Business Details
Your Trusted Financial Advisers in Southampton
NorthStar Wealth Management is a modern, dynamic financial planning firm built upon core values of integrity, professionalism, transparency, and innovation. We deliver unrivalled financial planning and wealth management services designed to make tangible improvements to our clients' lives. Our team of Chartered Financial Planners combines expertise with cutting-edge technology to provide independent financial advice tailored to individual needs. We prioritise client requirements over product sales, offering a comprehensive range of services including investment management, protection planning, retirement solutions, and business growth strategies.Our commitment to technological innovation enables 24/7 client access to investments and financial tools through our secure online portal. We maintain membership in leading financial planning trade associations and adhere to the highest professional standards, evidenced by our industry accreditations and awards. Our client-centric approach ensures bespoke service delivery, transparent fee structures, and ongoing support aligned with evolving financial goals.
Services
Investment Services
Protection Planning
Retirement Solutions
Business Financial Planning
Online Financial Tools
Highlights and features
- We offer bespoke financial solutions tailored to individual client needs and goals
- Our team consists of Chartered Financial Planners with industry-recognised expertise
- We harness technology to deliver 24/7 access to investment portfolios and financial tools
- We maintain complete fee transparency with all charges displayed upfront
- We provide fully independent and impartial advice across the entire financial market
Associations and certifications
- Chartered Financial Planners
- Leading Financial Planning Trade Associations
What people say
Exceptional service
Expert knowledge
Good communication
Good returns
Great visibility
Services
Investment Services
NorthStar offers tailored investment strategies across multiple risk profiles, from conservative to adventurous growth portfolios. Our approach combines Modern Portfolio Theory with Nobel Prize-winning research to create diversified, low-cost fund selections. We provide ongoing portfolio monitoring, performance reporting, and tax-efficient investment solutions through ISAs, pensions, and other vehicles while maintaining real-time client access via our digital platform.
Retirement Planning
We deliver comprehensive retirement planning services including pension consolidation, income strategy development, and tax-efficient withdrawal planning. Our specialists help clients navigate state pensions, workplace schemes, and private investments while considering longevity factors and lifestyle requirements. We provide scenario analysis and cashflow projections to ensure sustainable retirement income aligned with individual needs and goals.
Protection Services
Our protection planning covers life insurance, critical illness cover, and income protection tailored to family circumstances and financial obligations. We assess clients' risk exposure and recommend appropriate coverage levels while considering existing policies. The service includes policy reviews, claims assistance, and integration with broader financial plans to ensure comprehensive financial security for dependents.
Business Financial Planning
We support business owners with succession planning, key person protection, and company pension schemes including auto-enrolment. Our services help entrepreneurs align business finances with personal goals, optimise tax structures, and implement employee benefits packages. We work closely with accountants to provide holistic solutions that enhance business value and facilitate long-term growth strategies.
Online Financial Tools
NorthStar's client portal offers 24/7 access to investment portfolios, document management, and financial planning tools. Clients can track performance, execute transactions, and communicate securely with advisors. The platform includes budgeting tools, goal tracking features, and educational resources to enhance financial literacy while maintaining strict data security and compliance standards.
People
James Thompson
Co-Founder
James Thompson co-founded NorthStar Wealth Management with a vision to transform financial planning through technology and transparency. With extensive industry experience, he specialises in investment strategy and client relationship management. James focuses on ensuring clients receive impartial advice while maintaining the firm's commitment to innovation and ethical practices.
Derek Pegg
Co-Founder
Derek Pegg co-founded NorthStar Wealth Management, bringing expertise in financial technology and operational strategy. He drives the development of digital solutions that enhance client accessibility and service efficiency. Derek maintains focus on sustainable business practices and ensuring the firm's technological infrastructure supports evolving client needs.
Questions
What investment options does NorthStar offer?
We provide multiple portfolio options across different risk profiles, including Money Market, Safety, Defensive Growth, Balanced Growth, Dynamic Growth, and Ethical portfolios, each tailored to specific client needs and goals.
How does NorthStar ensure investment transparency?
Our client portal provides real-time portfolio access, while our transparent fee structure displays all charges upfront. We conduct regular investment reviews and provide performance reporting to maintain complete visibility.
Can I access my financial information online?
Yes, our secure client portal offers 24/7 access to investment portfolios, document management, and financial planning tools with real-time updates and transaction capabilities.
How does NorthStar handle retirement planning?
We create personalised retirement strategies using cashflow modelling, pension consolidation, and tax-efficient withdrawal plans. Our specialists consider longevity factors and lifestyle requirements to ensure sustainable income throughout retirement.
What protection services are available?
We offer life insurance, critical illness cover, and income protection solutions tailored to individual circumstances, including policy reviews and claims assistance to ensure comprehensive financial security.
How does NorthStar support business owners?
We provide business succession planning, key person protection, company pension schemes, and strategic financial advice aligned with both business and personal financial objectives.
Reviews (5)
Andy Hurford
Apr 26, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
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.
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.
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 Taylor
Sep 03, 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.
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. I am very happy with the advice recieved & with my new investment. 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
