Reviewed for

Insurance and Protection ( 5 )

Mortgages ( 2 )

Pensions ( 55 )

Retirement income (annuities, drawdown) ( 28 )

Auto Enrolment ( 2 )

Investments and Savings ( 70 )

Pension Transfers - Non Specialist ( 9 )

Inheritance Planning ( 1 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 10 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 8 )

£200k - £500k ( 16 )

£100k - £200k ( 5 )

Up to £50k ( 4 )

( 1 )

£50k - 100k ( 5 )

Client reviews

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

Value

Based in Hampshire

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

I am already retired and have been with my previous financial advisor for over 20 years, but with a change of personnel there I felt I was no longer getting a good service, and their investment team seemed to have lost its way, so I was looking for a local, more responsive adviser.

How has James Thompson helped you?

Reviewed current investments, recognised our financial needs and ambitions and agreed to transfer all our investments onto the North Star models

Have you seen the outcome you were hoping for?

Early days yet as I am awaiting the final confirmation of the state of my investments following the transfer

What could they have done better?

I was surprised how long the process took, although with Covid and Christmas intervening I recognise that delays were bound to occur, and the sale of my old investments was held up over Christmas to ensure my funds were not out of the market for an extended period.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with James

I had an initial introductory call with James. He came across very professional and informative and I now have a follow up call booked with him.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with James

James was polite, personable and professional. Very happy with experience so far, but too soon to make any real judgement about the services on offer from NorthStar, as we have only just had an introductory meeting and will not see his investment proposals until our second meeting. The rating shown below simply reflects how well James handled our first meeting.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with James

It would have been useful to have had some more precise guidance about what information was needed in advance of our conversation which would have meant that I would have had the information ready and not guessed incorrectly or had information missing.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with James

ok so far

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with James

knowledgeable and clear on what to expect on the service being offered, type of investment options, levels of risks and the associated charges. I came out of the meeting knowing a little bit more.

First impression from a user who is not yet a client

November, 2020

Overall

Please provide a brief comment about your experience with James

Responsive, thorough - great experience - would recommend

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

Change in personal circumstances

How has James Thompson helped you?

Helped explain clearly and efficiently my options.

Have you seen the outcome you were hoping for?

I have had good service from James. The current situation with BREXIT and COVID has made me nervous about my investment and the fund has not performed as I would have hoped but no one could predict these circumstances.

What could they have done better?

Nothing that I can think of.

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with James

We had an introductory meeting with James to discuss our options. We were impressed with his manner, clear communication and non-judgemental advice. We appreciated his flexibility with regard to evening appointments, as we work full-time. Would definitely recommended at least for an initial consultation, as that is the limit of our experience so far, but he put us at ease and made us feel listened to.

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with James

Very useful & informative phone call. Thank you.

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with James

A good first meeting - James explained everything clearly and patiently. I did not feel under any pressure at any point; I am looking forward to the next steps in the process and hopefully beginning investing.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

I needed to seek professional advice to transfer my pension

How has James Thompson helped you?

He went through my financial position to offer advice

Have you seen the outcome you were hoping for?

No, but the market has not been kind since I retired

What could they have done better?

Nothing

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with James

very quick and reasonably priced

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

Investment of pension funds on retirement.

How has James Thompson helped you?

After collating details of our pensions and assessing our attitude to risk, he suggested an appropriate investment portfolio .

Have you seen the outcome you were hoping for?

Mainly, considering the financial market difficulties .

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with James

Very informative, clear and friendly. A very worthwhile session.

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with James

Very knowledgeable and quick to pick up on areas to work with from even brief details. Was a very useful session

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with James

Very professional

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with James

James was polite and willing to help. I think that it might have been a bit more difficult for him to guide the discussion where he wanted as for the most of the things that we discussed i was already informed or had taken action. I think that it can be helpful for the next time that the FPW is going to be arranged, that having a list of topics of discussion in order to be more prepared for questions that someone can make as people don't know where are the boundaries between personal advice and discussion.

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with James

A very personable man - easy to talk to and very straightforward. No hard sell thankfully.

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with James

I've only had the initial talk with James so far, but he was very clear about his services, very helpful with any questions and very professional in his manners.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

Needed professional investment advice

How has James Thompson helped you?

Provided the advice asked for and the investments required

Have you seen the outcome you were hoping for?

Yes, the investments have been adjusted as needed through good and bad economic times to achieve best possible results

What could they have done better?

I'm satisfied with what is being done

First impression from a user who is not yet a client

August, 2020

Overall

Please provide a brief comment about your experience with James

Very polite ,knowledgeable and very clear about the processes to go through

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Isle of Wight

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

Funds in various places and erratic income

How has James Thompson helped you?

Very clearly established what my financial needs were and how to best meet them

Have you seen the outcome you were hoping for?

To a certain extent, although very difficult works events have influenced outcomes.

What could they have done better?

James is always available and happy to discuss any questions. He communicates as an expert advisor, not as a sales person. He is always 100 percent committed to the conversation.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

I needed advice on planning for retirement, as well as investing in the near term.

How has James Thompson helped you?

James provided me with a detailed retirement strategy report, based on several scenarios, as well as very helpful general advice.

Have you seen the outcome you were hoping for?

The report was certainly beneficial in planning for the future, so we shall see!

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

I was approaching retirement and had various pensions savings which needed sorting out into a proper retirement package

How has James Thompson helped you?

James reviewed my savings and pensions and forwarded a good pension plan

Have you seen the outcome you were hoping for?

Yes i have seen the outcome and took it up its an on going plan

What could they have done better?

The whole process was ideal, James is a very experienced adviser and i felt comfortable as we went through the initial stages and pleased with the on going service.

First impression from a user who is not yet a client

July, 2020

Overall

Please provide a brief comment about your experience with James

James went through everything very thoroughly, which I appreciated.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

I was looking for low risk investments other than the normal bank ISAs.

How has James Thompson helped you?

He put together a portfolio of investments to give me low level of risk.

Have you seen the outcome you were hoping for?

I have seen an outcome that has been successful.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

I needed sound and reliable advice before making an investment, at a sensible cost.

How has James Thompson helped you?

James made me aware of several different possibilities along with the possible risks and gains, so I had an excellent choice.

Have you seen the outcome you were hoping for?

Yes. I am pleased with my investments, which overall, have made far more gains than I had expected.

What could they have done better?

James is very knowledgeable and patient, explaining fully what the choices might be. He doesn't pressurise you to make instant decisions. The company is transparent with their commission fees, which are lower than many other companies, but it does not take away from the excellent service.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

Wanted to invest using a specialist

How has James Thompson helped you?

Very knowledgeable and gave me confidence to invest wisely

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, James was fantastic from start to finish

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

Advice on investing my ISA.

How has James Thompson helped you?

Provided comprehensive advice.

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

June, 2020

Overall

Please provide a brief comment about your experience with James

Very informative, took a lot of time to understand our specific needs and was clear and upfront about all changers and costs. A pleasure to talk with and I’ve been very happy with his services so far.

First impression from a user who is not yet a client

May, 2020

Overall

Please provide a brief comment about your experience with James

.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

This is the first time I have done anything like this and was apprehensive to start with but was surprised by how straightforward the process was. I felt an Independent Financial Adviser would be able to help me achieve my goals

How has James Thompson helped you?

He was kind, helpful and took all my worries and concerns into consideration. He advised me but was not pushy

Have you seen the outcome you were hoping for?

I am looking forward to receiving my first income this month

What could they have done better?

James has kept in touch and talked me through queries I had. I feel confident and relaxed knowing he will always be there to help. I wouldn't change anything

First impression from a user who is not yet a client

May, 2020

Overall

Please provide a brief comment about your experience with James

He could not help me.

First impression from a user who is not yet a client

March, 2020

Overall

Please provide a brief comment about your experience with James

Very clear in the explanations of pension plnning. Delivered the ways foward with due diligence.

First impression from a user who is not yet a client

November, 2019

Overall

Please provide a brief comment about your experience with James

Very knowledgable, very focused and customer friendly.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

Needed to secure our finances for the future after retirement

How has James Thompson helped you?

We had an initial review meeting where our finances and requirements were discussed and a proposal was submitted.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really, he is always available with ongoing advice and meetings are well structured but in a relaxed manner

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

Needed help with pension planning , assimilation of various schemes , setting new pension targets.

How has James Thompson helped you?

By reviewing existing pension arrangements, making me think about what I was trying to achieve, advising what was realistic and possible.

Have you seen the outcome you were hoping for?

On track so far.

What could they have done better?

Nothing really, I have used various advisers over the years but James out of all of them was able to provide exactly what i was looking for, leaving me feeling confident, and without any pressure. it was all at my pace.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

I needed some advice on an old pension fund from previous employment. I also needed to set up an auto enrolment scheme for my current employer.

How has James Thompson helped you?

He explained my options with clarity.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

Investment for retirement

How has James Thompson helped you?

Clearly reviewing my financial situation before advising on best products to achieve my requirements

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

To help me navigate through the different options now on offer to would-be retiree.

How has James Thompson helped you?

Prepared a clear and concise report illustrating all the available options and their associated risks.

Have you seen the outcome you were hoping for?

I now have a fuller understanding of the options that are available.

What could they have done better?

Nothing.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

I wanted a better return on investment than ISA's from banks, for some of my savings.

How has James Thompson helped you?

James took the time to explain the benefits of using North Star and advise on the investments that suited me the most.

Have you seen the outcome you were hoping for?

Yes, and I intend investing some more money with them.

What could they have done better?

I can't think of anything.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

Needed advice as to where to place my savings on retirement which was outside of my pensions

How has James Thompson helped you?

Excellent advice, James fully explained the type of investments, risks etc tailored for my personal needs

Have you seen the outcome you were hoping for?

Yes. My investments have made in excess of 23% in 3 years. That is far higher than banks etc. My investments are fairly low risk as well so I didn't expect such a good return.

What could they have done better?

I cannot fault James - he listens & understands your requirement & I trust his guidance totally.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

Offer (through a national organisation) of a free pension check, with fees payable only if I decided to go for new or additional policies. That organisation put me in touch with this particular adviser.

How has James Thompson helped you?

In my first meeting with James he obtained details of my current pension arrangements, my retirement needs and my attitude to risk. He then obtained further details of my pensions from the pension providers and other organisations. The adviser then produced his recommendations by, from my perspective, putting the data and answers obtained into a sophisticated spreadsheet. We met again and James took me through his recommendations, which were presented in great detail, in a clear and understandable fashion. While we going through these recommendations I spotted a potential error and James confirmed that this was indeed an error. He corrected this error before giving me the final version of his recommendations, following this meeting. Throughout the meeting the adviser gave clear and complete answers to the questions I asked. In high level terms, the recommendations for me were to: (1) leave my defined benefit pension (with a former employer) as it is (2) leave my defined contribution pension with my current employer as it is (3) transfer my other pension schemes into a new policies, retaining the same ongoing level of contributions each month. Overall the recommendations were broadly in line with what I had expected, as: (1) I thought (and James agreed) that I am saving sufficient to meet my stated retirement needs (2) I knew that, having started my private pension schemes some time ago, they did not offer a drawdown option and they had relatively high charges compared to more modern plans (3) I had no specific expectations of which replacement policy would be suggested, but the option that was recommended has the sort of features I expected. In my first meeting James had stated fees that were around double what I had expected. I did not query these high fees at all but by the time he presented his recommendations James had revised the fees down to the level I had expected. I decided to go with James' recommendations, as they seemed to make sense and were broadly in line with my expectations and seemed to make sense, plus he had pro-actively reduced his fees to the market norm.

Have you seen the outcome you were hoping for?

The recommended transfer went through within four weeks, without me encountering any issues,

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

I wanted to set up a new investment ISA and I needed advice and ongoing investment oversight.

How has James Thompson helped you?

James took time to consider my circumstances and recommended a good ISA product and a specific portoflio of funds.

Have you seen the outcome you were hoping for?

Yes. My portfolio is up strongly since I first invested and I get regular investment updates and other useful communications from NorthStar.

What could they have done better?

Nothing that I can thing of. He has done a great job.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

I initially looked for a financial advisor as I had some money in savings which I wanted to invest wisely. Also when renewing my mortgage I returned to James at NorthStar as the service had been so great the first time.

How has James Thompson helped you?

James spent some time discussing what I wanted to do with my money and different ways I could invest this, which helped me feel more confident to make those decisions. Also found me the best deal on my mortgage which cut my payments by just over £300 per month!

Have you seen the outcome you were hoping for?

Yes my investments have been going up an my mortgage re-payments are much less.

What could they have done better?

No, nothing, I was fully satisfied with the service provided and level of professionalism James had.

Review from verified client

July, 2019

Overall

Service

Advice

Value

Based in Hampshire

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

Needed help and advice for managing retirement savings.

How has James Thompson helped you?

James listened to what my requirements were and we agreed a suitable plan of action which is now reviewed regularly.

Have you seen the outcome you were hoping for?

As most of the investments were of equity-based products, it was important that the funds selected would perform well. The results have been helped by the fact that James regularly initiates reviews of them and makes suggestions when it seems wise to make changes.

What could they have done better?

No complaints at all.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

We were thinking of retiring and wanted to seek the help of a financial adviser to see if it was possible as my husband was not yet state pension age.

How has James Thompson helped you?

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.

Have you seen the outcome you were hoping for?

Yes even in this current uncertain financial climate we are very pleased and would highly recommend the advice we have received from James

What could they have done better?

Nothing could have been done better.

Review from verified client

July, 2019

Overall

Advice

Value

Service

Based in Hampshire

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

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.

How has James Thompson helped you?

James Thompson advised on both on my investments and pensions for my situation.

Have you seen the outcome you were hoping for?

Yes I am very pleased with James Thompson and Northstar for both advice and running my investments and pensions.

What could they have done better?

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.

First impression from a user who is not yet a client

May, 2019

Overall

Please provide a brief comment about your experience with James

He told me thing that I didn’t know.

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

I needed to transfer my existing pensions into a financial company that would offer me the best results in drawdown giving me an income in retirement.My existing pensions required me to seek a financial adviser to enable me to move the said monies to a pension company that would offer drawdown.

How has James Thompson helped you?

James gave me very good advice on how to consolidate and invest my pensions to achieve my goals the advice was though 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.

Have you seen the outcome you were hoping for?

I am happy with the results so far.

What could they have done better?

I feel James has covered my needs and I can contact him if I have any issues.

First impression from a user who is not yet a client

April, 2019

Overall

Please provide a brief comment about your experience with James

James seemed thorough. He had documents he had to go through which is right and proper. We then discussed my saving covering all eventualities. The costs sound expensive but they may be worthwhile in the long run. I’m now waiting for a report. At that point I decide if I want to go ahead.

First impression from a user who is not yet a client

April, 2019

Overall

Please provide a brief comment about your experience with James

good conversation

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

I required assistance in moving a pension to a more suitable home and setting up a regular investment for my son.

How has James Thompson helped you?

James provided clarity on the range of options available and advised how best to achieve my goals.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

No areas of improvement come to mind, James and Derek completed a very thorough job.

First impression from a user who is not yet a client

March, 2019

Overall

Please provide a brief comment about your experience with James

First impressions were good, I am currently waiting for an assessment of my pensions to be competed.

First impression from a user who is not yet a client

March, 2019

Overall

Please provide a brief comment about your experience with James

James is a polite & courteous individual with sound knowledge of financial planning, I will be meeting him again to see what strategy he intends to recommend with regards to my own personal goals.

First impression from a user who is not yet a client

February, 2019

Overall

Please provide a brief comment about your experience with James

The adviser explained things in a clear fashion and gave me the opportunity to ask questions. I felt that I understood what he presented and what the adviser said he would do with the information I provided. However, I left the meeting with a nagging concern that the adviser would be looking at how to try to persuade me to buy an additional/replacement policy (in order to obtain a hefty commission on the sale of any new policy), even if he did not think that this would necessarily be the best way forward for me. Nevertheless, this concern is not great enough to prevent me being prepared to see what recommendations the adviser makes and any reasons he gives for why he is making these recommendations. Particularly, as I have been put in touch with the adviser via VouchedFor and other VouchedFor users do not appear to have reported any specific issues using him. I was somewhat deterred by the fact that the adviser had dressed down and was not wearing a tie. If the adviser did not even dress appropriately, how could I be confident that he would undertake what he said he would do in at least a reasonably professional (and unbiased) manner? I will wait for the recommendations (and any supporting information) before making a decision as to whether I am content to purchase any service now or consider using the adviser's services in future.

James's reply

Hi Jeremy. Thanks for providing a review of our initial meeting on VouchedFor. It was nice to meet with you and discuss how we may be able to help with your pensions. It's really important for us to hear what you thought of the meeting and we take on board your comments. In terms of the specific points you raise, we are sorry that you got the impression that we might, in any way, persuade you to do anything that wasn't in your best interest. Please rest assured that this is not the case and we only ever make recommendations where we believe there is a clear benefit to you, evidenced through extensive background research, detailed analysis and a fully-documented reporting process. We adhere to the highest possible ethical standards at all times in line with the 'Chartered Financial Planner' status I hold and take the fiduciary responsibility to all our clients in the highest possible regard at all times. We always work in a completely independent and impartial manner, putting our clients’ needs first to ensure the best possible outcomes at all times. Again, apologies if I didn't make this clear, but we are never paid commission for any pension or investment product we may recommend. Our charges are always paid by a fee which must be agreed by you in advance of any agreed action being implemented. We never hide our charges and are committed to transparency at all times. Any charges will always be explained in detail before any recommendations are implemented. You are never obligated to take up any recommendation we might make. I always wear a suit and a shirt without a tie when meeting with clients. I apologise if you found this unprofessional. I hope this brief response has addressed your concerns and the points you raised, but if you would like to discuss this further please do not hesitate to get in touch.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

looking to start a pension

How has James Thompson helped you?

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.

Have you seen the outcome you were hoping for?

Yes, James helped me understand the benefits and costs associated with switching pensions and was able to advise about doing this through my business.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

Consolidation of various pension plans.

How has James Thompson helped you?

Advised and arranged pension transfers, advised on future transfers.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, everything was explained clearly and all happened as discussed. Advised delaying one pension transfer to avoid excessive charges.

First impression from a user who is not yet a client

August, 2018

Overall

Please provide a brief comment about your experience with James

This was an introductory meeting and held in an extremely professional manner.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

On retirement, I had pension policies that I had to make a decision on.

How has James Thompson helped you?

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.

Have you seen the outcome you were hoping for?

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.

First impression from a user who is not yet a client

July, 2018

Overall

Please provide a brief comment about your experience with James

Very professional. Didn't feel any pressure.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

I wanted my savings to be managed better.

How has James Thompson helped you?

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.

Have you seen the outcome you were hoping for?

The results are better than I expected, so thank you James! Keep making my hard earned money work for me.

What could they have done better?

I cannot think of any improvements - I am delighted with the service given & would highly recommend North Star.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

Saving and investing for the future.

How has James Thompson helped you?

He advised me on a safe way to invest modest amounts for a greater return than banks can offer!.

Have you seen the outcome you were hoping for?

I have achieved what I was hoping for with my modest investment and in the near future will be adding to it.

What could they have done better?

I can not think of anything. he was patient and very understanding.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

Getting older and needing to understand what my pension situation would be at retirement so I could plan for a better future.

How has James Thompson helped you?

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.

Have you seen the outcome you were hoping for?

I've a way to go until I retire.

What could they have done better?

I've worked in investments so have a very small understanding. His level of expertise and detail were exceptional. Any questions always answered thoroughly.

Review from verified client

June, 2018

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 needed advice on what options were available.

How has James Thompson helped you?

James looked at my then investments and pensions and my retirement requirements. Over a few meetings James explained my options and put together a proposed plan for retirement purposes. James managed to put together all my mixed investments and various pensions under one roof with draw down facility.

Have you seen the outcome you were hoping for?

I have seen the outcome i was hoping for, it is also an on going thing which North Star and James are particularly good at with regular reviews there is also the facility to see your investments and performance on a daily bases. James is only an Email or telephone call away for any additional information or advice.

What could they have done better?

To be honest James approach is excellent he made us feel very comfortable went through every thing at a good pace nothing was rushed.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

Retirement and investment caused us to rethink our investments and pensions.

How has James Thompson helped you?

James and the Northstar team are very knowledgeable and give ongoing sound advice.They have help me make some profitable decisions that suited us and any risks are fully explained.Before speaking to Northstar I did not fully understand about what options I would have but James explained fully in a way I fully understood.I can't speak more highly of James who also gave good advice for my pension plan.

Have you seen the outcome you were hoping for?

We have had the outcome that we had wished for and say a big Thank you to Northstar.

What could they have done better?

Our financial adviser was very knowledgeable and used the appropriate terminology that I could relate to and fully understand.He gave a transparent overview of everything to help us with our decisions.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

I wanted to transfer my pension from Lloyds Bank into a personal pension plan.

How has James Thompson helped you?

He was able to facilitate this for me where another company I was using could not.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I cannot think of anything.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

Pension advice.

How has James Thompson helped you?

Understood what I was trying to achieve, and made good, manageable, suggestions.

Have you seen the outcome you were hoping for?

Yes. Early days yet but well on track.

What could they have done better?

Very little. Everything was done on time, documentation was well presented and he went out of his way to be helpful.

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

I was looking for reliable professional advice, particularly to do with savings and investments.

How has James Thompson helped you?

James studied my financial position in great detail before suggesting a re-positioning one of my existing ISAs by including different funds which would be more suitable for my requirements.

Have you seen the outcome you were hoping for?

Growth in value of the selected funds has, so far, exceeded my hopes and expectation.

What could they have done better?

No complaints about the advice and service received.

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

Consolidation of policies.

How has James Thompson helped you?

By offering a tailored service suited to my needs.

Have you seen the outcome you were hoping for?

Too early yet.

What could they have done better?

Nothing I can think of, very very good service

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

I had some spare money I wanted to invest so found James to advise me what I could do with it.

How has James Thompson helped you?

James ran through various options for me and making sure I was aware of any risks that were involved. He took time to understand how risk adverse i was as an individual which was a very detailed process which I was very impressed with.

Have you seen the outcome you were hoping for?

Yes very much so, so much in fact I’m using James’s services again for a larger investment as he had been fantastic, very informative and I feel comfortable with the whole process.

What could they have done better?

Nothing, James’ approach is great, he’s very friendly but professional and his knowledge is second to none. I’ve recommended him to many friends.

First impression from a user who is not yet a client

April, 2018

Overall

Please provide a brief comment about your experience with James

Very positive

First impression from a user who is not yet a client

February, 2018

Overall

Please provide a brief comment about your experience with James

He couldn't help me as I cant afford £600 minimum in fees.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

Reviewing my investments following retirement.

How has James Thompson helped you?

James understood my aims and position and look at my funds, which were mainly in cash, and advised of alternative forms of "safe" investment.

Have you seen the outcome you were hoping for?

The recommendations were only put in action a couple of months ago.

What could they have done better?

Nothing to add

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Hampshire

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

A better deal than the banks & other building societies.

How has James Thompson helped you?

I have made more than four times the income by using James this year compared to a building society or ISA or bank.

Have you seen the outcome you were hoping for?

Most certainly YES & long may it continue.

What could they have done better?

Not much more as James is so helpful & explains everything. Thank you James

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

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

Decided to move a pension which charged 1% but delivered little in way of service.

How has James Thompson helped you?

Explained very clearly how this pension pot could do better.

Have you seen the outcome you were hoping for?

Too early to say.

What could they have done better?

I really cannot think of anything that James could have done better. He has a very relaxed but knowledgeable manner. Most of all I appreciated his completely non patronising approach when talking to a woman. This should not be an issue nowadays but it still is. There was no glib jargon and he never shows even a glimmer of impatience when I ask the same questions!

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with James

I’ve not met him yet

Review from verified client

October, 2017

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 reviewing our financial requirements going forward into retirement. Consolidating our pensions was managed by James completely, which was carried out very efficiently.

Have you seen the outcome you were hoping for?

We have just finalised the plan and consolidating the plans has made it much easier to manage.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

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

advice about the best place to maximise returns from savings in order to make them last.

How has James Thompson helped you?

Gave clear and logical advice.

Have you seen the outcome you were hoping for?

not yet.

What could they have done better?

I really cannot think how the service could be improved at this stage of my relationship with North Star

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Hampshire

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

I had to set up an Auto Enrolment Pension Scheme for my Employee.

How has James Thompson helped you?

The NorthStar team was very friendly and professional throughout the whole process. I was very impressed with the high level of Knowledge, communication and regular updates I received. Have already highly recommended NorthStar and will use them again in the future.

Have you seen the outcome you were hoping for?

I am very happy with the Scheme that James has set up for me . As James set up a meeting first to collect information and explain the process to me, then i was confident that the choices he would advise me on would be the correct ones for me . It has given me great peace of mind that, my future is taking care of.

First impression from a user who is not yet a client

April, 2017

Overall

Please provide a brief comment about your experience with James

I have not had my meeting with James yet but have spoken to him on the phone and he seems very nice.

First impression from a user who is not yet a client

April, 2017

Overall

Please provide a brief comment about your experience with James

Very good meeting. James took time to listen to our needs and was clear and helpful.

Review from verified client

March, 2017

Overall

Value

Service

Advice

Based in Hampshire

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

We had cash to invest in our pension fund.

How has James Thompson helped you?

He gave us several investment options that looked very interesting.

Have you seen the outcome you were hoping for?

Early days but so far very good.

What could they have done better?

I cannot think of any constructive suggestions that I feel would improve the service supplied

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Dorset

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

Reduce cost and change risk profile.

How has James Thompson helped you?

Offered reduction in costs compared to SJP and changed portfolio to one more appropriate for my circumstances.

Have you seen the outcome you were hoping for?

Not yet.

What could they have done better?

Not had a baby which deferred final meeting but other than that, not much more.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Hampshire

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

The need for investment advice.

How has James Thompson helped you?

By showing my the options availabe.

Have you seen the outcome you were hoping for?

Yes. Money invested and on track so far.

What could they have done better?

Everything was done professionally and in a timely manner. No criticism comes to mind

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Hampshire

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

The need for pension investment.

How has James Thompson helped you?

By analysing my pension requirements and proposing a number of options designed to achieve the results i need. This was a careful and very detailed process, and i appreciated the time and effort given to it.

Have you seen the outcome you were hoping for?

All looks good so far.

What could they have done better?

Nothing really. It seemed to take some time but I guess i had not understood the amount of detailed work required to find the right combination of investments to suit me.

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

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

Getting my pension, and looking to invest the lump sum.

How has James Thompson helped you?

Helped work out financial planning, understanding risk, and investments.

Have you seen the outcome you were hoping for?

Yes, its going well. Good communication, and easy to do a meeting on the internet rather than having to have a face to face which takes more time.

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

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

Nearing retirement and having some money to invest, needed some good financial advice.

How has James Thompson helped you?

He established how we felt about risk, what we wanted our money to do for us, and made some suggestions. We never felt 'pushed to do anything we were unsure about. James has kept us informed and we have had meetings both at home and in line.

Have you seen the outcome you were hoping for?

We are in the early stages, but we are able to log into our portal at any time to see how our investments are doing.

What could they have done better?

I honestly can't see what else James could have done.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Hampshire

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

Needed to reassess an existing ISA with a view to switching the funds into one with a better performance.

How has James Thompson helped you?

Firstly, my present financial position was assessed. Then, taking into account my own views and requirements, James was able to show me some suitable fund portfolios from which, together, we made a final choice. Throughout our discussions I was at no time pressurised into making a decision. James is very knowledgeable, was friendly, and everything was done in a relaxed and professional way.

Have you seen the outcome you were hoping for?

Yes, I'm confident that the investment chosen suits my needs and is likely to perform as expected.

What could they have done better?

No complaints at all about the service provided.

First impression from a user who is not yet a client

November, 2016

Overall

Please provide a brief comment about your experience with James

Good

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Hampshire

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

I wanted to invest a sum of money to help with my retirement funding.

How has James Thompson helped you?

James thoroughly investigated my requirements for investing through North Star & gave me several options which we discussed in detail. His advice was clear & I was not rushed into any decisions.

Have you seen the outcome you were hoping for?

The advice I recieved has helped me to be confident that my investments are being well managed & that my money will be helping towards my planning for retirement.

What could they have done better?

I think James did a good job & can't think of any improvements.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Hampshire

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

I needed advice on a pension I had from a previous job. I wanted to know if it was still performing well, if I could add contributions from my current job and if I could move it online, as I don't have much time for dealing with paperwork.

How has James Thompson helped you?

James was great, he totally understood what I wanted to achieve and very carefully explained all my options in a way I could understand, all well illustrated and documented. He assessed my attitude to risk to make sure I had the best investments for my current situation.

Have you seen the outcome you were hoping for?

He made good recommendations, explained very clearly, so I now have online access to my pension, can make one-off payments into it, am saving money on fees and should see a higher return. I am very happy with these new arrangements and would not hesitate to recommend James Thompson.

First impression from a user who is not yet a client

October, 2016

Overall

Please provide a brief comment about your experience with James

Did not really understand what I would be investing in? And what the service charge would be.

First impression from a user who is not yet a client

September, 2016

Overall

Please provide a brief comment about your experience with James

He provided a professional service.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in Hampshire

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

Pensions & investment review.

How has James Thompson helped you?

Full analysis of current situation, pensions and investments to ensure we have enough money for retirement.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in Hampshire

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

Coming up to retirement. Investment & Pension review.

How has James Thompson helped you?

Analysed current situation and provided advice on pensions and investments.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Everything done well.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Hampshire

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

My long term investment had come to an end & I needed advice to reinvest the money wisely & well in the curent economic situation.

How has James Thompson helped you?

James was extremely thorough, from finding out about my personal needs to putting forward a financial package for me, explaining everything in detail. His approach was very professional & the literature, like the web site, of a very high standard. I have built up a good working relationship with James which to me is also important.

Have you seen the outcome you were hoping for?

The documentation explaining the new investments, which was well illustrated, was clearly explained by James. I had sufficient time to ask questions. Following this advice I have reinvested through James & can now track my investments on line. An excellent service.

What could they have done better?

I feel that James really helped to take the boredom out of financial advice & I haven’t any suggestions as to how he could have done better.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Hampshire

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

Looking at ways to invest my money wisely, mortgage review and advise and pension.

How has James Thompson helped you?

James at 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.

Have you seen the outcome you were hoping for?

Yes all looks great so far, looking forward to continuing with James / Northstar.

What could they have done better?

Nothing, extremely good all round!