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Are you approaching retirement without a real plan in place?

We think everyone should be able to enjoy their retirement after many years of hard work; but too many people have little idea what income their savings and pensions could provide and the best choices to make. Take action now to secure the retirement lifestyle you want with the help of our team of independent chartered financial planners.


Planning Your Retirement

For a lot of people, retirement means stopping work.  To us it means being able to afford the lifestyle you desire without the need to work. A secure, comfortable retirement is everyone’s dream and because we’re living longer we can expect to spend more time in retirement than our parents or grandparents did.

Helping you clarify and define the lifestyle you want in retirement is the first step we can help you with.  The second step is making sure you will have sufficient wealth to afford that lifestyle and we can help you plan for this too.

We often find that because our clients have such busy lives, or just because they have never sat down to really talk about it, there are often no clear retirement goals.  Imagine just for a moment what you would have done today if you didn’t have to work.  What about next week and the month after that?  It can be hard to do this well in advance which is why planning for retirement is an ongoing process. Even if some broad plans can be made, that is a brilliant start.  We will help you do this.

Almost everything we do has a financial implication.  This is one of the most challenging aspects of planning for retirement.  We will work with you to put plans in place so you can have confidence that you can afford to do what you want and that you will not run out of money.  Understanding your finances puts you in control of your time.  Why continue working if you don’t want to and can afford not to?  It sounds simple but many people just don’t have the confidence to make these big decisions.  We will put you in a position where you understand your financial situation and have the confidence to make these important decisions.  We will be with you every step of the way.

Once you get to the point where you want to retire or partially retire we can help plan your income strategy.  You may have a number of assets (such as pensions/ISAs/Unit Trusts/Bonds etc) from which you could take a capital sum or an income.  We can help you plan this in the most tax efficient and appropriate way given your objectives and circumstances at that time.  This makes sure you get the most from your money; be it in tax saved or extra income.  Again this is likely to be an ongoing process as your circumstances and legislation change.  We will be with you every step of the way.

The Benefits of a Comprehensive Retirement Strategy

Having a retirement strategy in place will put you in control of your retirement and help you enjoy the best possible lifestyle for the rest of your life.


Understand Your Retirement Position

We assess all your assets like pensions, savings and investments so you can see your a complete retirement picture. We can then help you simplify your financial position so you are in the best possible shape for retirement.


Make the Very Best Retirement Choices

At the time you retire, it is likely you will be faced with a number of significant financial choices. We can guide you through this process to ensure you make the best decisions and get the best possible results.

Secure a Higher Retirement Income

We can help ensure you get the very highest retirement income possible. Whether this is by using an annuity, drawing from your pensions or simply making sure your investments really deliver, we’ll help maximise your income.


Enjoy Ongoing Financial Certainty

Today, many people are retired for 30 years or more so it’s important to maintain financial certainty over this time. We can meet with you regularly to update your retirement forecast so you can have real certainty over your ongoing financial position.

Why NorthStar Wealth Management?


We are a new breed of financial planning company. A modern, dynamic firm built upon core values of integrity, professionalism, transparency, and innovation. Proud to be completely independent and wholly impartial, we are driven to provide the highest levels of service to our clients.

At NorthStar, we like to do things differently. We don’t focus on selling products and earning commission. We put our clients’ needs first every time. Clear, honest and open financial planning – the way it should be. Committed to bringing a fresh perspective to wealth management, we pair the latest cloud-based technologies with the very best team of chartered financial planners.

A Solution that Fits Your Needs

Bespoke your service and only pay for what you need with our unique range of financial planning and wealth management solutions

Only the Very Best Advice

All our financial planners have been awarded the coveted ‘Chartered Financial Planner’ status – the gold standard financial planning qualification

Market Leading Low Charges

By harnessing the latest technology we can deliver impressive efficiencies meaning you pay much less than with comparable services

Access Your Investments 24/7

View and manage your investments any time, any place, using any device with our client portal – keeping you in total control


Totally Transparent Charges

We are proud to display all our charges upfront on our website and are dedicated to complete charging transparency at all times

Advice Your Way

No mundane meetings and weighty paperwork – we use technology to deliver advice as you want it – face-to-face, phone & virtual online meetings

Book Your Free Introductory Phone Call

An introductory phone call is your way to find out a little about what we do, how we do it and how we can help you. Equally, we can find out a little about you to see if our final salary pension review service is a good fit with your requirements. During the 15-minute phone call you will be able to speak with an experienced financial planner who will be able to give you some initial information and guidance and explain the next steps.

Call or email us today to book your introductory phone call or simply use the meeting sheduler below to book in 60 seconds flat.



Your Retirement Should Be The Happiest Time of Your Life. Make The Most of it With a Comprehensive Retirement Strategy.

Have Questions?

If you have any questions or just want to know a little more about our retirement planning services, please get in touch.

Contact Us

Contact Us

More Info

Head Office Address:
Ocean Village Innovation Centre
Ocean Way
SO14 3JZ

Get directions to the NorthStar head office

Freephone: 0800 6906 247

Skype: nswmuk

Email: info@nswm.co.uk

Twitter: @ns_wm

 Accreditations & Trade Bodies

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