loader image
Select Page

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

Document Format: PDF
Total Pages: 20
File Size: 4.5 MB
Revision: November 2019

View Document

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

Document Format: PDF
Total Pages: 2
File Size: 0.8 MB
Revision: July 2015

 

NorthStar Promotional Flyer 6

Document Format: PDF
Total Pages: 2
File Size: 1.6 MB
Revision: July 2015

 

NorthStar Auto Enrolment Flyer

Document Format: PDF
Total Pages: 2
File Size: 1.7 MB
Revision: April 2015

 

 

NorthStar Promotional Flyer Free Pension Review

Document Format: PDF
Total Pages: 2
File Size: 1.2 MB
Revision: April 2016

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 Cover

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: 20
File Size: 0.9 MB
Revision: October 2020

NorthStar Data Protection Agreement

Document Format: PDF
Total Pages: 6
File Size: 3.3 MB
Revision: May 2020

Policy Authority & Servicing Mandate

Document Format: PDF
Total Pages: 1
File Size: 0.1 MB
Revision: August 2018

Brand Identity Styling Guide Cover

Brand Identity & Styling Guide

Document Format: PDF
Total Pages: 14
File Size: 6.4 MB
Revision: May 2020

Due Diligence Report for Profession Conections thumbnail

Due Diligence Report for Professional Connections

Document Format: PDF
Total Pages: 19
File Size: 6.6 MB
Revision: January 2021

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

Financial Planner Profile: James Thompson

Document Format: PDF
Total Pages: 1
File Size: 4.9 MB
Revision: February 2021

SPS JT Thumbnail

Statement of Professional Standing: James Thompson

Document Format: PDF
Total Pages: 1
File Size: 0.1 MB
Revision: October 2020

CISI Membership Certificate: James Thompson

Document Format: PDF
Total Pages: 1
File Size: 3.4 MB
Revision: May 2016

vouchedfor certificate of excellence winter thumbnail

VouchedFor Certificate of Excellence Winter 2021: James Thompson

Document Format: PDF
Total Pages: 1
File Size: 0.4 MB
Revision: April 2021

VouchedFor Top Rated Certificate 2021: James Thompson

Document Format: PDF
Total Pages: 1
File Size: 0.4 MB
Revision: February 2021

Please contact us for more information on our financial planner & professional accreditation documents.

Example Client Reports

Financial Planning Questionnaire Thumbnail

Financial Planning Questionnaire

Document Format: PDF
Total Pages: 37
File Size: 2.5 MB
Revision: May 2020

Investment Risk Assessment Cover

Example Investment Risk Assessment

Document Format: PDF
Total Pages: 11
File Size: 6.2 MB
Revision: May 2020

Example Investment Policy Statement Cover

Example Investment Policy Statement

Document Format: PDF
Total Pages: 42
File Size: 6.7 MB
Revision: May 2020

Example Retirement Strategy Report Thumbnail

Example Financial Plan

Document Format: PDF
Total Pages: 59
File Size: 13.4 MB
Revision: May 2020

Investment Management Process Thumbnail new

Example Investment Report

Document Format: PDF
Total Pages: 19
File Size: 5.0 MB
Revision: May 2020

Example Retirement Strategy Report Thumbnail

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 Thumbnail new

Investment Management Process

Document Format: PDF
Total Pages: 71
File Size: 3.3 MB
Revision: February 2021

Investment Review Market Outlook February Thumbnail

NorthStar Investment Review & Market Outlook February 2021

Document Format: PDF
Total Pages: 7
File Size: 0.6 MB
Revision: February 2021

True Potential User Guide: Unwrapping Your Investment Needs

Document Format: PDF
Total Pages: 24
File Size: 1.0 MB
Revision: May 2015

View Document

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 February thumbnai

NorthStar Safety Portfolio Factsheet

Document Format: PDF
Total Pages: 2
File Size: 1.4 MB
Revision: February 2021
 
NorthStar Defensive Growth Portfolio Factsheet February thumbnai

NorthStar Defensive Growth Portfolio Factsheet

Document Format: PDF
Total Pages: 2
File Size: 1.4 MB
Revision: February 2021
 
NorthStar Cautious Growth Portfolio Factsheet February thumbnai

NorthStar Cautious Growth Portfolio Factsheet

Document Format: PDF
Total Pages: 2
File Size: 1.4 MB
Revision: February 2021
 
NorthStar Balanced Growth Portfolio Factsheet February thumbnai

NorthStar Balanced Growth Portfolio Factsheet

Document Format: PDF
Total Pages: 2
File Size: 1.4 MB
Revision: February 2021
 
NorthStar Dynamic Growth Portfolio Factsheet February thumbnai

NorthStar Dynamic Growth Portfolio Factsheet

Document Format: PDF
Total Pages: 2
File Size: 1.4 MB
Revision: February 2021
 
NorthStar Adventurous Growth Portfolio Factsheet February thumbnail

NorthStar Adventurous Growth Portfolio Factsheet

Document Format: PDF
Total Pages: 2
File Size: 1.4 MB
Revision: February 2021

NorthStar Ethical Growth Portfolio Factsheet February thumbnai

NorthStar Ethical Growth Portfolio Factsheet

Document Format: PDF
Total Pages: 2
File Size: 1.4 MB
Revision: February 2021
 
NorthStar High Income Portfolio Factsheet February thumbnai

NorthStar High Income Portfolio Factsheet

Document Format: PDF
Total Pages: 2
File Size: 1.4 MB
Revision: February 2021
 

Portfolio Key Investor Information Document (KID) Packs

KIID Pack Front Cover S thumbnail

NorthStar Safety Portfolio Key Investor Information Document Pack

Document Format: PDF
Total Pages: 28
File Size: 6.1 MB
Revision: February 2021
 
KIID Pack Front Cover DG thumbnail

NorthStar Defensive Growth Portfolio Key Investor Information Document Pack

Document Format: PDF
Total Pages: 56
File Size: 6.1 MB
Revision: February 2021
 
KIID Pack Front Cover CG thumbnail

NorthStar Cautious Growth Portfolio Key Investor Information Document Pack

Document Format: PDF
Total Pages: 60
File Size: 4.0 MB
Revision: February 2021
 
KIID Pack Front Cover BG thumbnail

NorthStar Balanced Growth Key Investor Information Document Pack

Document Format: PDF
Total Pages: 62
File Size: 4.4 MB
Revision: February 2021
 
KIID Pack Front Cover DyG thumbnail

NorthStar Dynamic Growth Portfolio Key Investor Information Document Pack

Document Format: PDF
Total Pages: 56
File Size: 4.1 MB
Revision: February 2021
 
KIID Pack Front Cover AG thumbnail

NorthStar Adventurous Growth Portfolio Key Investor Information Document Pack

Document Format: PDF
Total Pages: 46
File Size: 4.5 MB
Revision: February 2021
 
KIID Pack Front Cover EG thumbnail

NorthStar Ethical Growth Key Investor Information Document Pack

Document Format: PDF
Total Pages: 24
File Size: 2.0 MB
Revision: February 2021
 
KIID Pack Front Cover HI thumbnail

NorthStar High Income Portfolio Key Investor Information Document Pack

Document Format: PDF
Total Pages: 42
File Size: 2.9 MB
Revision: February 2021
 

Financial Guides

A Guide to ISAs 2016/17

Document Format: PDF
Total Pages: 4
File Size: 4.2 MB
Revision: May 2016

 

Stay on Top of Rising Interest Rates

Document Format: PDF
Total Pages: 4
File Size: 3.3 MB
Revision: November 2014
 

Grow Your Income

Document Format: PDF
Total Pages: 4
File Size: 4.5 MB
Revision: May 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

Document Format: PDF
Total Pages: 4
File Size: 3.5 MB
Revision: July 2013
 

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
 

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 Magazine Spring Thumbnail

KnowlEDGE Digital Magazine Issue 21: Spring 2021

Document Format: PDF
Total Pages: 24
File Size: 3.9 MB
Revision: March 2021
 
KnowlEDGE Magazine Winter Thumbnail

KnowlEDGE Digital Magazine Issue 20: Winter 2020

Document Format: PDF
Total Pages: 24
File Size: 5.3 MB
Revision: December 2020
 
KnowlEDGE Magazine Autumn Thumbnail

KnowlEDGE Digital Magazine Issue 19: Autumn 2020

Document Format: PDF
Total Pages: 24
File Size: 4.4 MB
Revision: September 2020
 
KnowlEDGE Magazine Summer Thumbnail

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

Document Format: PDF
Total Pages: 24
File Size: 6.2 MB
Revision: September 2018
 
 

KnowlEDGE Digital Magazine Issue 10: Summer 2018

Document Format: PDF
Total Pages: 24
File Size: 4.1 MB
Revision: June 2017
 
 

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

Document Format: PDF
Total Pages: 24
File Size: 7.0 MB
Revision: June 2017
 
 

KnowlEDGE Digital Magazine Issue 5: Spring 2017

Document Format: PDF
Total Pages: 24
File Size: 6.5 MB
Revision: March 2017
 

KnowlEDGE Digital Magazine Issue 4: Winter 2016

Document Format: PDF
Total Pages: 24
File Size: 4.7 MB
Revision: December 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

Document Format: PDF
Total Pages: 24
File Size: 7.3 MB
Revision: June 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.

How healthy are your finances?

Our expert financial planners can assess your financial health and create a bespoke plan to get you in great financial shape. We don’t stop there. We continually monitor your financial position to keep you on track and refine your plan as your needs change.

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.

nschartered
VouchedFor
CISI
FSB
Toprated


We offset our carbon footprint via Ecologi

nschartered
VouchedFor
CISI
FSB
Toprated


We offset our carbon footprint via Ecologi

premade image 20new2

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. 

 

(Great content every week. No spam. Guaranteed.)

Data Protection Policy

Thanks for subscribing to NorthStar Insights. Check your email to confirm your subscription.