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.
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
- 1 hour
- £140 per hour
Prime
£500
upfront then
£50
per month
- Standard
- 2 hours
- 2.5 hours
- Every 18 months
- 2.5 hours
- 2 hours
- £120 per hour
Premier
£900
upfront then
£90
per month
- Comprehensive
- 3 hours
- 3 hours
- Every 12 months
- 3 hours
- 4 hours
- £100 per hour
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 required
- As required
- As required
- As required
- As required
- As required
- As required
- As required
- As required
- As required
- As required
- As required
- As required
- As required
- As required
- As required
- As required
- As required
- N/A
- £225 per hour
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 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 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.
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Book an introductory meeting today
Need more info?
Find out more about financial planning
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