NorthStar Wealth Management Reviews 

21
TrustScore 4.5 out of 5

4.6

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Company details

  1. Financial Planner
  2. Financial Consultant

Written by the company

NorthStar Wealth Management is an award-winning, independent financial planning firm based in Ocean Village, Southampton, serving clients across the UK. At NorthStar, we bring a fresh perspective and innovative approach to financial planning and wealth management. By combining chartered expertise with the latest technology, we deliver clear, comprehensive and genuinely independent financial advice. Our services include pension and investment advice, retirement planning, protection, estate planning, financial forecasting and tax planning. As a fully independent and impartial firm, we offer low, transparent fees and use modern digital systems to provide high-quality, personalised financial planning to every client. Our mission at NorthStar is to help you take control of your money, grow your wealth, protect your lifestyle, and plan for a more certain future.


Contact info

4.6

Excellent

TrustScore 4.5 out of 5

21 reviews

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4.6

All reviews

(21)

4 reviews in the last 12 months

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Rated 5 out of 5 stars

An expert partner for your financial journey.


My confidence in Northstar since the very first discussion has proven to be well founded. The service is completely personalised and the investment strategy has met my individual requirements. Expert professional assistance and guidance is always immediately available and the service provided by my financial planner has been exceptional. I have no hesitation in recommending Northstar to anyone seeking an expert partner on their financial journey through life.

20 March 2026
Unprompted review
Rated 5 out of 5 stars

Good communication

Good communication. Always had good reviews and feedback. Good returns on my investments and great visibility of my investments.

20 October 2025
Unprompted review
Rated 5 out of 5 stars

NorthStar Pension Management

NorthStar have been managing my pensions for the last six years and I feel reassured about my pension investments and my future retirement. Regular communications clearly show growth and are thorough, explaining the impact any world events may have on investments, keeping you fully informed at all times. NorthStar are easy to contact should I need to discuss a change in circumstances or want to make changes to my investments.

14 May 2024
Unprompted review
Rated 5 out of 5 stars

Very Professional Service

Very professional service, James has been extremely helpful from day one, explaining everything in detail and helping me set out some realistic goals for retirement.
Since working with NSWM i have seen very good returns on my
investments and they have always been on hand to help if i have any questions or concerns.
I would highly recommend their services to anyone

21 April 2023
Unprompted review
Rated 5 out of 5 stars

Professional Company

Professional, honest and reliable company who have handled my investments for over 6 years. During that time I have seen good growth on my returns and I highly recommend them to anyone requiring financial advice and planning.

30 July 2022
Unprompted review
Rated 5 out of 5 stars

Very good support arranging income…

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.

27 April 2021
Unprompted review
Rated 5 out of 5 stars

We've been very pleased with NorthStar

We've been very pleased with NorthStar. Our advisor, James Thompson, is always very happy to discuss our needs and explain our options. This is our first experience using a financial advisor, and we feel well looked after. NorthStar provided us with a financial assessment and investment plan to help us achieve our pension and retirement goals.

7 February 2021
Unprompted review
Rated 5 out of 5 stars

Investment ISA

NorthStar helped me set up a new investment ISA and provde ongoing oversight, The service they have provided has been very good and I would have no hesitation recommending their services. My portfolio is up strongly since I first invested and I get regular investment updates and other useful communications from NorthStar.

3 July 2019
Unprompted review
Rated 5 out of 5 stars

I used NorthStar when I was seeking…

I used NorthStar when I was seeking advice on what to do with some savings I had and also re-visited their services on another occasion when renewing my mortgage. This resulted in a proven growth in my investments and just over £300 less in monthly mortgage repayments!
Overall excellent service and professionalism from James and the team, have recommended them to others that have said the same.

3 July 2019
Unprompted review
Rated 5 out of 5 stars

Northstar

Northstar, Advised my wife and I on our pensions savings and investments as we were approaching our retirement. By sorting out our finances and bringing them together under Northstar management I feel that we got the best people looking after our investments and pensions with very competitive rates. Northstar keep in regularly contact with financial updates through newsletters and investment reviews so we know how our finances are doing. I highly recommend Northstar.

2 July 2019
Unprompted review

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