Basic information

Website address
Description
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. We help our clients take control of their money, grow their wealth, protect their lifestyle and plan for a more certain future.
Nearest office
  • Ocean Village Innovation Centre, Ocean Way, Southampton, SO14 3JZ (227 miles away)
  • Tel: 0800 6906 247
  • Email: info@nswm.co.uk
Annuity providers
These are the annuity providers from which the firm routinely obtains annuity quotes
  • Aviva
  • Canada Life
  • Friends Life
  • Hodge Lifetime
  • Just Retirement
  • Legal and General
  • LV=
  • Retirement Advantage
  • Partnership Assurance
  • Primetime
  • Prudential
  • Reliance Mutual
  • Scottish Widows
  • Standard Life

Additional information

FCA number
716709
Number of income specialists
The number of retirement income specialists across the whole organisation
1
Number of pension income clients: In total
0
Number of pension income clients: In the past 12 months - drawdown
0
Number of pension income clients: In the past 12 months - lifetime annuities
0
Start year
Year from which the firm has continuously offered retirement income advice or guidance
2016
Field of expertise
Full retirement planning
Field of expertise notes
Additional information about the firm's field of expertise
Customer contact methods offered
  • Face-to-face at the firm's office
  • Face-to-face in your home
  • Over the phone
  • Online/email
Minimum fund value (£)
Minimum pension fund value for which the firm is willing to provide advice or guidance
£0
Overseas cases
Does the firm give retirement advice or guidance for overseas cases?
No
Services offered
  • Advice
Funds handled (gross of TFC)
The fund value bands for which the firm is willing to provide advice, and the average fees they charge in each band.
  • Below £10,000 (Average fee: £500)
  • Between £10,000 and £30,000 (Average fee: £500)
  • Between £30,000 and £75,000 (Average fee: £500)
  • Between £75,000 and £150,000 (Average fee: £500)
  • Over £150,000 (Average fee: £500)
Can fees be collected through product providers?
Does the firm allow their fees to be taken from the pension fund?
Yes
Level of advice
Advice