Discover Financial Empowerment

Uncover The Power Of Bespoke Wealth Management

OUR MISSION

Our mission is to facilitate your success through insightful financial planning. Anchored in excellence, Polaris Financial is your beacon in the complex world of wealth management. We believe in independent financial advice and we specialise in tailored tax mitigated investment plans for corporate professionals and business owners.

Dedicated to your prosperity

Invested in you

RATINGS

CUSTOMER REVIEWS

Proudly rated 4.9/5.0 on VouchedFor – a testament to our unwavering commitment to exceptional service and client satisfaction.

Our clients’ trust and positive feedback drive us to continuously elevate our standards and deliver outstanding experiences. We are grateful for their support, and we remain dedicated to serving them with utmost care and expertise.

WHAT WE OFFER

OUR SERVICES

Our services are specifically designed to chart the course to your financial goals. We offer investment recommendations, pension advisories, and insurance consultations, all fine-tuned to your unique circumstances.

Investment recommendations

Unearth lucrative opportunities with our bespoke investment recommendations.

Pension recommendations

Plan for a secure, worry-free future with our comprehensive pension advice.

Insurance recommendations

Safeguard your wealth and mitigate risk with our expert insurance consultations.

Investments carry risks. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.

STRATEGY

TRIPLE FOCUS APPROACH

1.

DISCOVER

Together we will find out what’s important to you

2.

DESIGN

We craft bespoke strategies that align your current situation with your personal aspirations

3.

DEVELOP

We optimise your assets for performance, affordability, and goal alignment

NO SATISFACTION, NO FEE - NO HARD FEELINGS

”We charge only upon your complete satisfaction with our advice, providing a risk-free space to assess our value”

NO RISK

We only charge if you’re happy to go forward with a recommendation after we’ve shown you the plan and how to optimise your situation. We don’t believe in charging unless you’re 100% comfortable with the recommendation in front of you and you’re excited to proceed, if you’re not then there’s no fee and no love lost. We wanted to create a risk free environment where you can explore whether you think there’s value in using us.

OUR APPROACH, YOUR NORTH STAR

Our commitment to detail and our client-centric approach set us apart. We follow a three-stage meeting process, ensuring a personalised service that aligns with your ambitions. Our intricate financial planning software enables us to carve the best path to your goals, while frequent meetings reinforce our dedication to your success.

TALK WITH EXPERTS

Ready to navigate towards your financial goals? Our experts are on hand to light the way. Get in touch with us today and take the first step towards your financial North Star.

We take your Privacy Seriously. Personal information submitted to us with this form will be treated in accordance with the Data Protection Act 2018 and General Data Protection Regulations ‘GDPR’. By submitting this enquiry form you expressly consent to be contacted without prior notice or arrangement by using the contact details you have provided on the form. For further information on how we treat your personal information, please view our Privacy Notice

Contact Info

Monday to Sunday 9am — 5:30pm

Reach out to a member of our team

Email Us: info@polarisfinancial.co.uk

Call Us: +44 (0) 2035 763 601

Other Pages

“Polaris Financial Limited is an appointed representative of Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority. Polaris Financial Limited is registered in England and Wales under number 12873479. Registered office: 8th Floor, 77 Marsh Wall, Canary Wharf, London E14 9SH.

Polaris Financial Limited is entered on the Financial Services Register (https://register.fca.org.uk/) under reference 1015904.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.”

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