Financial Planning Charges
At NorthStar, we have a commitment to providing clear and simple charges for all our services. When you subscribe to our financial planning services, you will always know how much you will be charged and can be confident that you will be paying some of the most competitive rates around.
Our financial planning service has an upfront cost followed by a monthly charge depending on the level of service required. The upfront cost covers a number of meetings we will have with you to really understand your life, your objectives and goals and your hopes for the future. Once we really know you well, we start working on a comprehensive financial plan for you as well as addressing any pressing financial needs you may have. A NorthStar financial planner will present this to you and explain and discuss the plan we have created.
Our ongoing services adapt to your needs. You will receive a full review of your financial plan on a regular basis to ensure it is kept right up-to-date. Beyond this, your NorthStar financial planner is on hand to provide you with anything you need. As your life progresses, whatever financial challenges or opportunities you encounter, your planner will be available to help you with this. Whether this involves investment planning, retirement issues, your business, planning for your older age, protecting your family or any other financial matter, we’ll help you put a plan in place to get what you really want form life.
The features and charges of our financial planning services are summarised below:
choose your plan
- Financial review frequency
- Goal planning
- Financial forecasting
- Disaster planning
- Financial organisation & budgeting
- Emergency fund
- Financial protection
- Tax planning
- Saving & investment planning
- Property planning
- Retirement planning
- Debt management
- Older age & estate planning
- Family financial planning
Standard
£950
upfront plus
£50
per month
- Every 24 months
Plus
£950
upfront plus
£95
per month
- Every 12 months
Complete Flexibility
Remember that you can start or stop any of our financial planning services at any time and that you are free to switch between the different services as you wish. We never tie you into any form of contract with us – just pay month-to-month for as long as you need our financial planning services. Don’t worry if you are unsure which service would suit you best. You can discuss your requirements during your introductory phone call where a NorthStar financial planner can help you work our which service is right for you.
Find out More About Our Other Charges
Our commitment on charges
At NorthStar, we’re committed to providing clear and simple charges for all our services.
We believe in total transparency so you’ll always know what you will pay.
No hidden charges, no additional fees, no nasty surprises – that’s a promise.
Awards, Accreditations & Trade Associations
At NorthStar, 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 financial services professional trade associations.
