Award-winning independent financial planning designed to help you take control of your money, grow your wealth, protect your lifestyle and plan for a more certain future.

At NorthStar, we bring a fresh perspective and innovative approach to wealth management. Our team of chartered financial planners combine their expertise with the latest technology to provide the highest quality independent financial planning and advice.

Based in Ocean Village, Southampton, we have clients across the UK.

Served areas

Hampshire, Dorset, East Sussex, Oxfordshire, Surrey, Wiltshire

Highlights and features

Financial planning, investments, pensions, insurance

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Investing for the Future

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We start by looking at your financial position and really understanding what you want to achieve. We look at short, medium and long-term investments as well as savings and always consider the most tax-efficient way for you to invest your money.

Protecting Your Family

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There is nothing in the world more precious than your family. It's the reason most of us go to work in the morning. We know we can't be without them, but what would happen to them without you? What would happen if you lost your job or suffered a serious injury or illness?
Last year there were sadly over 30, 000 deaths in the 25-54 age group*. So as we know, this does happen to people. What we don't know is who or when. This is why many people choose to protect their family just in case the worst should happen.

Planning for Retirement

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For a lot of people, retirement means stopping work. To us it means being able to afford the lifestyle you desire without the need to work. A secure, comfortable retirement is everyone's dream and because we're living longer we can expect to spend more time in retirement than our parents or grandparents did.

Helping you clarify and define the lifestyle you want in retirement is the first step we can help you with. The second step is making sure you will have sufficient wealth to afford that lifestyle and we can help you plan for this too.

Buying a Property

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For most people, a mortgage is the single biggest financial commitment they will ever make. Whether it is to fund the purchase of your own home, a buy-to-let investment or for your business, buying a property can be a stressful time. We're on hand to help you cut through the complexities and get the best possible mortgage. We'll even manage the complete application process so you can relax knowing that everything is in hand.

Andy Hurford

Apr 26, 2021

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Very good support arranging income protection. Listened to my needs well, advised on options, and completed process quickly. The online project progress portal was appreciated so I can keep track of progress. Would recommend.

Christina Egginton

Jan 10, 2021

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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.

Peter C.

Apr 26, 2019

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James gave me very good advice on how to consolidate and invest my pensions to achieve my goals. The advice was detailed and very competitive. I left the initial meeting feeling confident I had found the right financial adviser and have been happy with results so far. I had seen a number of financial advisers before seeing James.

Alan T.

Mar 22, 2019

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NorthStar have proved to be an excellent Wealth Management company. They provide regular updates on current issues that do and could affect personal finances, are always available and return communications quickly. We have been very pleased with NorthStar and highly recommend them.

Michelle D.

Feb 13, 2019

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James did a full analysis of my existing pensions, took time to understand my goals and constraints and clearly explained the benefits of my existing pension providers compared to the new, proposed provider. He is clearly very knowledgeable and diligent.

Vin V.

Oct 01, 2018

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Excellent service. Like the professional approach of NorthStar. They give you detailed information on the services you are looking for and do not push for any products or options they provide. They let you make an informed decision. Very impressed with their style of working. Would highly recommend their services.

Kathy T.

Jul 26, 2018

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James very clearly set out the options open to me to enable me to choose the best option for my circumstances. He took time to explain anything I didn't understand... This is the beginning of the journey but I feel confident that James' advice has started me on the right path to make my money work for me in retirement.

Claire L.

Jun 26, 2018

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James went through all my current pensions, capital and income. Provided extensive reports on my current situation and how to improve it to reach my desired pension income... His level of expertise and detail were exceptional. Any questions always answered thoroughly.

Anna P.

Mar 08, 2018

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James has been very helpful. His professionalism and friendliness have been fantastic. His advice was spot on and I'm very happy with his recommendations.

Andrew L.

Mar 07, 2018

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James Thompson made all of our investments and pension advice easier to understand and was happy to go over some parts again and answered all of our questions making it less stressful, all in all a very professional experience.

Jennifer Mosley

Nov 28, 2017

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James gave me clear advice and listened to my needs. I would recommend him and NorthStar as a professional business that made the other financial advisors I saw seem like second hand car dealers expecting a huge fee for little work. Thank you NorthStar and James.

Teresa Batty

Nov 22, 2017

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I have found NorthStar advisers to be very friendly and they explained everything in plain English. They will explain anything as many times as you need them to and they do not make you feel silly for asking again. I just want to say a very big thank you to the team.

Lesley Tollefsen

Oct 23, 2017

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We were given advice in a language we could understand and relate to.

Andrew Parker

Oct 16, 2017

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I was drawn to NorthStar by your professional website having not previously encountered the name. James was friendly & professional which was the reason for selecting your service over a competing advisor. I now look forward to achieving a mutually profitable relationship.

Sharon Mansour

Aug 29, 2017

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First class service. Being updated weekly via email was very useful, it saved on phone calls to find out information, I knew exactly what stage the project was at. I never had to chase up James, he always responded very quickly to any queries I had. James provided an excellent service and I was very impressed.

Kathy Howells

Aug 21, 2017

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Bit difficult to assess value for money at this stage; similarly with objectives. In terms of customer service I would only give top marks. The advisor was friendly, professional and most important of all, not for one minute condescending. Having seen another advisor once before and not taken it further I can make some comparison.

Jennifer Mosley

Jul 27, 2017

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Great meeting. Good explanation and everything explained clearly. So refreshing not to have a car sales style first meeting. Thank you.

Justin Friel

Jun 26, 2017

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The NorthStar team was very friendly and professional throughout the whole process. I was very impressed with the high level of communication and regular updates I received. Have already highly recommended NorthStar and will use them again in the future.

Greg Simpson

Jun 26, 2017

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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.

Alan Pitfield

Jun 23, 2017

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I was very impressed by the approach and quality of the work and advice given. I will continue to maintain contact with the company.

Alan Taylor

May 24, 2017

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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.

John Stapleton

Mar 23, 2017

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Early days but so far so good. Have already recommended NorthStar to friends.

Neil Simpson

Mar 21, 2017

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All that I could have wished for. Regular updates on progress were greatly appreciated.

Kelly Bowers

Feb 03, 2017

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I knew what I wanted to achieve but had no idea how to go about it! James came and sat down with me, assessed my needs and my current situation and then explained all of my options to achieve what I set out to do. It is now all done and it was painless! I would recommend to anyone.

Maureen Taylor

Nov 25, 2016

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NorthStar has been wonderful. Our financial advisor has very good communication skills and seems extremely knowledgeable.

Keith Egginton

Oct 28, 2016

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James from NorthStar has been very helpful in providing me with financial planning advice in a friendly & professional manner. I have acted upon his advice & am very happy with the products he recommended. He certainly knows his stuff.

Richard Pegg

Oct 18, 2016

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The service provided by NorthStar's adviser was done in a very professional and friendly way.

Camilla Horton

Oct 13, 2016

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The service provided by NorthStar was excellent. I wanted to review the performance of an old pension fund. James was very approachable, explained all my options very clearly and I felt confident that he fully understood my objectives. I received regular progress updates and was pleased with the outcome, which has seen my pension moved online with lower annual fees and a projected higher return. I would definitely recommend NorthStar and James Thompson for any financial advice you might need.

Alan Taylor

Aug 24, 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.

Sandy Taylor

Aug 23, 2016

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Excellent service with some very good ideas and well put over.

Christina Egginton

Jul 18, 2016

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Very impressed with the warm, professional service. Everything from the personal contact to all the literature and website has been of the very highest standard. Will be recommending your company to friends & family.

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

Helen Pegg

Jul 14, 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.

Antony Scott

Jun 13, 2016

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NorthStar were very helpful in guiding us through the auto enrolment process. I wouldn't hesitate to recommend them.

NorthStar Wealth Management Group Ltd