NorthStar Wealth Management Group

What NorthStar Wealth Management Group does

NorthStar Wealth Management Group is a privately-held UK wealth advisory firm headquartered in Southampton. Founded in 2016, the company provides independent financial planning, wealth growth, and lifestyle protection services, operating as a for-profit entity with a small headcount of 1-10 employees.

The firm follows a boutique independent financial advisor (IFA) model common in the UK market, combining personal financial planning, investment advisory, and protection (insurance) products for individual clients. The service mix — financial planning, wealth growth, and lifestyle protection — is consistent with traditional holistic wealth advisory rather than a specialized or technology-led proposition. No proprietary technology, digital platform, mobile app, API, or integration ecosystem is documented in available sources, and the company website (nswm.co.uk) was inaccessible during data collection, displaying only a verification/loading page with no extractable content.

Information on revenue, pricing structure, customer segments, technology stack, leadership team, funding history, partnerships, awards, and corporate actions is absent or inaccessible. Consequently, the firm's client mix, assets under management, fee model, regulatory affiliations, and growth profile cannot be substantively characterized beyond the stated service categories and basic firmographics.

Name

NorthStar Wealth Management Group

Website

https://nswm.co.uk

Company type

Private

Founded year

2016

Headcount range

1–10 employees

Short description

NorthStar Wealth Management Group is a small, privately-held UK wealth advisory firm in Southampton that offers independent financial planning, wealth growth, and lifestyle protection services to individual clients since 2016.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

Keywords

• Financial planning
• Wealth management
• Lifestyle protection
• Investment advisory
• Retirement planning

Headquarters

HQ city

Southampton

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

NorthStar Wealth Management Group is an independent financial advisory firm offering personalized financial planning, wealth growth strategies, and lifestyle protection services to individual clients. Operating as a small boutique practice (1-10 employees), the firm delivers holistic personal finance guidance rooted in independent advice rather than proprietary product sales.

Differentiator

Problem solved

Functional benefit

Products and services

• Independent Financial Planning Personalized financial planning advisory service for individual clients covering budgeting, saving strategy, goal setting, and overall financial roadmap. Delivered by an independent advisor based in Southampton, United Kingdom.
• Wealth Growth Advisory Investment and wealth accumulation advisory service to help individual clients grow their assets over time. Targeted at mass-affluent to high-net-worth individuals in the UK seeking long-term portfolio guidance.
• Lifestyle Protection Advisory Advisory service focused on protecting clients' lifestyles and assets, encompassing protection planning such as insurance and risk mitigation strategies for individual clients and households.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Rathbones: Major UK-listed wealth manager providing investment management, financial planning and tax services to private clients, charities and intermediaries — same addressable UK wealth market as NorthStar but operating at substantially larger AUM scale.
• Hargreaves Lansdown: UK retail investment platform and wealth manager, providing advised and self-directed investment, pension and protection services — adjacent competitor for the same UK mass-affluent and retail wealth client.
• Quilter: UK wealth manager with a national advice network and platform offering financial planning and investment solutions — directly relevant incumbent competing in the same independent-advice segment NorthStar targets.
• St. James's Place: Largest UK wealth manager by client assets, distributing advice through a national partner/advisor network offering financial planning, investment and protection products — sets the incumbent benchmark NorthStar must differentiate against.
• Brewin Dolphin (part of RBC Wealth Management): UK wealth manager with discretionary and advisory investment services to private clients and intermediaries — comparable service set (wealth management and financial planning) targeting a similar UK client base.
• Canaccord Genuity Wealth Management (UK): UK wealth management arm providing investment management, financial planning and advisory services to private clients — directly comparable product scope and UK target market.

Direct peers

• Seven Investment Management (7IM): UK investment and wealth manager serving private clients and intermediaries with discretionary portfolio management and financial planning — comparable mid-market independent-advice positioning.
• Mattioli Woods: UK-listed independent wealth and asset management firm providing financial planning, investment advisory and workplace pensions to HNW individuals and SMEs — same independent-advice model and client profile as NorthStar, but at materially greater scale.
• Evelyn Partners (formerly Tilney Smith & Williamson): Large UK wealth management and professional services group offering financial planning, investment management and tax/estate services to private clients — highly comparable service mix to NorthStar across planning, wealth and protection.
• Charles Stanley: UK-headquartered, long-established independent wealth manager offering financial planning, investment management and protection services to private clients — directly comparable scope and target market to NorthStar's stated offering.

Market position

Strengths2 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights3 records

Customer concentration

• Xx.com/ns_wm
• Facebookfacebook.com/nswmuk
• LinkedInlinkedin.com/company/northstar-wealth-management-group-ltd

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about NorthStar Wealth Management Group