As 'Lead financial planner' I enjoy helping clients solve complex financial problems so that they can afford the lifestyle they want. I am also immensely proud of the work that Northern Star carries out, helping clients and providing peace of mind where ever possible. Sarah joined the business in 2010 having previously gained valuable experience working at Yorkshire Bank for 13 years as an Office Manager and a Director of a Mortgage brokers for four years.
Qualifications: CeMAP to provide mortgage advice / CeFA, DipFA - to provide full financial advice on pensions and investments. After holding various positions at Yorkshire Bank from 1984 (branch manager, sales manager and private banking manager), Mike set up Richmond Financial Solutions Ltd in 2005 (which became Richmond Broker Solutions in 2007) and was a mortgage and insurance adviser.
Joining Northern Star in 2011, he has progressed to Full Financial Planner.
Qualifications: CeMAP to provide mortgage advice / CeFA, DipFA - to provide full financial advice on pensions and investments. After holding various positions at Yorkshire Bank from 1984 (branch manager, sales manager and private banking manager), Mike set up Richmond Financial Solutions Ltd in 2005 (which became Richmond Broker Solutions in 2007) and was a mortgage and insurance adviser.
Joining Northern Star in 2011, he has progressed to Full Financial Planner.
Services
We aim to exceed your expectations simply by discussing what is the ideal financial situation for you, your family and/or your business.
Analysing your current situation, then having the VISION to plan and implement.
Our approach to the advice we provide is further illustrated by the "The Client Journey" - follow our structured but flexible process.
We always help any customer regardless of where they are in life - we prefer to focus upon where they are going, then work out how we can help them get there.
Analysing your current situation, then having the VISION to plan and implement.
Our approach to the advice we provide is further illustrated by the "The Client Journey" - follow our structured but flexible process.
We always help any customer regardless of where they are in life - we prefer to focus upon where they are going, then work out how we can help them get there.
How to enjoy your lifestyle once you have graduated from having to work!
Tony has, for a number of years, enjoyed the challenge of high mountain countries.
Seen here in the Himalayas, Tony has made the most of his retirement.
He comments, Northern Star are a great company - offering support and sound advice.
Leigh is always available and his personable approach is what I like.
They always keep me informed and, quite honestly, through their wise investing of my money, have enabled me to keep doing the things I want to - on top of the world!
Tony has, for a number of years, enjoyed the challenge of high mountain countries.
Seen here in the Himalayas, Tony has made the most of his retirement.
He comments, Northern Star are a great company - offering support and sound advice.
Leigh is always available and his personable approach is what I like.
They always keep me informed and, quite honestly, through their wise investing of my money, have enabled me to keep doing the things I want to - on top of the world!
For investments, we have a very robust investment process, which is based on a thorough research and review philosophy.
Regardless of which investment vehicle you use (pensions, ISAs, Bonds or Unit Trusts) it is the engine - the actual investment funds inside that contribute to your financial well-being and drive your financial well being forward.
We have a very thorough research and review philosophy, researching the whole market to find investment funds that fit within your personal financial objectives and that provide good growth potential whilst minimising the overall investment risk.
Regardless of which investment vehicle you use (pensions, ISAs, Bonds or Unit Trusts) it is the engine - the actual investment funds inside that contribute to your financial well-being and drive your financial well being forward.
We have a very thorough research and review philosophy, researching the whole market to find investment funds that fit within your personal financial objectives and that provide good growth potential whilst minimising the overall investment risk.
Personally, we do not like 'Retirement' as a description of what should be the culmination of your working life - we prefer to refer to it as "Graduating from having to work".
We are also keen for you to understand that the lifestyle you enjoy during your working life is difficult to replicate (or better) during retirement unless sufficient investment is planned.
We tend also to refer to 'Pension' as 'Lifestyle Funding' as, to us, the money you build up through investments is all about enabling you to do the things you planned to do upon 'Graduating from having to work'.
We are also keen for you to understand that the lifestyle you enjoy during your working life is difficult to replicate (or better) during retirement unless sufficient investment is planned.
We tend also to refer to 'Pension' as 'Lifestyle Funding' as, to us, the money you build up through investments is all about enabling you to do the things you planned to do upon 'Graduating from having to work'.
We specialise in providing inheritance tax planning and advice to help clients reduce the impact of Inheritance Tax.
Using our expert knowledge of trusts combined with our approach to investments we assist the transfer of wealth from generation to generation for our clients.
There are various ways of reducing Inheritance Tax from making regular gifts out of surplus income through to sizeable gifts into trust.
Northern Star can provide advice and planning on all of these.
There are popular tax planning strategies for reducing the impact of Inheritance Tax such as.
Using our expert knowledge of trusts combined with our approach to investments we assist the transfer of wealth from generation to generation for our clients.
There are various ways of reducing Inheritance Tax from making regular gifts out of surplus income through to sizeable gifts into trust.
Northern Star can provide advice and planning on all of these.
There are popular tax planning strategies for reducing the impact of Inheritance Tax such as.
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