Reviewed for

Insurance and Protection ( 5 )

Mortgages ( 2 )

Pensions ( 57 )

Retirement income (annuities, drawdown) ( 30 )

Auto Enrolment ( 2 )

Investments and Savings ( 71 )

Pension Transfers - Non Specialist ( 9 )

Inheritance Planning ( 1 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 11 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 10 )

£200k - £500k ( 16 )

£100k - £200k ( 5 )

Up to £50k ( 4 )

( 1 )

£50k - 100k ( 5 )

Client reviews

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has James Thompson helped you?

James has a detailed understanding of my personal circumstances and has always taken every aspect into account when recommending a financial strategy. He has dealt with every aspect of managing our finances diligently and promptly. As a result of his advice, I am confident that my retirement fund will last longer than I will.

Have you seen the outcome you were hoping for?

The projections provided by James and the Northstar team are both comprehensive and reassuring.

What could they have done better?

Nothing!

First impression from a user who is not yet a client

March, 2024

Overall

Please provide a brief comment about your experience with James

I had a discovery meeting with James, which was a very positive experience. I felt that James took the time to understand my circumstances and what I was looking for. I picked up some very helpful information through my discussion with him and ended the meeting feeling reassured. James' transparency and integrity meant that I didn't feel like I was receiving a sales pitch, which in turn made me feel like I would be keen to work with him in the future when the need arises.

First impression from a user who is not yet a client

March, 2024

Overall

Please provide a brief comment about your experience with James

Very thorough and personable initial review. Looking forward to seeing how James can help us focus on our goals.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Coming up to retirement, having various investments and pensions seeking advice on the best way to go

How has James Thompson helped you?

By collating our investments and pensions for the best returns

Have you seen the outcome you were hoping for?

Yes we have been very pleased

What could they have done better?

We thought that all advice and procedures were well done and the continuing service excellent

First impression from a user who is not yet a client

March, 2024

Overall

Please provide a brief comment about your experience with James

Felt he listened to what I wanted and also understood. He explained his reasons behind his suggestions and I did not feel under any pressure.

First impression from a user who is not yet a client

March, 2024

Overall

Please provide a brief comment about your experience with James

Very professional, helpful and organised. Thank you, James!

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with James

Had an initial meeting with James which I found very helpful. James made me feel comfortable and explained the process. He was knowledgeable and offered independent, unbiased and candid advice. I would have no problem recommending James to family and friends.

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with James

Prompt contact, good initial conversation and appointment made

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I had decided that the recent improvement in Annuity rates might make them suit my requirements. My own research revealed that I would need to apply through a FA or IFA

How has James Thompson helped you?

James produced a very detailed retirement plan covering my wife and myself. He is very approachable and easy to discuss things with. A complete plan of actions from our first telephone conversation onwards was produced, updates on progress received weekly in addition to other communication/meetings. I was very impressed with the service.

Have you seen the outcome you were hoping for?

Yes, the Annuity which I opted for is now up and running all taken care of by James.

What could they have done better?

I can’t see that anything better could be done, absolutely great!

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with James

On time , informative. Useful meeting.

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with James

This is my first experience in seeking out a financial advisor. James made me feel at ease and the whole experience was very informative, not rushed and I was not put under any pressure. I felt free to ask questions as they arose and was given clear and relevant response. I would recommend talking to Northstar.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Looking to seek best advice on a personal pension eg drawdown or annuity.

How has James Thompson helped you?

James guided me through the various options by considering my personal circumstances, discussing my options and recommending the best solution for me and my wife.

Have you seen the outcome you were hoping for?

Yes. I now have an enhanced annuity that is linked to inflation and provides protection for my wife when I die.

What could they have done better?

Nothing - James acted in a thoroughly professional manner throughout and was friendly and approachable.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Insurance is always hard to navigate and often very confusing so I wanted some guidance when looking at life insurance.

How has James Thompson helped you?

James was extremely knowledgeable and provided excellent customer care throughout.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, I received a first class service!

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I was coming up to retirement and was looking for advice /options on pensions and savings

How has James Thompson helped you?

James looked at my then pensions and savings and made suggestions on how to maximize my returns

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I was and am currently pleased with the advice I receive from James

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Approaching Retirement

How has James Thompson helped you?

Good continuing Financial advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very pleased

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to make sound investments for my retirement with easy-to-understand information and costs. James from North Star was able to provide me with all the information I needed and with no hidden fees and it has all worked to my advantage.

How has James Thompson helped you?

Over the last few years, thanks to James and North Star, I have seen excellent returns on my investments.

Have you seen the outcome you were hoping for?

I have been really pleased with the long-term growth of my portfolio, far better than using a local building society and I have regular contact from North Star. I think North Star, with James, has done a great job for me personally and I have recommended the company to several friends.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Advice on long term investment

How has James Thompson helped you?

Choice of Stocks and Sares ISA funds

Have you seen the outcome you were hoping for?

During the last few difficult years for global stockmarkets, selection of funds seems to have been good.

What could they have done better?

Performance of funds has exceeded my expectations.

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with James

We received a thorough and honest approach to how James can help with our future goals.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Wanted to find a local company to help with pension advice in retirement

How has James Thompson helped you?

James has always been very professional and helpful and someone who gives assurance in friendly manner.

Have you seen the outcome you were hoping for?

Yes, considering the recent financial uncertainties we have been faced with.

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with James

I had a discovery meeting with James this week which was a very useful experience. James is very easy to get on with and explains the process of using an IFA thoroughly. He then took the time to find out exactly what my financial aims were. All together a very pleasant meeting.

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with James

Attentive listener who ensured we clearly understood each other. I am comfortable he is knowledgeable and on the basis of this first meeting, sure he is someone I could potentially work with.

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with James

James was very knowledgeable about pensions and explained fully about how they work. I have several pensions and he gave me really sound advice on how to manage them.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

James is always there and happy to answer questions.

How has James Thompson helped you?

reviewed a previous pension arrangement and advised accordingly. Similarly with an investment

Have you seen the outcome you were hoping for?

Yes, given the recent turbulent years, the investments are holding up

What could they have done better?

Nothing at all. The most important thing for me is that I completely trust the advice I am given.

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with James

Personally met in reception by James which was very professional. James spent time getting to know me and explore my goals for the meeting. Once the regulatory information was received, James did an excellent fact find and explained my options as we went along. I fully understand the next steps and at this stage feel confident in James' knowledge and service offering.

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with James

A very reasonable, honest and trustworthy adviser.

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with James

Informative, did not hesitate to re-iterate anything I did not understand, and had the patience to wait for me to properly express myself. Plus he did help me with a problem that was not directly linked to our meeting.

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with James

James did ring me a couple of days after I requested an advisor. At the time of his call, I was rushing to get somewhere. For this reason, I asked him if he would ring back a little later. and he agreed. Two weeks later, I have not heard from him since.

James's reply

Apologies Joanna. I had thought I had called you back. I have clearly got myself mixed up and will call you again this morning.

First impression from a user who is not yet a client

May, 2023

Overall

Please provide a brief comment about your experience with James

James was very polite and helpful. Answered all our questions and made us feel very secure about ure.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We had money to invest

How has James Thompson helped you?

James has helped us assess the best risk option for investing. He gives advice about tax friendly investments and keeps in touch when things change.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am completely satisfied.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I had some money to invest

How has James Thompson helped you?

He has advised me on investment strategies, only after having established what my goals were.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

May, 2023

Overall

Please provide a brief comment about your experience with James

My Discovery Meeting with James was a very positive experience for me. James made sure that all facts were gathered from me with regards my queries about rationalising my pension pots. Hopefully, now that this meeting has occurred, I can move forward in completing the task. He was very easy to talk to & friendly. I felt very comfortable throughout the meeting.

First impression from a user who is not yet a client

May, 2023

Overall

Please provide a brief comment about your experience with James

Initial contact has been made. I've provided James with all the relevant paperwork with regards to my pension pots. I'm having a face-to-face Zoom meeting with James tomorrow, 10th May 2023.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I was struggling to access my pension by speaking direct with my pension provider. Additionally I was unsure whether their investment strategy matched my personal circumstances.

How has James Thompson helped you?

Having spoken to James I was confident that he understood my circumstances, my financial aspirations and the complications of dealing with my existing provider! As a result, I am now in receipt of the drawdown pension and I am confident that my pot is being responsibly invested in the most appropriate funds and actively monitored for the best possible returns.

Have you seen the outcome you were hoping for?

Yes, most definitely. I am confident that my resources are now being professionally managed with my interest at the forefront.

What could they have done better?

Absolutely nothing.

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with James

Professional and methodical in our introduction meeting.

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with James

Very clear and helpful advice

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with James

James was very helpful and provided clear and comprehensive advice.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Really positive and friendly service. Backed up with sound industry and product knowledge.

How has James Thompson helped you?

James has provided solid and sound advice with regards our pension portfolio and long term retirement goals.

Have you seen the outcome you were hoping for?

To date and given the market volatility over the last twelve months, with James advice we have maintained a positive return.

What could they have done better?

James and the team achieve a high and constant standard of service.

First impression from a user who is not yet a client

February, 2023

Overall

Please provide a brief comment about your experience with James

James was very professional. He took time to explain issues and was easy to talk to.

First impression from a user who is not yet a client

February, 2023

Overall

Please provide a brief comment about your experience with James

Very informative and knowledgeable in the area of interest. Provided sound advice in a friendly and easy to understand manner.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Pension investment

How has James Thompson helped you?

James explained all options available to me he was very helpful and professional

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Everything was done well

First impression from a user who is not yet a client

January, 2023

Overall

Please provide a brief comment about your experience with James

James was extremely professional, informative and helpful.

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with James

What an incredibly professional and knowledgable person. We arranged an initial meeting with James and we had extra family attend, he took it all in his stride and answered every question impeccably. Even though this put James half an hour behind his schedule.

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with James

He was very clear and straight talking.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Due to a number of redundancies over the years, I had several pensions plus I received part of my ex-husbands pension in the divorce settlement. I looked to amalgamate all my pensions into one investment scheme.

How has James Thompson helped you?

James assisted with locating all my pension schemes and advising best solution for moving forward with one portfolio.

Have you seen the outcome you were hoping for?

There have been ups and downs that have been out of everyone's control such as the impact of Covid affecting investments.

What could they have done better?

I don't think that there was much that could have been done better under the circumstances of global crisis'

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I had some money I wanted to invest and I didn’t have any experience in this.

How has James Thompson helped you?

James was incredible talking me through step by step and the different ways I could invest my money. He talked through the process very clearly and I felt confident by the end in what we had planned and agreed.

Have you seen the outcome you were hoping for?

Yes, and following on from that have continued to invest with the help of James

What could they have done better?

Nothing in my eyes. All in all very informative, knowledgeable, great at getting even me to understand the processes and options I had.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Coming up to retirement age.

How has James Thompson helped you?

James gave honest, easy-to-understand advice .

Have you seen the outcome you were hoping for?

Yes,even in these uncertain times.

What could they have done better?

Nothing in my opinion

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Invest a lump sum.

How has James Thompson helped you?

Investment advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Wanted advice on my finances in retirement

How has James Thompson helped you?

Friendly, approachable honest discussions.

Have you seen the outcome you were hoping for?

Basically, yes in very challenging times

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with James

Very responsive and transparent.

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with James

A very encouraging first meeting.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Retirement strategy

How has James Thompson helped you?

Thoroughly professional advice and clear explanation of retirement funding options.

Have you seen the outcome you were hoping for?

Yes, in fact it has surpassed what I expected.

What could they have done better?

Nothing

First impression from a user who is not yet a client

September, 2022

Overall

Please provide a brief comment about your experience with James

Very knowledgeable and easy to listen to.

First impression from a user who is not yet a client

September, 2022

Overall

Please provide a brief comment about your experience with James

James was very professional and he answered to all my questions. He also explained very well to me advises that he could give in the future. Overall, I had a good experience on the discussion of my finance. A very good listener.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

A stakeholder pension which I had was coming to term and I needed advice.

How has James Thompson helped you?

His advice was clear and delivered in a patient and considerate manner.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I don’t know.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I have other small investments with low rates of return and wanted an alternative method of investment with higher returns. However, I neither have the time or the expertise to seek out good investment portfolios.

How has James Thompson helped you?

James has listened to my needs and put together a portfolio to suit my requirements.

Have you seen the outcome you were hoping for?

I have seen the outcome I was hoping for over the time I have had James as an advisor.

What could they have done better?

I can't think of anything, I receive e-mail newsletters to keep me up to date of financial issues.

First impression from a user who is not yet a client

July, 2022

Overall

Please provide a brief comment about your experience with James

James had a very professional manner, was clearly very knowledgeable and quickly put me at ease while I answered a number of in depth questions

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

To get the best and honest advice at a sensible cost.

How has James Thompson helped you?

My investments via James have proved to be very beneficial and despite the current economical climate, I am very happy with my returns.

Have you seen the outcome you were hoping for?

Most definitely. Over the last few years, my investments have grown in value.

First impression from a user who is not yet a client

July, 2022

Overall

Please provide a brief comment about your experience with James

James explained everything clearly and helped me understand the full process I was considering in a very professional and helpful manner

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Originally pension investment

How has James Thompson helped you?

His advice was sound and acted upon

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with James

Very helpful and explained legal matters in a clear on concise way.

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with James

James was extremely personable and explained things clearly and concisely

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with James

James was excellent and the meeting was very useful in relation to my own thoughts and concerns re the financial future

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with James

James is thoroughly professional and obviously very knowledgeable in his field.

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with James

Discovery meeting was positive: all very very explained and we had the time to ask questions.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Needed to combine my pensions and invest in the various markets and James produced an ideal portfolio.

How has James Thompson helped you?

I use my investments in my portfolio as a drawdown pension.

Have you seen the outcome you were hoping for?

Yes very pleased with results.

What could they have done better?

Nothing, above all expectations always getting in touch with me to let me know how things are with recommendations where necessary.

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with James

Good quietly spoken addviser

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Up and coming retirement

How has James Thompson helped you?

James helped us by reviewing our then savings, pensions and investments and advised us how to plan for good and secure income and investment for retirement with the finances we had.

Have you seen the outcome you were hoping for?

Yes, we have been very pleased with the performance of our retirement funding as they are providing us with both income and growth.

What could they have done better?

We are more than happy with James Thompson as our adviser, he is easy to reach, understands our requirements and has provided us with excellent advice and service.

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with James

Really helpful information

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with James

Good informative session

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I needed reliable advice on the investment of savings for my future years in retirement

How has James Thompson helped you?

Help in choosing the right kind of investment to best suit my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Completely satisfied with advice and service

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Bad experience with another adviser

How has James Thompson helped you?

Solid advice that works for me to help me recover from a poor pension value and plan for retirement

Have you seen the outcome you were hoping for?

Yes, good growth in pension fund

What could they have done better?

Nothing. Wish I had found James 10 years ago!

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with James

James was professional and informative.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I needed to set up an auto enrolment pension scheme

How has James Thompson helped you?

He gave me clear advice.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Investment advice

How has James Thompson helped you?

Helped is consider risks, aims and options

Have you seen the outcome you were hoping for?

YEs

What could they have done better?

Nothing. Friendly, honest clear advice

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with James

Very patient and professional

Review from verified client

November, 2021

Overall

Value

Service

Advice

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I needed a financial adviser to withdraw my final salary pension.

How has James Thompson helped you?

He conducted a full review of my financial circumstances and confirmed I was a suitable candidate.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Pension investment and IHT planning

How has James Thompson helped you?

Provided a clear path to follow to meet my needs

Have you seen the outcome you were hoping for?

Yes. Excellent returns so far and a weight off my mind.

What could they have done better?

Very little. Very good service, good advice and a good outcome.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Financial status and planning for retirement

How has James Thompson helped you?

Review of all current finance's and optimization of assets.

Have you seen the outcome you were hoping for?

Yes, following a slow start,and hiccups with pandemic, all good and on track.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has James Thompson helped you?

By providing a comprehensive overview of options for retirement.

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with James

James was patient and listened well to understand my financial circumstances, future needs and attitude to investment.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

There is so much choice out there and some of it is unreliable. I wanted a good, unbiased suggestion as to where to invest my savings.

How has James Thompson helped you?

James provided the help that I needed and I am really pleased with the outcome. He was not pushy and gave me the space and time to consider my options without harassing me.

Have you seen the outcome you were hoping for?

It was a bit better than I thought - so thanks to James.

What could they have done better?

It was all great.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Advice for my pension and investment and savings

How has James Thompson helped you?

James helped us fully understand all the options that were open to us. He gave sound advice we also gained a better understanding of investments. We are kept fully up to date and always invite to contact him if we have any further questions.

Have you seen the outcome you were hoping for?

Yes fully.

What could they have done better?

Nothing as they offer a first-class service.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Reaching retirement age, therefore requiring, retirement planning, investments reviews.

How has James Thompson helped you?

James Thompson reviewed our then existing pensions, ISAS ,savings and expenditures. He then provided advice on the best way to invest our savings, pensions etc for our requirements.

Have you seen the outcome you were hoping for?

Yes, both the service and the returns on our investments have been excellent.

What could they have done better?

We are happy with the existing service.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to invest my money but needed the right guidance

How has James Thompson helped you?

James was incredible with helping me understand what I could do with my money and guided me through investing.

Have you seen the outcome you were hoping for?

Yes, I’ve definitely decided it was the right decision!

What could they have done better?

Nothing. Top service all round.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

ISA

How has James Thompson helped you?

Invested my ISA

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with James

talking to James was like having conversation with friend and was helpful

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with James

James gave me all the information i asked he did his best within 15 mins

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with James

Polite and concise in his explanation

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with James

Patient and explained things in a simple, unpatronising way. Came up with solutions I hadn't thought of.

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with James

I was very nervous about this due to feeling that I would be embarrassed as I am not exactly rich however James was totally lovely. He explained everything really well and did not push me into doing anything I was uncomfortable with.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Moving a pension

How has James Thompson helped you?

I had a few meetings with James, which were always clear and unpressurised

Have you seen the outcome you were hoping for?

Yes, I think so

What could they have done better?

Cannot think of anything

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with James

I approached James based on the extent of his professional qualifications listed on his profile and that he did not insist on a minimum portfolio value. I have extensive professional qualifications myself so understand the commitment and determination it takes to achieve these. James responsed quickly to my approach and came across well at the initial meeting and I await his recommendations.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

My savings were with several different companies and the annual charges were increasing but the funds weren't doing so well. I was looking for one company to transfer these accounts into and to be managed better, ie with lower charges and a better return overall.

How has James Thompson helped you?

James was great, easy to talk to and didn't pressurise me at all. He listened to my needs and made suggestions that I could understand. I selected a package, James arranged all the transfers for me and it was much easier than I thought. I can now manage my investments from one place on-line and it is so much better. The charges are low and my investments through North Star have done better than I expected. I can contact James easily and feel confident in the company.

Have you seen the outcome you were hoping for?

My investments, since changing to North Star, have done far better than they ever did in the past. I am really pleased with the return, better than I expected.

What could they have done better?

Everything has been great, easy and reliable.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Needed trustworthy advice for my future investments and savings.

How has James Thompson helped you?

Excellent advice, clearly defined and not presurised.

Have you seen the outcome you were hoping for?

Better than I had hope for.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to get a better return than I could obtain with cash savings accounts, but I had never invested in the stock market before. I lacked confidence and was uncertain how to proceed.

How has James Thompson helped you?

James explained everything very clearly throughout the process of setting up an ISA - including the risks associated with investing - which gave me the confidence to proceed.

Have you seen the outcome you were hoping for?

My investment is growing nicely, in line with expectations.

First impression from a user who is not yet a client

July, 2021

Overall

Please provide a brief comment about your experience with James

Good clear advice given.

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with James

James was easy to talk to and explained the process in a down to earth manor. I hope the rest of the transfer goes as well as the first part.

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with James

Very informative and unpressured. He explained things so clearly so that my Mother was able to come to a clear decision at the end of our meeting. He was very honest and open to questions and to clarifying things in many different and creative ways. Thank you

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I was advised to use an Independent Financial Adviser. I was scared because this is the first time I have done anything like this.

How has James Thompson helped you?

James was patent and talked me through how to achieve my goal. I am confident that James will answer my queries fast and efficiently.

Have you seen the outcome you were hoping for?

Yes. I have only been with North Star one year and I am more than happy with the results.

What could they have done better?

Nothing. Everything is perfect. I get regular newsletters with the latest advice on how the market is reacting to circumstances.

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with James

We found James to be very competent and professional. We feel confident that he will provide a solution to best fit with our needs.

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with James

James was clear, professional and knowledgeable. He helped my identify a couple of ways of improving my pension that I hadn’t seen for myself.

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with James

James was great, he explained everything fully

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Income protection.

How has James Thompson helped you?

Assessed my needs, discussion options and aspects which will impact my cover, made clear recommendations. Appreciated the weekly update and project progress tracker portal to see how my case was progressing.

Have you seen the outcome you were hoping for?

Yes

James's reply

Thanks Andrew

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with James

James was very clear and concise with his questions, and made me feel at ease. I feel confident that he will be able to support me with a plan to achieve my financial goals

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with James

Great to talk to and I didn't feel that he was just reading from a script or just going through the motions. He was listening and clear in his explanations.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

James has always been upfront on all aspects and very helpful with all advice

How has James Thompson helped you?

I wanted to draw down from my investment after paying a vet bill I couldn't afford at the time. He explained how more difficult it would be and reminded me I still had cash sitting in the trust fund of my inheritance

Have you seen the outcome you were hoping for?

Yes I was rather surprised with the results regarding Covid 19 and Lockdown

What could they have done better?

At the moment I don't have any suggestions

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with James

Well prepared, thorough and knowledgeable.

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with James

James's advice and knowledge helped me reach a decision about my future financial provision - an area fraught with potential difficulties and open to abuse. I felt his impartial advice helped me see things in the right way

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with James

James was very clear in his explanations, and very friendly and professional in his approach. A very positive meeting.

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with James

James was very professional and clearly well informed

Review from verified client

February, 2021

Overall

Advice

Service