Polestar

General information

We provide professional financial planning to clients throughout the UK.
Our main offices are located in:
• Fleet (Hampshire)
• Wokingham (Berkshire)

Our name comes from the Polestar in the night sky. This reflects our desire to be a guiding light in financial advice.

Established in 2006, our aim is to be seen as a robust local firm providing ‘City’ based leading edge yet proven solutions for our clients – delivered in a relaxed ‘family office’ style.

We are proud to be a boutique sized firm, as this means that we provide higher levels of personal care, focus and attention to detail.

Our financial planners are supported by our additional administration centres in Swindon, with our main office based in Fleet, Hampshire. This frees up their time to ensure they spend as much or as little time as YOU require.

THERE FOR YOU
We will be there for you throughout your financial journey during all the stages of your life. When you need us, our existing clients tell us we help by:

1. Establishing exactly what they want out of life before considering what financial requirements might be necessary in achieving these goals. In our experience such goals are rarely achieved by accident, more usually by design.

2. Utilising their existing provisions first (e.g. insurance plans, assets, savings, investments), before considering starting a new plan.

3. Researching the market on your behalf should we need to recommend an alteration or addition to what you have already in place.

Together we create a financial plan for any client’s life journey that anticipates and caters for key events along the way. We keep working with them to review and refine their plan, ensuring that it remains relevant and tailored to their needs as different circumstances arise during your journey.

SECURITY, BUYING POWER AND PEACE OF MIND
We chose to be part of the Intrinsic Group, a network of more than 3,000 financial advisers looking after their clients’ interests throughout the UK.

Intrinsic is one of the leading financial advice networks in the UK, with a strong track record of delivering great customer solutions.

Intrinsic itself is part of the Old Mutual Group, a FTSE 100 company with real financial strength that offers long-term security for all its customers.

You can read more about Intrinsic and Old Mutual on the website: www.intrinsicfs.com