What we do
We can’t all be experts when it comes to financial matters.
Polestar offers financial advice on a wide range of areas – see below.
Please give us a call on (01252) 626200 to talk to a Consultant.
The Wealth Navigation System
Your support and work is fee based which means you are in control of the advice process and no work is done until those fees are agreed. We are able to provide tailored financial solutions by considering all the products relevant to you.
As you would expect any fee is agreed prior to each stage. You, as a current client or prospective client, can exit at any stage ensuring you maintain control of the whole process.
Our advisers have an average of more than 20 years’ experience within the financial services industry and we advise a diverse range of private and corporate clients.
Ian is the owner and principal of Polestar, a trading style of Positive Solutions. Ian has been an adviser since 1997 and is qualified to an advanced level in taxation and trusts (G10), Pensions (AF3) and Investments (AF4). He works principally with private clients addressing their concerns around inheritance tax, investment (for growth or income) and […]
Formerly a Personal Assistant working for the Economist at Nationwide Building Society for 13 years, then financial administration at Abbey Life, and Zurich for 2 years. Nicky holds the CII Financial Planning certificates level 1 and 2. Nicky was also the winner of the Swindon Business Womans Group Award in 2003.
Siân has worked solely with Independent Financial Advisers in a support and research capacity since 1996. These have included small local firms through to large national firms based in London covering every aspect of personal financial planning. In 2007 Siân made the decision to become self employed in order to balance work and family life […]
Tracey is an experienced business administrator having been a PA at Director level for companies including ntl (now Virgin Media) and Whitbread plc. She has also worked as a Financial Director’s assistant for a small publishing company and a MD’s assistant for a company providing mobile solutions for PCs.
What our clients are saying about us.
Very helpful and undertook instructions speedily
We have dealt with the firm over a number of years and are confident that they understand our position completely. We like the personal and friendly way queries or requests are dealt with and have made several referrals.
Go the extra mile to help
Nicky and the team are on the ball and will go the extra mile to help. It is a pleasure to do business with people who understand your needs and respond quickly and in a pleasant manner.
Polestar are extremely professional through their speed and style of communication and product knowledge.
Free initial consultation
The free initial consultation really helped me understand how Polestar supports their clients. The Independent Financial Advisor was clear & concise. I would have no hesitation recommending to others.
Understood our needs
Our Polestar adviser understood our needs. He really listened and heard what we asked. Polestar always had a reply quickly even if it was to tell me how long it would take for action.
Good communication and response to queries
Ian, over quite a number of years now, has coordinated my pension plans and finalised a reasonable result. Polestar provide good communication and response to queries.