Advice Your Way
We believe in giving our clients great advice, not trying to sell them the latest financial product. We also think every client should be able to get great financial advice just the way they want it – face-to-face, by phone or virtual online meeting.
A Flexible Communication Approach
We meet with you in person at our office, your home or place of work (all subject to the location and distance from NorthStar HQ) at a specific time and place as required.
Telephone meetings are booked into a specific time slot. We suggest calls are taken when you have sufficient time and have a quiet environment in which to talk.
Virtual Online Meetings
Once a virtual online (video call) meeting is scheduled, you are provided with our virtual meeting room address. We suggest virtual online meeting are conducted when you are in a quiet environment.
“ James from NorthStar has been very helpful in providing me with financial planning advice in a friendly & professional manner. I have acted upon his advice & am very happy with the products he recommended. He certainly knows his stuff. ”
Keith E. (New Forest) | NorthStar Client
It’s all about you
We’re not in business to sell you financial products, we’re here to help you achieve your goals. Our financial planners don’t have sales targets to meet and are never incentivised to sell you something you don’t need. Their job is to be your financial guide, helping you plan for the future with certainty and allowing you to get everything you want from life.
Our commitment to you means that every NorthStar financial planner is totally dedicated to helping you achieve your life goals. Whatever you need, whatever it takes, the NorthStar team will deliver.
All NorthStar financial planners know that everything we do is focussed on you, your needs and helping you achieve your goals.
All NorthStar financial planners provide completely independent, unbiased and impartial advice at all times.
All NorthStar financial planners have in excess of 10 years experience in the financial services profession.
All NorthStar financial planners have attained the coveted ‘Chartered Financial Planner’ qualification.
“No one’s ever achieved financial fitness with a January resolution that’s abandoned by February. “
Life goal #25: Climb a Mountain
Enjoy your money. Enjoy your life. Live it.
All your finances in the palm of your hand
Our app puts the power in your hands. Check, monitor and manage your entire financial life 24/7 on any connected device. Be smarter with money.
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.