As 'Lead financial planner' I enjoy helping clients solve complex financial problems so that they can afford the lifestyle they want. I am also immensely proud of the work that Northern Star carries out, helping clients and providing peace of mind where ever possible.
Sarah joined the business in 2010 having previously gained valuable experience working at Yorkshire Bank for 13 years as an Office Manager and a Director of a Mortgage brokers for four years.Qualifications: CeMAP to provide mortgage advice / CeFA, DipFA - to provide full financial advice on pensions and investments.
Sarah joined the business in 2010 having previously gained valuable experience working at Yorkshire Bank for 13 years as an Office Manager and a Director of a Mortgage brokers for four years.Qualifications: CeMAP to provide mortgage advice / CeFA, DipFA - to provide full financial advice on pensions and investments.
Services
We aim to exceed your expectations simply by discussing what is the ideal financial situation for you, your family and/or your business. Analysing your current situation, then having the VISION to plan and implement. Our approach to the advice we provide is further illustrated by the "The Client Journey" - follow our structured but flexible process.
How to enjoy your lifestyle once you have graduated from having to work! Tony has, for a number of years, enjoyed the challenge of high mountain countries. Seen here in the Himalayas, Tony has made the most of his retirement. He comments, Northern Star are a great company - offering support and sound advice.
For investments, we have a very robust investment process, which is based on a thorough research and review philosophy. Regardless of which investment vehicle you use (pensions, ISAs, Bonds or Unit Trusts) it is the engine - the actual investment funds inside that contribute to your financial well-being and drive your financial well being forward.
Personally, we do not like 'Retirement' as a description of what should be the culmination of your working life - we prefer to refer to it as "Graduating from having to work". We are also keen for you to understand that the lifestyle you enjoy during your working life is difficult to replicate (or better) during retirement unless sufficient investment is planned.
We specialise in providing inheritance tax planning and advice to help clients reduce the impact of Inheritance Tax. Using our expert knowledge of trusts combined with our approach to investments we assist the transfer of wealth from generation to generation for our clients. There are various ways of reducing Inheritance Tax from making regular gifts out of surplus income through to sizeable gifts into trust.
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