North Star Financial Consultants LTD
- 📍
- The Dell, 91 Coastal Road, Bolton Le Sands, Carnforth, Lancashire, LA5 8JH
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- Independent
- ✔
- Looking for new clients
- ✔Client Age Range:
- 35 and over
- ✔Location Coverage:
- National
- ✔Time to Retirement:
- 10 or more years
- ✔Pension Pot:
- Over £150k
- ✔Assets:
- Over £100k
- ✔Types of advice offered:
- Pensions; Retirement; Investment; Wealth Management
- ✔
- No cost, no obligation initial call
Firm Services
I look after a diverse range of clients whom have predominantly been referred by existing clients. A robust investment process is the cornerstone from which I build bespoke solutions to individual investment pension and tax planning issues. I build long term financial relationships with my clients and I'm always happy to discuss my approach with anyone who could benefit from financial planning.
Their team includes one financial adviser. Check FCA registration here.
North Star Financial Consultants LTD are approved by the FCA to give advice on:
Directions to North Star Financial Consultants LTD from the Motorway
- Depart from the M6.
- Join the M6 motorway.
- At junction 34, take the exit towards Kirkby Lonsdale, Heysham, Morecambe, A683, Lancaster, and A589.
- Remain in the left lane to continue towards A683.
- Proceed on A683.
- Stay in the left lane.
- Merge onto the Bay Gateway route-A683.
- At the roundabout, proceed by taking the second exit.
- Turn left onto Slyne Road, also known as A6. Continue to follow A6.
- Take a slight left towards Coastal Road, or A5105.
- Merge onto Coastal Road, otherwise known as A5105. The destination will be on your left.
List of advisers under North Star Financial Consultants LTD:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
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