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Based in Southampton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2017
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 April 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
James has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 31 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
James has provided information on their typical fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
122
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 122 first impressions)
93% of users who are not yet clients had a positive first experience with James
93% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 122 first impressions)
Checks carried out by VouchedFor
FCA Regulated
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 April 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
James has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 31 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
James has provided information on their typical fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
122
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 122 first impressions)
93% of users who are not yet clients had a positive first experience with James
93% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 122 first impressions)
I am a chartered financial planner and one of the founders of NorthStar Wealth Management. At NorthStar, I head up our financial planning team and am passionate about building client rapport and developing long-term relationships. My aim has always been to help our clients better understand their financial position and empower them to live better lives. I co-founded NorthStar in 2016 with a commitment to providing an entirely new level of service to clients. Working within the financial planning profession since graduating university in 1999, I started out in a technical role analysing pensions. After many years and after taking on many different roles, I found myself as the practice manager at an established financial planning firm, responsible for all day-to-day operations. After many years of study, I was proud to achieve the coveted ‘Chartered Financial Planner’ status in 2013, putting me amongst the leading financial planners in the country. In my spare time I enjoy spending time with my family, preferably in the great outdoors! I'm happy to help clients with any level of wealth and will help with defined benefit transfers above £100,000.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About James's clients
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Adviser Disclaimer
NorthStar Wealth Management Group Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales: 09069129. Registered office: Ocean Village Innovation Centre, Ocean Way, Southampton, Hampshire, SO14 3JZ.