North Star Financial Consultants Ltd

Independent Financial Adviser  The Dell, Bolton le Sands, Carnforth, LA5 8JH
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FCA authorised
Last authorised 26th July 2021
Independent financial advice, planning and wealth management. For a fresh and dynamic approach to advice call <phone number hidden>
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Rest of world
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Harvey Bainbridge Chartered Wealth Manager
Chartered Wealth Manager, Director
About us

North Star is a small business. We like it that way! We adopt a forward thinking and dynamic approach to advice and our size enables us to maintain the very highest levels of service for our clients.

North Star is a reaction to experiences in the Independent Financial Advice industry. Central to our philosophy is a passion for the delivery of quality advice. Clients should feel that our service and standards of integrity are the very highest in the business.

Our services

Financial Planning and Wealth Management aren't just about money, they are an experience, an experience that should provide you with financial security and peace of mind. Your peace of mind and financial security are our business.

I'm passionate about helping my clients to realise their financial objectives. I take a complete approach to managing your money and aim to provide you with financial peace of mind by taking a realistic approach to investing. North Star processes are built around expertise, prudence and sound judgement.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£0
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

The Dell, 91 Coastal Road, Bolton le Sands, Carnforth, LA5 8JH

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