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 are proud to be at the forefront of the technological drive that is transforming the way wealth management services are provided, helping reconnect people with their finances. This revolution will allow people to make better financial decisions by providing the tools and financial advice they require in a genuinely accessible way.

Contact Details

  Website
  City Southampton
  Postcode SO14 3JZ
  Address Ocean Village Innovation Centre
  Phone Number 0800 6906 247

Products & Services

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.


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.


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.


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.

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.

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Overall ratingGood

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.

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Overall ratingExcellent

  • I would recommend this business

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

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Overall ratingExcellent

  • I would recommend this business

Friendly, efficient, professional service.

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Overall ratingExcellent

  • I would recommend this business

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.

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Overall ratingExcellent

  • I would recommend this business

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.

Value for money
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Overall ratingExcellent

  • I would recommend this business

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.

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Overall ratingGood

  • I would recommend this business

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

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Overall ratingExcellent

  • I would recommend this business

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.

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Overall ratingExcellent

  • I would recommend this business

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

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Overall ratingExcellent

  • I would recommend this business

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

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Overall ratingExcellent

  • I would recommend this business

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

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Overall ratingExcellent

Very pleased with the service I have had.

Value for money
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Overall ratingExcellent

  • I would recommend this business

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.

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Overall ratingExcellent

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

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Overall ratingGood

  • I would recommend this business

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.

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Overall ratingExcellent

  • I would recommend this business

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

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Overall ratingExcellent

  • I would recommend this business

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.

Value for money
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Overall ratingExcellent

  • I would recommend this business

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.

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Overall ratingExcellent

  • I would recommend this business

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

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Overall ratingExcellent

  • I would recommend this business

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.

Value for money
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Overall ratingExcellent

  • I would recommend this business

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.

Value for money
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Overall ratingExcellent

  • I would recommend this business

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

Value for money
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Overall ratingExcellent

Photo Book

Social Activity

Money Should be Your Tool, Not Your Master http://bit.ly/1QhlYEW via @LifehackerUK
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Essential reading: Are You Chasing Success or Happiness? by @behaviorgap http://bit.ly/1MCRmmX
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All financial advisers are not created equal. Find out more about the NorthStar difference. #demandthebest
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Thinking about retiring? Confused about your pension options and income? We can help. https://t.co/ftX9uB3ctQ https://t.co/eVoBc5UShi
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Ever thought about your personal life goals? Check out the most popular goals for inspiration: https://t.co/TZ7xVjbbpG
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Do you have the KnowlEDGE? Check out the Spring 2016 edition of our digital #magazine at: http://bit.ly/nswmkdms2016
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Really think you understand your finances? Try our free 10-min online Financial Fitness Test to find out your grade: https://t.co/8NeX5VQLCe
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Quick money tips: Just like other household chores, you need to dedicate time to managing your finances. Don't let the dust settle.
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