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Financial Planning that

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We understand that money is not the end goal, rather it’s the means to achieve the life that you want for your family. We’re just as interested in the latter and what that looks like to you as we are in your finances.

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Be certain that you are heading in the right direction.

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Take things off your mind and gain back some headspace.

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Understand your finances and what you're trying to achieve.

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We're here to help you understand your position and what you're looking to achieve.

You may feel overwhelmed and confused by your finances. We're here to make you feel less confused and confident about your money going forwards.

We help our clients with:

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Financial Planning

Looking at all aspects of your financial situation, we pull together a clear picture of how your money is working (or not working) for you.

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Legacy Planning

Whether it's later life planning, estate planning, or trust planning, we have expertise to help you with this.

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Investment Advice

We don't believe in picking the next best stock or hot company. We look at the evidence, using decades of academic research, instead.

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Protection Planning

We know that protecting yourself and your family is hugely important. We can help you put strategies in place to ensure this is dealt with.

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Pensions & Retirement

You've worked hard for your money. It is now time to enjoy it and do the things you have always wanted to.

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Ongoing Advice

In our opinion, financial planning can't be a transaction. To us, it is an ongoing relationship that lasts for years.

Our people.
Your team.

We're a long-established Chartered firm with a highly qualified group of long-standing team members.


We have no financial targets and no marketing activities (because frankly we don’t need to), which means that we can focus on spending our time providing the best service possible to clients.

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We're independent.

This means that we're not restricted in the services that we can provide to you. We are able to research the entire market to find the best solution for you and your circumstances.

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Contact form

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Star House Financial Services Limited is authorised and regulated by the Financial Conduct Authority (FCA registration number 737736). Star House Financial Services Limited is entered on the Financial Services Register https://register.fca.org.uk under reference 737736. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority. Company registered in England and Wales No. 05351519. Registered Office: Oak Apple House, North Street, Milborne Port, Sherborne DT9 5EW

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