Book an Introductory Meeting with a NorthStar Financial Planner
We think it’s important that you feel comfortable before committing to any financial service. We pride ourselves in working with our clients for the long-term by building, fostering and growing a relationship of trust with every client we work with.
Our introductory meeting may be the first step of a long journey working together and we see it as a critical part of our process. It’s 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 services are a good fit with your requirements.
Introductory meetings are usually done via the phone or as virtual online meetings but can you can meet with us in person if you are geographically close to our head office. We offer our introductory completely at our expense and we are absolutely clear – there is no obligation to take up our services. If you don’t like what we have to say or don’t think we can help you, it really is no problem.
During the meeting, you will be able to speak with an experienced financial planner who will be able to give you some initial information and guidance about any pressing financial concerns you may have and can answer any questions about NorthStar that you may want answered.
If you like what we have to say and we think we can help you achieve your financial goals, we’ll welcome you as a NorthStar client.
Don’t delay – book your introductory meeting using the form below in 60 seconds flat. Alternatively contact us and we’ll book in your consultation.
The value of investments and pensions and the income from them can fluctuate and investors may not get back the full amount invested. Past performance is not necessarily a guide to future performance. Please contact us for more information on our range of investment and pension portfolios. The Financial Conduct Authority (FCA) does not regulate trust advice, tax advice, financial planning services, some forms of inheritance tax planning or will writing services. Long-term care and equity release advice provided by selected third-parties. These services are not provided by NorthStar directly.
Contact us for More Information
If you have any questions or comments or just want to know a little more about whether our range of services are right for you, please contact us using the form below and we’ll get right back to you.
To contact the NorthStar team regarding any matter, please use the form on this page. Alternatively, please email us using firstname.lastname@example.org. A member of the team will respond within 24 hours to all enquiries.
NorthStar Head Office Address: Ocean Village Innovation Centre, Ocean Way, Southampton, Hampshire, SO14 3JZ
Get directions to the NorthStar head office
Freephone: 0800 6906 247
Virtual Online Meeting Room: appear.in/nswm
Business Hours: 9am - 5pm (M-F)