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A collection of great resources to help you make the most of your money. Available any time you need them, all our resources are completely free to use.

Client Login

Login to the client portal here. The client portal allows you to see your complete financial position in one place, 24 hours a day, 7 days a week – on any device.

Document Library

The NorthStar document library includes our complete range of publications to view and download. The document library is regularly updated to include our latest publications.

Schedule Meeting

Book a meeting with a NorthStar financial planner online. Our meeting scheduler is the fastest, most convenient way to book your meeting with NorthStar.

Give Your Feedback

Let us know what you think about the service you receive from NorthStar. We value all feedback and use it to continually refine and improve the services we deliver.

Recommend a Friend

If you love the services we provide, maybe your friends, family or colleagues would too. Refer them to us and you could receive a free gift with our compliments.

Jargon Buster

A complete A-Z guide of financial terms and acronyms to help you better understand the world of finance and make the most of your money.

Tax Tables

A quick guide to some of the main UK tax rates. Handy when you need to know the tax facts.

Market Data

The latest live market data and financial charts. Keep track of the stock markets, currencies and commodities prices every minute of every day.

Useful Websites

Links to a number of important and useful financial websites to help you better understand your money and the world of finance.

Client Agreement

This agreement sets out the basis on which NorthStar will conduct business with you.

Data Protection Agreement

This agreement sets out the NorthStar data protection procedures.

Policy Authority & Servicing Mandate

Complete this form to grant NorthStar access to your policy information.

Proud to be different

At NorthStar, we like to do things differently. We don’t focus on selling products and earning commission. We put your needs first every time. Clear, honest and open financial planning – the way it should be.

Awards, Accreditations & Trade Associations

At NorthStar, 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 financial services professional trade associations.

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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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