The Client Portal
We provide access to cutting-edge technology that allows you to see your complete financial position in one place, 24 hours a day, 7 days a week – on any device.
Your Complete Online Financial Solution
A Quick Look at the Key Features of Our Client Portal
Comprehensive view of all the policies and plans you hold including real-time valuations and holdings. You can analyse performance, review asset allocation and portfolio splits.
Option to link up all your bank accounts and credit cards, giving you a consolidated view of your finances in one convenient location.
Store and view important documents in one online location and share documents as needed. All files are encrypted and secure.
2-way messaging system allowing instant and secure communication. This provides a simple way to send important and sensitive documents direct to NorthStar and for us to communicate securely with you.
View all the personal details we have recorded about you and edit and update your information as needed.
ImpulseSave® is a first-of-its-kind technology that helps you add money to your investments in an instant. You can add any amount from £1 upwards to your investments, any time you like.
Live the life you want
Our sole purpose is to help you lead the life you truly want by delivering financial freedom. This provides security, opportunity and enjoyment allowing you to live a rich and fulfilling life.
Awards, Accreditations & Trade Associations
NorthStar is proud to be members of the leading financial planning trade associations. Through a continued commitment to work to the highest professional standards and deliver real value to all clients, our work has been recognised with a number of awards and professional accreditations.