NorthStar Wealth Management Group Ltd

Independent Financial Adviser  Ocean Village Innovation Centre, Southampton, SO14 3JZ
First meeting at adviser's own cost
Award-winning independent financial planning designed to help you take control of your money, grow your wealth, protect your lifestyle and plan for a more certain future.
We can advise you on
Annuity purchase
Auto enrolment
Defined benefit
Pension consolidation
Pension drawdown
Pensions & divorce
Pensions & retirement planning
Pensions review
Pensions transfer
Wealth management
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
Unit trusts
Lump sum
National savings
Regular savings
Savings for children
School fees planning
Critical illness
Income protection insurance
Life insurance
Capital gains tax
Estate planning
Income tax
Taxation planning
Corporate pension
Employee benefits
Group ISA
Group Pension/Stakeholder
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Group risk
Response rating
FCA authorised
Last authorised 27th June 2022
Meet our advisers
James Thompson
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Chartered financial planner - individual adviser accreditation
What our clients say
As I like to keep on top of my investments and pensions with current events, trends etc, to ensure good returns. I turn to NorthStar for advice. I am very pleased with James Thompson and Northstar for both advice and running my investments and pensions. James Thompson and NorthStar are always available for discussion, the company send out regular up dates on current financial trends and products. I am more than happy with them.
Alan T., Waterlooville
I feel the second meeting with James Thompson was very well structured. He explained the strategy regarding my pension in a clear and logical way. He was happy to answer any questions and go over any points again.
Keith H., Southampton
James gave me very good advice on how to consolidate and invest my pensions to achieve my goals. The advice was detailed and very competitive. I left the initial meeting feeling confident I had found the right financial adviser and have been happy with results so far. I had seen a number of financial advisers before seeing James.
Peter C., Southampton
I required assistance in moving a pension to a more suitable home and setting up a regular investment for my son. James provided clarity on the range of options available, advised how best to achieve my goals [and did] a very thorough job.
Scott T., Fareham
NorthStar have proved to be an excellent Wealth Management company. They provide regular updates on current issues that do and could affect personal finances, are always available and return communications quickly. We have been very pleased with NorthStar and highly recommend them.
Alan T., Waterlooville
Met with James for an initial discussion and found him to be courteous, impartial, knowledgeable but more importantly he listened to what I needed and gave solid advice on making the most out of my current circumstances without pressuring me to sign up. Thoroughly recommend their service.
Sajid B., Southampton
James did a full analysis of my existing pensions, took time to understand my goals and constraints and clearly explained the benefits of my existing pension providers compared to the new, proposed provider. He is clearly very knowledgeable and diligent.
Michelle D., Chandler's Ford
Excellent advice and responsiveness. Thank you.
Steve D., New Forest
Excellent service. Like the professional approach of NorthStar. They give you detailed information on the services you are looking for and do not push for any products or options they provide. They let you make an informed decision. Very impressed with their style of working. Would highly recommend their services.
Vin V., Southampton
I went to NorthStar wanting to set up an investment portfolio, on my retirement, three years ago. I was pleased with the openness of the fee structure - you know exactly what the fees are beforehand (very reasonable) & James spent time with me discussing my needs. My portfolio has performed far better than I had expected & NorthStar are helpful & communicate well, keeping me informed about my investments. I have no hesitation in continuing to use the company & would also recommend them to others.
Christina E., New Forest
I wanted to set up a new investment ISA and I needed advice and ongoing investment oversight. James took time to consider my circumstances and recommended a good ISA product and a specific portfolio of funds. My portfolio is up strongly since I first invested and I get regular investment updates and other useful communications from NorthStar. [James] has done a great job.
Amanda P., Southampton
James Thompson was very helpful and professional. He explained in terms that we could understand and continues to do so. We continue to receive helpful advice whenever we need it and we receive updates and ongoing information. Nothing is too much trouble. We are very pleased with the financial advice we received and it has enabled us both to retire and live comfortable. We are very pleased and would highly recommend the advice we have received from James.
Sandy T., Waterlooville
NorthStar offer a lot of information about the investment I have made. This is reassuring for me because I feel you are being transparent about your processes. Your team are professional and approachable - an ideal combination for financial services.
Jess F., Southampton
I went to NorthStar wanting to set up an investment portfolio, on my retirement, three years ago. I was pleased with the openness of the fee structure - you know exactly what the fees are beforehand (very reasonable) & James spent time with me discussing my needs. My portfolio has performed far better than I had expected & NorthStar are helpful & communicate well, keeping me informed about my investments. I have no hesitation in continuing to use the company & would also recommend them to others.
Christina E., New Forest
Thank you for the financial expertise and guidance provided so far. I am particularly impressed by the user friendly and effective electronic communications used for the period and annual review process. Regular newsletters are also informative.
Catherine A., Southampton
Great meeting. Good explanation and everything explained clearly. So refreshing not to have a car sales style first meeting. Thank you.
Jennifer M., Locks Heath
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.
Christina E., New Forest
We were given advice in a language we could understand and relate to.
Lesley T., Southampton
Friendly, efficient, professional service.
Steve B., Hampshire
Very impressed with the service and documentation presented by James. Also, the recommendations seem to be in line with our requirements.
Steve & Christina B., Southampton
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.
Justin F., Southampton
I was very impressed by the approach and quality of the work and advice given. I will continue to maintain contact with the company.
Alan P., Southampton
A very thorough and professional meeting.
Andrew P., Hampshire
The meeting was excellent and everything was clearly explained. James understood my goals and concerns and I was confident that these will be well considered in any recommendations he makes.
Katherine H., Isle of Wight
Early days but so far so good. Have already recommended NorthStar to friends.
John S., Hampshire
All that I could have wished for. Regular updates on progress were greatly appreciated.
Neil S., Dorset
Very pleased with the service I have had.
Keith L., Portsmouth
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.
Kelly B., Southampton
NorthStar has been wonderful. Our financial advisor has very good communication skills and seems extremely knowledgeable.
Maureen T., Oxfordshire
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.
Keith E., New Forest
The service provided by NorthStar's adviser was done in a very professional and friendly way.
Richard P., Hampshire
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.
Camilla H., Braishfield
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.
Alan T., Waterlooville
Excellent service with some very good ideas and well put over.
Sandy T., Waterlooville
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.
Helen P., Eastleigh
NorthStar were very helpful in guiding us through the auto enrolment process. I wouldn't hesitate to recommend them.
Antony S., Kirkby Lonsdale
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.
Andrew P., Southampton
James very clearly set out the options open to me to enable me to choose the best option for my circumstances. He took time to explain anything I didn't understand... This is the beginning of the journey but I feel confident that James' advice has started me on the right path to make my money work for me in retirement.
Kathy T., Basingstoke
[James] advised me on a safe way to invest modest amounts for a greater return than banks can offer...I have achieved what I was hoping for with my modest investment and in the near future will be adding to it….he was patient and very understanding.
Keith E., New Forest
James was brilliant. He asked me enough questions to help me decide where to invest my money to give me a safe but reliable source of income... The results are better than I expected, so thank you James! Keep making my hard earned money work for me….I am delighted with the service given & would highly recommend NorthStar.
Christina E., New Forest
James went through all my current pensions, capital and income. Provided extensive reports on my current situation and how to improve it to reach my desired pension income... His level of expertise and detail were exceptional. Any questions always answered thoroughly.
Claire L., Southampton
James has been very helpful. His professionalism and friendliness have been fantastic. His advice was spot on and I'm very happy with his recommendations.
Anna P., Romsey
James Thompson made all of our investments and pension advice easier to understand and was happy to go over some parts again and answered all of our questions making it less stressful, all in all a very professional experience.
Andrew L., Pennington
A very good, enjoyable and profitable meeting, thank you very much.
Neville J., Southampton
As before, a very professional approach to my wife and I, James made all aspects of our investment clear and was happy to go over some parts of our investment again.
Andrew L., Pennington
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.
Jennifer M., Hampshire
My feedback is simple - James was polite, courteous, informed and informative. I felt I could trust him personally, and feel optimistic with regard to his judgement.
Neville J., Southampton
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.
Teresa B., Hampshire
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.
Sharon M., Southampton
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.
Kathy H., Isle of Wight
About us

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.

Based in Ocean Village, Southampton, we have clients across the UK.

Our services

We are completely independent and impartial so we can provide the very best advice | Only pay for the services you need with our unique pricing structure | We only employ advisers who have obtained the coveted ‘Chartered Financial Planner’ status | By harnessing the latest technology, we deliver market leading low charges | View and manage your investments 24/7 on any device with our client portal | Totally transparent charges and never any hidden costs - that’s our promise | Advice your way – face-to-face, phone & Skype meetings to suit you.

Where to find us
Head office address: Ocean Village Innovation Centre, Ocean Way, Southampton, SO14 3JZ
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Special offers
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Authorised and regulated by the Financial Conduct Authority. Registered in England and Wales: 09069129. Registered FCA number: 716709. Registered office: Ocean Village Innovation Centre, Ocean Way, Southampton, Hampshire, SO14 3JZ. This site is intended for UK residents only.

Response rating
FCA authorised
Last authorised 27th June 2022

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