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Financial Planning Charges

We believe that a great financial plan lies at the root of all successful decision making. It will provide you with clarity, certainty and security to ensure you can achieve your goals and live the life you really want.

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.

We have four financial planning services to satisfy all needs:

Core

Our basic financial planning service is perfect for those with simple financial affairs or those on a budget. Core provides exceptional financial planning without the price tag.
 

Prime

Our most popular service, Prime is a great choice for most people. Prime includes a great range of quality financial planning services and is suitable for people with typical planning needs.

Premier

For those with more complex finances or those with significant financial planning needs, Premier is the perfect choice. This is our premium service that delivers great results.
 

Access

For those who don’t need regular financial reviews, Access is the right choice. There are no monthly charges, just pay-as-you-go whenever you need financial advice.

Each 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 your really want form life.
 
For those that only need ad-hoc financial planning, Access is a great choice. With no upfront charges and no monthly fees, you simply pay for advice as and when you need it.
 
The features and charges of our financial planning services are summarised below:
 
 

  • choose your plan

  • Financial plan type
  • Discovery meeting
  • Financial strategy meeting
  • Financial review frequency
  • Financial review meeting
  • Lifestyle planning
  • Cashflow forecasting
  • Financial organisation
  • Budgeting
  • Emergency fund
  • Financial protection
  • Tax planning
  • Saving & investment planning
  • Property Planning
  • Retirement planning
  • Debt management
  • Older age & estate planning
  • Career management
  • Family financial planning
  • Spending Analysis
  • Philanthropy & charitable giving
  • Business financial planning
  • Financial education
  • Annual additional planning time
  • Further planning time (if required)
  • 24/7 access to client portal
  • KnowlEDGE digital magazine
  • Core

  • £300

    upfront then

    £30

    per month

  • Basic
  • 1.5 hours
  • 2 hours
  • Every 24 months
  • 2 hours
  • yes
  • no
  • yes
  • yes
  • yes
  • yes
  • no
  • yes
  • no
  • yes
  • no
  • no
  • no
  • no
  • yes
  • no
  • no
  • yes
  • 1 hour
  • £140 per hour
  • yes
  • yes
  • Prime

  • £500

    upfront then

    £50

    per month

  • Standard
  • 2 hours
  • 2.5 hours
  • Every 18 months
  • 2.5 hours
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • no
  • no
  • yes
  • no
  • no
  • yes
  • 2 hours
  • £120 per hour
  • yes
  • yes
  • Premier

  • £900

    upfront then

    £90

    per month

  • Comprehensive
  • 3 hours
  • 3 hours
  • Every 12 months
  • 3 hours
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • 4 hours
  • £100 per hour
  • yes
  • yes
  • Access

  • Only pay for what you need. No upfront or monthly charges

    £0

    (pay as you go)

    £0

    (pay as you go)

  • Any financial plan type can be selected if required, with a price determined at outset(variable)
  • Discovery meeting can be any length with an explicit fee of £225 charged per hour(variable)
  • Financial strategy meeting can be any length with an explicit fee of £225 charged per hour(variable)
  • Any financial review frequency (or ad-hoc reviews) can be selected with an explicit fee of £225 charged per hourN/A
  • Financial review meeting can be any length with an explicit fee of £225 charged per hour(variable)
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • As requiredyes
  • N/A
  • £225 per hour
  • no
  • yes

NorthStar clients get more but pay less

Our clients enjoy better returns, better advice and a better level of service.
We deliver all this at a lower price than many of our competitors.
Find out more about our commitment to drive down charges and how we’re going about it.

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 free introductory meeting 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 to clear, fair and transparent charges means you will always know how much you will pay before agreeing to any of our services. Find out more about our charges for other services: 
  

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.

How good would it make you feel?

We help our clients ensure they never run out of money and will always be financially secure – no matter what happens. That’s the power of proper financial planning.

Ready to go?

Book your free introductory meeting today

Need more info?

Find out more about financial planning

Want to chat?

Talk to us to discover how we can help

 Accreditations & Trade Bodies

Financial Planning Charges ultima modifica: 2014-07-06T21:42:24+00:00 da NorthStar Admin

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