to the new, proposed provider. He is clearly very knowledgeable and diligent."
"Excellent advice and responsiveness. Thank you."
"[NorthStar provided advice on] consolidation of various pension plans… Everything was explained clearly and all happened as discussed. "
"Excellent service. Like the professional approach of NorthStar. They give you detailed information on the services you are looking for and do not push for any products or options they provide. They let you make an informed decision. Very impressed with their style of working. Would highly recommend their services."
"James very clearly set out the options open to me to enable me to choose the best option for my circumstances. He took time to explain anything I didn't understand... This is the beginning of the journey but I feel confident that James' advice has started me on the right path to make my money work for me in retirement."
"James was brilliant. He asked me enough questions to help me decide where to invest my money to give me a safe but reliable source of income... The results are better than I expected, so thank you James! Keep making my hard earned money work for me….I am delighted with the service given & would highly recommend NorthStar."
"[James] advised me on a safe way to invest modest amounts for a greater return than banks can offer...I have achieved what I was hoping for with my modest investment and in the near future will be adding to it….he was patient and very understanding."
"James went through all my current pensions, capital and income. Provided extensive reports on my current situation and how to improve it to reach my desired pension income... His level of expertise and detail were exceptional. Any questions always answered thoroughly."
"Good meeting today with James who was very informative and everything was clearly explained."
"James has been very helpful. His professionalism and friendliness have been fantastic. His advice was spot on and I'm very happy with his recommendations."
"James Thompson made all of our investments and pension advice easier to understand and was happy to go over some parts again and answered all of our questions making it less stressful, all in all a very professional experience."
"Looking forward to our next meeting to see what James comes up with."
"A very good, enjoyable and profitable meeting, thank you very much."
"As before, a very professional approach to my wife and I, James made all aspects of our investment clear and was happy to go over some parts of our investment again."
"I was very impressed by the service provided by James and the advice given and hopefully the recommended advice on my portfolio will be successful."
"James gave me clear advice and listened to my needs. I would recommend him and NorthStar as a professional business that made the other financial advisors I saw seem like second hand car dealers expecting a huge fee for little work. Thank you NorthStar and James."
"I have found NorthStar advisers to be very friendly and they explained everything in plain English. They will explain anything as many times as you need them to and they do not make you feel silly for asking again. I just want to say a very big thank you to the team."
"[I was looking for] a better deal than the banks & other building societies. I have made more than four times the income by using James this year compared to a building society or ISA or bank... James is so helpful & explains everything."
"My feedback is simple - James was polite, courteous, informed and informative. I felt I could trust him personally, and feel optimistic with regard to his judgement."
"We were given advice in a language we could understand and relate to."
"Friendly, efficient, professional service."
"I was drawn to NorthStar by your professional website having not previously encountered the name. James was friendly & professional which was the reason for selecting your service over a competing advisor. I now look forward to achieving a mutually profitable relationship."
"The gentleman called me at exactly the time agreed - very good. The gentleman immediately established that I am a Brit living in Bahrain. He therefore advised me that as I was outside the UK he was unable to help me due to FCA rules - very good. He did not waste my time."
"First class service. Being updated weekly via email was very useful, it saved on phone calls to find out information, I knew exactly what stage the project was at. I never had to chase up James, he always responded very quickly to any queries I had. James provided an excellent service and I was very impressed."
"Bit difficult to assess value for money at this stage; similarly with objectives. In terms of customer service I would only give top marks. The advisor was friendly, professional and most important of all, not for one minute condescending. Having seen another advisor once before and not taken it further I can make some comparison."
"Very impressed with the service and documentation presented by James. Also, the recommendations seem to be in line with our requirements."
"Great meeting. Good explanation and everything explained clearly. So refreshing not to have a car sales style first meeting. Thank you."
"Good meeting. James is very knowledgeable, gives clear explanations and is very patient. Thanks for helping and I hope we can move forward."
"It took a long time to finally implement everything and it meant that [we] had to rush to get everything done."
"The NorthStar team was very friendly and professional throughout the whole process. I was very impressed with the high level of communication and regular updates I received. Have already highly recommended NorthStar and will use them again in the future."
"I was very impressed by the approach and quality of the work and advice given. I will continue to maintain contact with the company."
"It was a pleasure to meet James to review our requirements, it was very helpful and informative and we look forward to further discussions with him."
"A very thorough and professional meeting."
"I had a good meeting today with James. He made the meeting very easy. He explained everything to me in plain English and in a way I could understand. I have every faith he will point me in the right direction with my pension."
"The meeting was excellent and everything was clearly explained. James understood my goals and concerns and I was confident that these will be well considered in any recommendations he makes."
"Early days but so far so good. Have already recommended NorthStar to friends."
"All that I could have wished for. Regular updates on progress were greatly appreciated."
"Very pleased with the service I have had."
"I knew what I wanted to achieve but had no idea how to go about it! James came and sat down with me, assessed my needs and my current situation and then explained all of my options to achieve what I set out to do. It is now all done and it was painless! I would recommend to anyone."
"NorthStar has been wonderful. Our financial advisor has very good communication skills and seems extremely knowledgeable."
"James from NorthStar has been very helpful in providing me with financial planning advice in a friendly & professional manner. I have acted upon his advice & am very happy with the products he recommended. He certainly knows his stuff."
"The service provided by NorthStar's adviser was done in a very professional and friendly way."
"The service provided by NorthStar was excellent. I wanted to review the performance of an old pension fund. James was very approachable, explained all my options very clearly and I felt confident that he fully understood my objectives. I received regular progress updates and was pleased with the outcome, which has seen my pension moved online with lower annual fees and a projected higher return. I would definitely recommend NorthStar and James Thompson for any financial advice you might need."
"I would like to say that after two meetings I have been impressed with the service. James Thompson explained our financial strategy in easy to understand terminology and we now look forward to further discussions to achieve our objectives in the future."
"Excellent service with some very good ideas and well put over."
"I found the advice that NorthStar gave to be very helpful. It covered all the necessary points and demonstrated a good working knowledge. Following the work carried out by NorthStar, I now have the confidence to retire, knowing that my pensions and investments are being proactively managed. I have a real understanding of my financial position and a strategy for my retirement. I would recommend NorthStar to others without hesitation."
"NorthStar have been extremely informative throughout the whole process looking in detail at my finances, looking at ways to save and I have happily invested money on their wise advice. I feel confident in their abilities and look forward to seeing the progress moving forward."
"NorthStar were very helpful in guiding us through the auto enrolment process. I wouldn't hesitate to recommend them."
"Very impressed with the warm, professional service. Everything from the personal contact to all the literature and website has been of the very highest standard. Will be recommending your company to friends & family."
“ Your future is always more valuable than today, the sooner you realise that the better. ”
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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.