hello@star-house.co.uk

Our Process

Learn more about the way we do things, and the principles and processes that we live by at Star House.

Our 3 step process:

The financial world can be overwhelming, full of jargon and deluged with paperwork. We aim to smooth the path for you via our three step process:

1. We listen

First, we offer an initial discussion (at our own cost) to find out more about you, your family and what you want your future financial lives to look like.

2. We research

Next, we collate information regarding all of your existing arrangements, with expert analysis as to whether your existing arrangements serve you and your family's goals.

3. We simplify

We will cut through the swathes of information and formulate a plan with you, to help you to achieve the life that you want and to simplify your finances for the future. We will then ensure that said plan is implemented correctly, reducing administration for you where possible.

No discrimination based on wealth.

Many financial advisers today try to turn away people of limited means. Whilst we deal with a number of very wealthy individuals and families with particularly complex circumstances, we are very happy to talk to anyone who has been recommended to us. However, we will always be honest if we don't feel it would be cost-effective to use our services.

A focus on meaningful, long term relationships.

As a general rule, most of our services are geared towards providing holistic advice on an ongoing basis and it is not often we conduct one-off transactional business, nor do we provide an "execution only" service. We believe good quality advice is rarely transactional and success is evidenced by building long term relationships with our clients.

A lifelong partnership.

As with any relationship, regular 'maintenance' is required and our Wealth Management Service means that we can ensure that you are still on-track to meet your goals and live the life that you want. This includes reviewing and optimising your investment portfolio for long-term success, minimising tax liabilities to keep more of what you earn, and adapting your financial plan to suit your changing circumstances.