We are an independent financial adviser (IFA) and wealth manager, providing a full range of financial planning services. Based in Ocean Village, Southampton, we have clients across the UK. At NorthStar, we bring a fresh perspective and innovative approach to wealth management and independent financial advice.
Our team of fully independent chartered financial planners combine their expertise with the latest technology to provide the highest quality independent financial planning and advice. We help our clients take control of their money, grow their wealth, protect their lifestyle and plan for a more certain future.
Our team of fully independent chartered financial planners combine their expertise with the latest technology to provide the highest quality independent financial planning and advice. We help our clients take control of their money, grow their wealth, protect their lifestyle and plan for a more certain future.
Services
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. At NorthStar, we believe that everyone should be empowered to make the best financial decisions possible and use their money to live the life they truly want.
We have developed a broad range of services that help our clients achieve their financial goals and enjoy a better future. We know that everyone is different and that every client has different needs - so we built a unique service proposition. With NorthStar, you only pay for what you need and you only get the services that really benefit you.
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There is no such thing as a typical NorthStar client. We work with a wide variety of people who want to make the most of their money and plan for a better future. Many of our clients sign-up to NorthStar between the ages of 35 and 55 and are looking for a better financial planning and wealth management experience.
All our advisers are 'Chartered Financial Planners'. This is the gold standard within the financial planning profession - the highest possible level of qualification, competence and professionalism. We are very proud that all our advisers have been awarded the prestigious 'Chartered Financial Planner' status by the Chartered Insurance Institute (CII).
Reviews (6)
Andy Hurford
Apr 26, 2021
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Greg Simpson
Jun 26, 2017
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Alan Taylor
Sep 03, 2016
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I found the advice that NorthStar gave to be very helpful. It covered all the necessary points and demonstrated a good working knowledge. Following the work carried out by NorthStar, I now have the confidence to retire, knowing that my pensions and investments are being proactively managed. I have a real understanding of my financial position and a strategy for my retirement. I would recommend NorthStar to others without hesitation.
Richard P.
Aug 08, 2016
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Christina Egginton
Jul 18, 2016
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Helen Pegg
Jul 17, 2016
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NorthStar have been extremely informative throughout the whole process looking in detail at my finances, looking at ways to save and I have happily invested money on their wise advice. I feel confident in their abilities and look forward to seeing the progress moving forward.
Overall Satisfaction: 5
Overall Satisfaction: 5
