Our Vision & Values
We set out to develop a business that helped our clients live the life they truly want, to help them understand their financial situation, develop long-term financial goals and empower them to make the best financial decisions.
The NorthStar Vision
The NorthStar Mission
NorthStar Core Values
We will act with the utmost integrity in everything we do. We continue to build upon our reputation for the highest levels of integrity and professionalism at all times.
We approach everything in a completely objective way without any preconceptions. We always provide clear, impartial advice to help you achieve your financial goals.
Every NorthStar client has unique personal financial needs. We will deliver tailored financial and investment strategies for each client to help them achieve their individual goals.
We understand that the best way of working with our clients, staff and professional partners is to be absolutely open at all times. We always communicate clearly, consistently and openly.
We understand that to earn the trust of our clients we need to make a simple commitment – when we promise to do something, we ensure it gets done.
Everything we do ultimately improves the lives of our clients. We are completely dedicated to ensuring our clients are empowered to make the best decisions about their wealth and live the life they want.
We strive to be at the forefront of technological innovation. By harnessing the latest technology, we can provide ever increasing levels of service to our clients.
Value for Money
We provide value for money in all the services we provide. By harnessing the latest technologies, we are able to drive down costs and increase the value we provide to our clients.
We believe in setting high expectations but also that expectations are there to be exceeded. We want to go beyond delivering the expected to deliver the exceptional.
“ We decided to set up our company because we thought financial planning could be better. We are never satisfied with the status quo and are always looking for innovative ways to improve the service we offer to our clients. “
James Thompson & Derek Pegg | NorthStar Founders
Proud to be different
At NorthStar, we like to do things differently. We don’t focus on selling products and earning commission. We put your needs first every time. Clear, honest and open financial planning – the way it should be.
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.