NorthStar Wealth Management
NorthStar Wealth Management is a financial services company based in Southampton, England. They specialize in providing expert financial advice and planning to their clients, offering a range of services including financial consulting and planning. With a team of experienced financial planners, NorthStar Wealth Management is committed to helping their clients achieve their financial goals and secure their financial future.
Introduction to NorthStar Wealth Management
NorthStar Wealth Management is a UK-based financial services company that was founded in 2012. The company's main purpose is to provide personalized financial planning services to individuals, families, and businesses. The team at NorthStar consists of highly trained and experienced financial consultants who are committed to helping their clients achieve their financial goals. What makes this company unique is their focus on building long-term relationships with their clients, rather than just providing one-time financial advice.Services & products
NorthStar Wealth Management offers a range of financial services, including investment management, retirement planning, estate planning, and tax planning. They also provide financial education and advice to help their clients make informed decisions about their finances. Customers can expect to receive personalized financial plans that are tailored to their unique needs and goals.Location
NorthStar Wealth Management is located in the Ocean Village Innovation Centre in Southampton, England. The area is known for its vibrant business community, with many technology and finance companies based there. Customers can expect to experience a modern and professional environment when visiting NorthStar's offices. The closest public transportation options are the Ocean Village bus stop (0.1 miles), the Southampton Central train station (1.2 miles), and the Southampton Ferry Terminal (1.4 miles).Benefits
Customers should choose NorthStar Wealth Management because of their commitment to building long-term relationships with their clients. The team at NorthStar takes the time to understand their clients' unique needs and goals, and works closely with them to develop personalized financial plans. They also have a strong focus on education, providing their clients with the knowledge they need to make informed financial decisions.Good to know
Customers should be aware that NorthStar Wealth Management is a fee-only financial planning firm, meaning that they do not receive commissions for recommending specific financial products. This ensures that their advice is always in the best interest of their clients.Reviews
Customer reviews of NorthStar Wealth Management are overwhelmingly positive. Clients praise the team's professionalism, expertise, and personalized approach to financial planning. Many clients note that they feel more confident and in control of their finances after working with NorthStar.FAQ
What types of financial planning services do you offer?
We offer a wide range of financial planning services including retirement planning, investment management, tax planning, estate planning, and insurance planning.How do you customize financial plans to fit individual clients?
We take a personalized approach to each client's financial plan. We start by understanding their unique goals, risk tolerance, and financial situation. From there, we create a customized plan that meets their specific needs.How do you charge for your services?
We charge a fee for our services based on the complexity of the financial plan and the amount of assets under management. We are transparent with our fees and provide a detailed fee schedule to each client.Can you provide references or case studies of your past clients?
Yes, we have many satisfied clients who have agreed to serve as references. We also have case studies available on our website that showcase how we have helped clients achieve their financial goals.What professional qualifications do your financial planners have?
All of our financial planners are highly qualified and hold certifications such as Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®). They also have extensive experience in the financial services industry.Reviews
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Andy Hurford
Positive: Professionalism, Quality, Responsiveness, Value
29-05-2021
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Christina
Very impressed with the warm, professional service. Everything from the personal contact to all the literature and the website which is easy to navigate. I am very happy with the returns from the investments that North Star have set up for me. Will be recommending North Star to friends & family.
29-05-2021
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Greg Simpson
Really good independent financial and local mortgage advisor's. Also give good investment and pension advice. Highly recommend them. I have even recommended first time buyers that are offering on a flat we are selling so they get independent advice. Not just products from their bank.
29-05-2017
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Richard P
The service provided by NorthStar's adviser was done in a very professional and friendly way.
29-05-2017
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Sandy Taylor
Excellent service with some very good ideas and well put over.
29-05-2017
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Alan Taylor
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.
29-05-2017
