Star House Financial Services

-Star House Financial Services is an independent financial advice firm based near Bristol, led by company directors Damian Watkins and Amy Woolcott. Originally formed in 2005, our growth has been completely organic, based entirely upon our reputation for highly professional and personable financial advice and word-of-mouth recommendations from other happy clients and professional connections.

Our Story

From modest beginnings, we now look after a significant (and ever-increasing) number of clients from all over the UK and abroad, despite the fact that we do not actively market our services. Our growing team of advisers, paraplanners, and administrators are committed to professional development and work diligently to ensure the advice we provide our clients is backed up by high levels of research and supported by years of experience in the industry.

Our Services

We offer a wide range of professional independent financial advice covering:

• Investments both short and long-term
• Pensions and retirement planning
• Life assurance
• Tax and later life/planning

At Star House, our aim is to combine efficient and personable service with sophisticated expertise to give the best possible independent financial advice, which we feel everyone should be entitled to.

How We Work

We pride ourselves on being an independent financial advice firm, which means we are not driven by sales or financial targets. This allows our focus to be directed towards providing efficient and personable service to our clients.

Our Approach

Our approach is designed to help you and your family plan with a clearer vision for your financial future, incorporating cashflow planning tools to answer those burning "what if" questions. Above all, we aim to nurture and cultivate our clients' financial wellbeing as if it were our own.

Our Commitment to Excellence

We are committed to professional qualifications and strong technical knowledge, both for our advisers and for our support staff. We fund examinations, professional memberships, and additional training to encourage our staff to add to their knowledge and technical capabilities.

Efficiency

We aim to process any paperwork on the day of receipt and will acknowledge that it has reached our office safely. Where complex forms are required to be signed by our clients, we try to complete as much of the paperwork as we can ourselves to make things as easy as possible for our clients.

No Sales Targets

Neither Star House as a company nor its staff are driven by sales or financial targets. This means our focus can be directed towards providing efficient and personable service to our clients.

No Newsletters, Cold Calls or Switchboards

We do not provide newsletters, as these are by definition generic. We do not cold call, and when you call our office, you will always speak to a human being.