Our opening hours have changed... Our office and telephone lines are now open from 8:45am to 5pm from Monday to Thursday. On Fridays, our opening times are 8:45am to 12:45pm.
Financial Planning that
Strategic planning. Down-to-earth advice. Stellar service.
Welcome to Star House Financial Services.
Chartered, proudly independent and here for every stage of your journey.
Since 2005 we’ve been helping individuals, families and businesses make sense of their financial world with clear advice and thoughtful planning. As a Chartered and fully independent firm, we offer trusted, impartial advice tailored to your unique goals.
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Gain clarity regarding your goals and how best to achieve them.
Enjoy more headspace and less admin.
Live life without worrying about money.
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.
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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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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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.
Ongoing Advice
In our opinion, financial planning can't be a transaction. To us, it is an ongoing relationship that lasts for years.
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.
We're independent.
Money doesn't matter.
Life does.
We understand that money isn’t the end goal, rather it’s the means to achieve the life that you want for you and your family. Your time (and how you use it), your health and your loved ones are of upmost importance to us.
Contact form
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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