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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.

Promotional Documents

NorthStar Company Brochure

Last Updated: July 2015
Format: PDF
Pages: 20

NorthStar Promotional Flyer 1

Last Updated: July 2015
Format: PDF
Pages: 2

NorthStar Promotional Flyer 2

Last Updated: July 2015
Format: PDF
Pages: 2

NorthStar Promotional Flyer 3

Last Updated: July 2015
Format: PDF
Pages: 2

NorthStar Promotional Flyer 4

Last Updated: July 2015
Format: PDF
Pages: 2

NorthStar Promotional Flyer 5

Last Updated: July 2015
Format: PDF
Pages: 2

NorthStar Promotional Flyer 6

Last Updated: July 2015
Format: PDF
Pages: 2

NorthStar Promotional Flyer Auto Enrolment

Last Updated: April 2016
Format: PDF
Pages: 2

NorthStar Promotional Flyer Free Pension Review

Last Updated: April 2016
Format: PDF
Pages: 2

NorthStar Financial Planning Service

Last Updated: January 2019
Format: PDF
Pages: 4

Please contact us for more information on our promotional documents.

Introductory Documents

An Introduction to NorthStar

Last Updated: April 2017
Format: PDF
Pages: 11 

NorthStar Client Agreement

Last Updated: September 2019
Format: PDF
Pages: 18

NorthStar Data & Marketing Agreement

Last Updated: June 2018
Format: PDF
Pages: 7

Policy Authority & Servicing Mandate

Last Updated: August 2018
Format: PDF
Pages: 1

Brand Identity & Styling Guide

Last Updated: February 2019
Format: PDF
Pages: 15
 

Due Diligence Report for Professional Connections

Last Updated: June 2019
Format: PDF
Pages: 20
 
Please contact us for more information on our introductory documents.

Financial Planner & Professional Accreditation Documents

Chartered Financial Planner: Financial Advice You Can Trust

Last Updated: November 2014
Format: PDF
Pages: 6
 

Financial Planner Profile: James Thompson

Last Updated: June 2019
Format: PDF
Pages: 1 
 

Statement of Professional Standing: James Thompson

Last Updated: October 2019
Format: PDF
Pages: 1
 

CISI Membership Certificate: James Thompson

Last Updated: May 2016
Format: PDF
Pages: 1 
 

VouchedFor Certificate of Excellence Autumn 2019: James Thompson

Last Updated: January 2020
Format: PDF
Pages: 1
 

VouchedFor Top Rated Certificate 2020: James Thompson

Last Updated: March 2020
Format: PDF
Pages: 1
 
Please contact us for more information on our financial planner & professional accreditation documents.

Example Client Reports

Financial Planning Questionnaire

Last Updated: February 2019
Format: PDF
Pages: 37
 

Example Investment Risk Assessment

Last Updated: August 2016
Format: PDF
Pages: 14
 

Example Investment Policy Statement

Last Updated: November 2016
Format: PDF

Pages: 42
 

Example Financial Plan

Last Updated: December 2018
Format: PDF
Pages: 61
 

Example Retirement Income Strategy Report

Last Updated: September 2017
Format: PDF
Pages: 16
 
Please contact us for more information on our example client reports.

Investment Documents

Investment Management Process

Last Updated: February 2020
Format: PDF
Pages: 81
 

NorthStar Investment Review & Market Outlook February 2020

Last Updated: February 2020
Format: PDF
Pages: 9
 

True Potential User Guide: Unwrapping Your Investment Needs

Last Updated: May 2015
Format: PDF

Pages: 24
 

Please contact us for more information on our investment documents.

Auto-Enrolment & Workplace Pension Documents

Auto Enrolment on Auto Pilot

Last Updated: September 2016
Format: PDF
Pages: 20
 

Auto Enrolment on Auto Pilot (white paper)

Last Updated: September 2016
Format: PDF
Pages: 15
 

Automatic Enrolment Frequently Asked Questions

Last Updated: September 2016
Format: PDF
Pages: 13
 
Please contact us for more information on our auto-enrolment & workplace pension documents.

Defined Benefit Pension Documents

Defined Benefit Pension Transfer Information

Last Updated: January 2019
Format: PDF
Pages: 2
 

NorthStar Pension Transfer Triage Flowchart

Last Updated: January 2019
Format: PDF
Pages: 3
 

Defined Benefit Pension Transfer Information (Audio)

Last Updated: January 2019
Format: MP3
Length: 25:33

Please contact us for more information on our defined benefit pension transfer documents.

Portfolio Factsheets

NorthStar Safety Portfolio Factsheet

Last Updated: February 2020
Format: PDF
Pages: 2
 

NorthStar Defensive Growth Portfolio Factsheet

Last Updated: February 2020
Format: PDF
Pages: 2
 

NorthStar Cautious Growth Portfolio Factsheet

Last Updated: February 2020
Format: PDF
Pages: 2
 

NorthStar Balanced Growth Portfolio Factsheet

Last Updated: February 2020
Format: PDF
Pages: 2
 

NorthStar Dynamic Growth Portfolio Factsheet

Last Updated: February 2020
Format: PDF
Pages: 2
 

NorthStar Adventurous Growth Portfolio Factsheet

Last Updated: February 2020
Format: PDF
Pages: 2
 

NorthStar Ethical Growth Portfolio Factsheet

Last Updated: February 2020
Format: PDF
Pages: 2
 

NorthStar Defensive Income Portfolio

Last Updated: February 2020
Format: PDF
Pages: 2
 

NorthStar Balanced Income Portfolio Factsheet

Last Updated: February 2020
Format: PDF
Pages: 2
 

NorthStar High Income Portfolio Factsheet

Last Updated: February 2020
Format: PDF
Pages: 2
 

NorthStar Ethical Income Portfolio Factsheet

Last Updated: February 2020
Format: PDF
Pages: 2
 
Find out more about the NorthStar portfolio range, our investment philosophy and investment services.

Portfolio Key Information Document (KID) Packs

NorthStar Safety Portfolio Key Information Document Pack

Last Updated: February 2020
Format: PDF
Pages: 25
 

NorthStar Defensive Growth Portfolio Key Information Document Pack

Last Updated: February 2020
Format: PDF
Pages: 53
 

NorthStar Cautious Growth Portfolio Key Information Document Pack

Last Updated: February 2020
Format: PDF
Pages: 57
 

NorthStar Balanced Growth Key Information Document Pack

Last Updated: February 2020
Format: PDF
Pages: 59
 

NorthStar Dynamic Growth Portfolio Key Information Document Pack

Last Updated: February 2020
Format: PDF
Pages: 53
 

NorthStar Adventurous Growth Portfolio Key Information Document Pack

Last Updated: February 2020
Format: PDF
Pages: 43
 

NorthStar Ethical Growth Key Information Document Pack

Last Updated: February 2020
Format: PDF
Pages: 23
 

NorthStar Defensive Income Portfolio Key Information Document Pack

Last Updated: February 2020
Format: PDF
Pages: 49
 

NorthStar Balanced Income Portfolio Key Information Pack

Last Updated: February 2020​
Format: PDF
Pages: 49
 

NorthStar High Income Portfolio Key Information Document Pack

Last Updated: February 2020
Format: PDF
Pages: 41
 

NorthStar Ethical Income Portfolio Key Information Document Pack

Last Updated: February 2020
Format: PDF
Pages: 23
 
Find out more about the NorthStar portfolio range, our investment philosophy and investment services.

Financial Guides

A Guide to ISAs 2016/17

Published: May 2016
Format: PDF
Pages: 4
 

Stay on Top of Rising Interest Rates

Published: November 2014
Format: PDF
Pages: 4
 

Grow Your Income

Published: May 2014
Format: PDF

Pages: 4
 

Planning for Retirement

Published: May 2014
Format: PDF

Pages: 4
 

Guide to ISAs 2014/15

Published: April 2014
Format: PDF

Pages: 4
 

A Guide to Auto-Enrolment & NEST

Published: March 2014
Format: PDF

Pages: 2
 

A Guide to Long-Term Care

Published: August 2013
Format: PDF

Pages: 2
 

The Retail Distribution Review Explained

Published: July 2013
Format: PDF
Pages: 2
 

A Guide to Annuities

Published: July 2013
Format: PDF

Pages: 4
 

A Guide to Diversification

Published: April 2013
Format: PDF

Pages: 4
 

10 Tips on Investing in Tough Times

Published: November 2012
Format: PDF

Pages: 2
 

10 Rules of Successful Investment

Published: November 2012
Format: PDF

Pages: 2
 

10 Reasons to Use a Financial Adviser

Published: October 2012
Format: PDF

Pages: 2
 

Making the Most of Your Savings

Published: May 2012
Format: PDF

Pages: 2
 

Worried About Redundancy?

Published: May 2012
Format: PDF

Pages: 2


 

A Guide to Inheritance Tax

Published: April 2012
Format: PDF

Pages: 4
 

Investing for Children

Published: April 2012
Format: PDF

Pages: 4
 

Recession-Proof Your Portfolio

Published: April 2012
Format: PDF

Pages: 2
 

Protecting Your Income

Published: April 2012
Format: PDF

Pages: 4
 

All financial guides created by Adviser-Hub. A marketing & support tool for UK financial advisers.

KnowlEDGE Digital Magazine Archive

KnowlEDGE Digital Magazine Edition 16: Winter 2019

Published: December 2019
Format: PDF
Pages: 24 
 

KnowlEDGE Digital Magazine Edition 15: Autumn 2019

Published: September 2019
Format: PDF
Pages: 24 
 

KnowlEDGE Digital Magazine Edition 14: Summer 2019

Published: July 2019
Format: PDF
Pages: 24 
 

KnowlEDGE Digital Magazine Edition 13: Spring 2019

Published: April 2019
Format: PDF
Pages: 24 
 

KnowlEDGE Digital Magazine Edition 12: Winter 2018

Published: December 2018
Format: PDF
Pages: 24 
 

KnowlEDGE Digital Magazine Edition 11: Autumn 2018

Published: September 2018
Format: PDF
Pages: 24 
 

KnowlEDGE Digital Magazine Edition 10: Summer 2018

Published: June 2018
Format: PDF
Pages: 24 
 

KnowlEDGE Digital Magazine Edition 9: Spring 2018

Published: March 2018
Format: PDF
Pages: 24 
 

KnowlEDGE Digital Magazine Edition 8: Winter 2017

Published: December 2017
Format: PDF
Pages: 24 
 

KnowlEDGE Digital Magazine Edition 7: Autumn 2017

Published: September 2017
Format: PDF
Pages: 24 
 

KnowlEDGE Digital Magazine Edition 6: Summer 2017

Last Updated: June 2017
Format: PDF
Pages: 24
 

KnowlEDGE Digital Magazine Edition 5: Spring 2017

Last Updated: March 2017
Format: PDF
Pages: 24
 

KnowlEDGE Digital Magazine Edition 4: Winter 2016

Last Updated: December 2016
Format: PDF
Pages: 24
 

KnowlEDGE Digital Magazine Edition 3: Autumn 2016

Last Updated: September 2016
Format: PDF
Pages: 24
 

KnowlEDGE Digital Magazine Edition 2: Summer 2016

Last Updated: June 2016
Format: PDF
Pages: 24
 

KnowlEDGE Digital Magazine Edition 1: Spring 2016

Last Updated: March 2016
Format: PDF
Pages: 24
 
Find our more about KnowlEDGE – our exclusive quarterly digital magazine and subscribe for free to receive future publications.

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 Accreditations & Trade Bodies

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