Promotional Documents
NorthStar Company Brochure
Document Format: PDF
Total Pages: 20
File Size: 4.5 MB
Revision: November 2019
NorthStar Promotional Flyer 1
Document Format: PDF
Total Pages: 2
File Size: 1.3 MB
Revision: July 2015
NorthStar Promotional Flyer 2
Document Format: PDF
Total Pages: 2
File Size: 0.7 MB
Revision: July 2015
NorthStar Promotional Flyer 3
Document Format: PDF
Total Pages: 2
File Size: 4.5 MB
Revision: July 2015
NorthStar Promotional Flyer 4
Document Format: PDF
Total Pages: 2
File Size: 1.2 MB
Revision: July 2015
NorthStar Promotional Flyer 5
NorthStar Promotional Flyer 6
NorthStar Auto Enrolment Flyer
NorthStar Promotional Flyer Free Pension Review
NorthStar Financial Planning Service
Document Format: PDF
Total Pages: 4
File Size: 0.4 MB
Revision: January 2019
Please contact us for more information on our promotional documents.
Introductory Documents
An Introduction to NorthStar
Document Format: PDF
Total Pages: 9
File Size: 7.0 MB
Revision: May 2020
NorthStar Client Agreement
Document Format: PDF
Total Pages: 18
File Size: 0.9 MB
Revision: April 2022
NorthStar Data Protection Agreement
Document Format: PDF
Total Pages: 6
File Size: 3.3 MB
Revision: May 2020
Policy Authority Mandate
Document Format: PDF
Total Pages: 1
File Size: 0.1 MB
Revision: May 2022
Brand Identity & Styling Guide
Document Format: PDF
Total Pages: 14
File Size: 6.4 MB
Revision: May 2020
Due Diligence Report for Professional Connections
Document Format: PDF
Total Pages: 20
File Size: 1.3 MB
Revision: March 2022
Please contact us for more information on our introductory documents.
Financial Planner & Professional Accreditation Documents
Chartered Financial Planner: Financial Advice You Can Trust
Document Format: PDF
Total Pages: 6
File Size: 0.2 MB
Revision: November 2014
Financial Planner Profile: James Thompson
Document Format: PDF
Total Pages: 2
File Size: 4.9 MB
Revision: June 2021
Statement of Professional Standing: James Thompson
Document Format: PDF
Total Pages: 1
File Size: 1 MB
Revision: October 2021
CISI Membership Certificate: James Thompson
Document Format: PDF
Total Pages: 1
File Size: 3.4 MB
Revision: May 2016
VouchedFor Certificate of Excellence April 2022: James Thompson
Document Format: PDF
Total Pages: 1
File Size: 0.5 MB
Revision: April 2022
VouchedFor Top Rated Certificate 2022: James Thompson
Document Format: PDF
Total Pages: 1
File Size: 0.4 MB
Revision: April 2021
Please contact us for more information on our financial planner & professional accreditation documents.
Example Client Reports
Financial Planning Questionnaire
Document Format: PDF
Total Pages: 37
File Size: 2.5 MB
Revision: May 2020
Example Investment Risk Assessment
Example Investment Policy Statement
Document Format: PDF
Total Pages: 42
File Size: 6.7 MB
Revision: May 2020
Example Financial Plan
Document Format: PDF
Total Pages: 59
File Size: 13.4 MB
Revision: May 2020
Example Investment Report
Document Format: PDF
Total Pages: 19
File Size: 5.0 MB
Revision: May 2020
Example Retirement Strategy Report
Document Format: PDF
Total Pages: 19
File Size: 4.9 MB
Revision: March 2021
Please contact us for more information on our example client reports.
Investment Documents
Investment Management Process
Document Format: PDF
Total Pages: 75
File Size: 3.8 MB
Revision: February 2022
NorthStar Investment Review & Market Outlook February 2022
Document Format: PDF
Total Pages: 7
File Size: 0.8 MB
Revision: February 2022
True Potential User Guide: Unwrapping Your Investment Needs
Please contact us for more information on our investment documents.
Auto-Enrolment & Workplace Pension Documents
Auto Enrolment on Auto Pilot
Document Format: PDF
Total Pages: 20
File Size: 1.4 MB
Revision: September 2016
Auto Enrolment on Auto Pilot (white paper)
Document Format: PDF
Total Pages: 15
File Size: 0.7 MB
Revision: September 2016
Automatic Enrolment Frequently Asked Questions
Document Format: PDF
Total Pages: 13
File Size: 1.0 MB
Revision: September 2016
Please contact us for more information on our auto-enrolment & workplace pension documents.
Defined Benefit Pension Documents
Defined Benefit Pension Transfer Information
Document Format: PDF
Total Pages: 2
File Size: 0.4 MB
Revision: January 2019
NorthStar Pension Transfer Triage Flowchart
Document Format: PDF
Total Pages: 3
File Size: 5.0 MB
Revision: January 2019
Defined Benefit Pension Transfer Information (Audio)
Format: MP3
Length: 25:33
File Size: 59.9 MB
Recorded: January 2019
Please contact us for more information on our defined benefit pension transfer documents.
Portfolio Factsheets
NorthStar Safety Portfolio Factsheet
Document Format: PDF
Total Pages: 2
File Size: 0.4 MB
Revision: February 2022
NorthStar Defensive Growth Portfolio Factsheet
Document Format: PDF
Total Pages: 2
File Size: 0.4 MB
Revision: February 2022
NorthStar Cautious Growth Portfolio Factsheet
Document Format: PDF
Total Pages: 2
File Size: 0.4 MB
Revision: February 2022
NorthStar Balanced Growth Portfolio Factsheet
Document Format: PDF
Total Pages: 2
File Size: 0.4 MB
Revision: February 2022
NorthStar Dynamic Growth Portfolio Factsheet
Document Format: PDF
Total Pages: 2
File Size: 0.4 MB
Revision: February 2022
NorthStar Adventurous Growth Portfolio Factsheet
Document Format: PDF
Total Pages: 2
File Size: 0.4 MB
Revision: February 2022
Revision: February 2022
NorthStar Ethical Defensive Growth Portfolio Factsheet
Document Format: PDF
Total Pages: 2
File Size: 0.4 MB
Revision: February 2022
NorthStar Ethical Balanced Growth Portfolio Factsheet
Document Format: PDF
Total Pages: 2
File Size: 0.4 MB
Revision: February 2022
NorthStar High Income Portfolio Factsheet
Document Format: PDF
Total Pages: 2
File Size: 0.4 MB
Revision: February 2022
Find out more about the NorthStar portfolio range, our investment philosophy and investment services.
Portfolio Key Investor Information Document (KIID) Packs
NorthStar Safety Portfolio Key Investor Information Document Pack
Document Format: PDF
Total Pages: 30
File Size: 2.2 MB
Revision: February 2022
NorthStar Defensive Growth Portfolio Key Investor Information Document Pack
Document Format: PDF
Total Pages: 56
File Size: 3.3 MB
Revision: February 2022
NorthStar Cautious Growth Portfolio Key Investor Information Document Pack
Document Format: PDF
Total Pages: 60
File Size: 3.7 MB
Revision: February 2022
NorthStar Balanced Growth Key Investor Information Document Pack
Document Format: PDF
Total Pages: 62
File Size: 4.0 MB
Revision: February 2022
NorthStar Dynamic Growth Portfolio Key Investor Information Document Pack
Document Format: PDF
Total Pages: 58
File Size: 3.9 MB
Revision: February 2022
NorthStar Adventurous Growth Portfolio Key Investor Information Document Pack
Document Format: PDF
Total Pages: 48
File Size: 3.5 MB
Revision: February 2022
NorthStar Ethical Defensive Growth Key Investor Information Document Pack
Document Format: PDF
Total Pages: 30
File Size: 1.9 MB
Revision: August 2021
NorthStar Ethical Balanced Growth Key Investor Information Document Pack
Document Format: PDF
Total Pages: 30
File Size: 1 MB
Revision: August 2021
NorthStar High Income Portfolio Key Investor Information Document Pack
Document Format: PDF
Total Pages: 42
File Size: 2.8 MB
Revision: February 2022br]
Find out more about the NorthStar portfolio range, our investment philosophy and investment services.
Financial Guides
A Guide to ISAs 2016/17
Stay on Top of Rising Interest Rates
Document Format: PDF
Total Pages: 4
File Size: 3.3 MB
Revision: November 2014
Planning for Retirement
Document Format: PDF
Total Pages: 4
File Size: 3.5 MB
Revision: May 2014
Guide to ISAs 2014/15
Document Format: PDF
Total Pages: 4
File Size: 4.2 MB
Revision: April 2014
A Guide to Auto-Enrolment & NEST
Document Format: PDF
Total Pages: 2
File Size: 1.7 MB
Revision: March 2014
A Guide to Long-Term Care
Document Format: PDF
Total Pages: 2
File Size: 2.0 MB
Revision: August 2013
The Retail Distribution Review Explained
Document Format: PDF
Total Pages: 2
File Size: 1.3 MB
Revision: June 2013
A Guide to Annuities
A Guide to Diversification
Document Format: PDF
Total Pages: 4
File Size: 3.7 MB
Revision: April 2013
10 Tips on Investing in Tough Times
Document Format: PDF
Total Pages: 2
File Size: 6.1 MB
Revision: November 2012
10 Rules of Successful Investment
Document Format: PDF
Total Pages: 2
File Size: 6.1 MB
Revision: November 2012
10 Reasons to Use a Financial Adviser
Document Format: PDF
Total Pages: 2
File Size: 2.3 MB
Revision: October 2012
Making the Most of Your Savings
Document Format: PDF
Total Pages: 2
File Size: 2.0 MB
Revision: May 2012
Worried About Redundancy?
Document Format: PDF
Total Pages: 2
File Size: 1.6 MB
Revision: May 2012
A Guide to Inheritance Tax
Document Format: PDF
Total Pages: 4
File Size: 5.2 MB
Revision: April 2012
Investing For Children
Document Format: PDF
Total Pages: 4
File Size: 4.6 MB
Revision: May 2012
Recession-Proof Your Portfolio
Document Format: PDF
Total Pages: 2
File Size: 2.0 MB
Revision: April 2012
All financial guides created by Adviser-Hub. A marketing & support tool for UK financial advisers.
KnowlEDGE Digital Magazine Archive
KnowlEDGE Digital Magazine Issue 25: Spring 2022
Document Format: PDF
Total Pages: 24
File Size: 4.7 MB
Revision: March 2022
KnowlEDGE Digital Magazine Issue 24: Winter 2021
Document Format: PDF
Total Pages: 24
File Size: 6.6 MB
Revision: December 2021
KnowlEDGE Digital Magazine Issue 23: Autumn 2021
Document Format: PDF
Total Pages: 24
File Size: 5.4 MB
Revision: October 2021
KnowlEDGE Digital Magazine Issue 22: Summer 2021
Document Format: PDF
Total Pages: 24
File Size: 4.5 MB
Revision: June 2021
KnowlEDGE Digital Magazine Issue 21: Spring 2021
Document Format: PDF
Total Pages: 24
File Size: 3.9 MB
Revision: March 2021
KnowlEDGE Digital Magazine Issue 20: Winter 2020
Document Format: PDF
Total Pages: 24
File Size: 5.3 MB
Revision: December 2020
KnowlEDGE Digital Magazine Issue 19: Autumn 2020
Document Format: PDF
Total Pages: 24
File Size: 4.4 MB
Revision: September 2020
KnowlEDGE Digital Magazine Issue 18: Summer 2020
Document Format: PDF
Total Pages: 24
File Size: 5.1 MB
Revision: June 2020
KnowlEDGE Digital Magazine Issue 17: Spring 2020
Document Format: PDF
Total Pages: 24
File Size: 4.5MB
Revision: March 2020
KnowlEDGE Digital Magazine Issue 16: Winter 2019
Document Format: PDF
Total Pages: 24
File Size: 4.2 MB
Revision: December 2019
KnowlEDGE Digital Magazine Issue 15: Autumn 2019
Document Format: PDF
Total Pages: 24
File Size: 7.1 MB
Revision: September 2019
KnowlEDGE Digital Magazine Issue 14: Summer 2019
Document Format: PDF
Total Pages: 24
File Size: 5.3 MB
Revision: July 2019
KnowlEDGE Digital Magazine Issue 13: Spring 2019
Document Format: PDF
Total Pages: 24
File Size: 3.6 MB
Revision: April 2019
KnowlEDGE Digital Magazine Issue 12: Winter 2017
Document Format: PDF
Total Pages: 24
File Size: 4.7 MB
Revision: December 2017
KnowlEDGE Digital Magazine Issue 11: Autumn 2018
KnowlEDGE Digital Magazine Issue 10: Summer 2018
KnowlEDGE Digital Magazine Issue 9: Spring 2018
Document Format: PDF
Total Pages: 24
File Size: 4.6 MB
Revision: March 2018
KnowlEDGE Digital Magazine Issue 8: Winter 2017
Document Format: PDF
Total Pages: 24
File Size: 4.7 MB
Revision: December 2017
KnowlEDGE Digital Magazine Issue 7: Autumn 2017
Document Format: PDF
Total Pages: 24
File Size: 6.4 MB
Revision: September 2017
KnowlEDGE Digital Magazine Issue 6: Summer 2017
KnowlEDGE Digital Magazine Issue 5: Spring 2017
KnowlEDGE Digital Magazine Issue 4: Winter 2016
KnowlEDGE Digital Magazine Issue 3: Autumn 2016
Document Format: PDF
Total Pages: 24
File Size: 7.5 MB
Revision: September 2016
KnowlEDGE Digital Magazine Issue 2: Summer 2016
KnowlEDGE Digital Magazine Issue 1: Spring 2016
Document Format: PDF
Total Pages: 24
File Size: 6.1 MB
Revision: March 2016
Find our more about KnowlEDGE – our exclusive quarterly digital magazine and subscribe for free to receive future publications.
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.
