Financial Planning and Wealth Management aren’t just about money. They are an experience that should provide you with financial security and peace of mind . We take a complete approach to managing your money and aim to provide you with financial peace of mind by taking a realistic approach to investing.
We believe in our ability to change financial services for the better; we look forward to showing you how.
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About Us
North Star is a small business. We like it that way! We adopt a forward thinking and dynamic approach to advice and our size enables us to maintain the very highest levels of service for our clients. Your peace of mind and financial security are our business.
Central to our philosophy is a passion for the delivery of quality advice and the highest levels of service and standards of integrity.
The benefits of Diversification
Diversification is defined as the spreading of your portfolio across different asset classes, including equities, bonds, property, alternatives and cash. The main objective is to reduce the risk in your portfolio compared with that of investing in just one asset class.
Financial Adviser Benefits
Financial planning can benefit everyone. We can help you to better understand your current financial position, formulate a plan with you, and ensure you achieve your goals.
Good planning will bring you financial peace of mind, build your assets, help you to make the most of your investments and help secure you and your family’s long term future.
Our Services
Personal Financial Planning
Financial planning can benefit everyone. Not only can it help you protect and build your assets, it can help you to make the most of your investments and help secure you and your family’s long term future. Read More
North Star portfolio management theory & process
Financial Planning often means making use of an existing capital sum or building up a capital sum to meet a future objective. Planning is fundamental to the success or otherwise of the plan. Read More
Personal and Family Financial Protection
There are so few certainties in life and none of us can be sure of what the future holds.
Most people are aware of the need to have life assurance if they have dependants but many are unaware of other Read More
Retirement should be something that we all look forward to; a time to reap the rewards of a lifetime of labour. It is one of those things we all think about from time-to-time but don’t often consider properly in financial terms. But the simple fact is Read More
Estate Planning
Estate planning involves tax, but it encompasses much more. As with most tax planning, the key is to identify the objectives and goals; who should benefit after death, what should they receive and what is the most tax efficient method by which this can be achieved. Read More
Buying a home may well be one of your biggest financial commitments. It can also seem one of the most daunting.
The UK mortgage market is currently in a great deal of turmoil, and it has never been more important than now to know exactly what you require. There are hundreds of lenders and Read More
Business Financial Planning
Businesses will often make a significant investment into an employee benefits package to aid with the recruitment, retention and reward of valued employees.
It is important that the benefits are relevant Read More