About Polaris Wealth Management Limited
Polaris Wealth Management builds tailored financial plans around retirement, investments, pensions and changing life circumstances. Retirement planning starts with understanding future goals, then uses financial planning software to explore how decisions and life events could affect progress. The service can include reviewing existing pension pots, considering consolidation and assessing investment arrangements.
The business also supports business owners, high earners and people facing significant life events, with protection planning that may include life insurance and critical illness cover. Clients receive one-to-one advice shaped around their goals, wealth and personal circumstances. Pension planning is a central part of the service, alongside reviews of investment portfolios and the financial position needed for a more comfortable retirement.
Before you choose Polaris Wealth Management Limited
5.0 on average from 16 reviews
In its favour
- Scenario-based financial planning
- Pension pot reviews
- Tailored retirement strategies
Typical client: People planning retirement or reviewing pension arrangements
Specialties
Key facts
- Type
- Financial planner
- Rating
- 5.0 on average from 16 reviews
Prices
Prices published on its website, checked on 1 November 2026.
- Focused advice£895
- Minimum annual charge£500 /year
- Minimum charge£3,000
- Mortgage fee£325
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Questions and answers
Is the initial financial planning meeting free?
Yes. Polaris Wealth Management pays for the initial meeting, and there is no obligation to sign up for its services afterwards.
Can a financial planner meet at home or online?
Yes. Polaris Wealth Management usually meets clients at home, can meet at an office with a private room, and offers virtual meetings through Teams or Zoom.
How much does focused financial advice cost?
Focused advice from Polaris Wealth Management costs £895.
How much is the mortgage advice fee?
The mortgage advice fee is usually £325, although it is rarely more and can sometimes be less.
Do you advise on final salary pension transfers?
No. Although qualified in this area, Polaris Wealth Management does not currently advise on final salary transfers and can refer clients to a trusted connection.
Is Polaris Wealth Management FCA authorised?
Yes. Polaris Wealth Management is directly authorised by the Financial Conduct Authority.
