
Financial Clarity
Our Approach
The Wealth Navigation System
Your support and work is fee based which means you are in control of the advice process and no work is done until those fees are agreed. We are able to provide tailored financial solutions by considering all the products relevant to you.
As you would expect any fee is agreed prior to each stage. You, as a current client or prospective client, can exit at any stage ensuring you maintain control of the whole process.

Key Staff
Our advisers have an average of more than 20 years’ experience within the financial services industry and we advise a diverse range of private and corporate clients.

Mark Ellis DipFA MLIBF
Financial Planning AdviserMark became a financial adviser back in 1993 after owning and running a number of retail businesses. Mark worked as an employed adviser for Friends Provident for 11 years before starting his own practice which merged with Polestar in 2019. Mark specialises now mainly in advising on pensions and investments. Mark is married with 3 […]

Rob Yeates DipPFS
Financial Planning AdviserRob has worked in Financial Services since leaving school in 1968, with large corporate companies such as Barclays Bank and Scottish Amicable (which has since been acquired by Prudential). He became an Independent Financial Adviser in 1999, working mainly in the Employee Benefits arena, assisting SME’s in structuring and managing their Employee benefits offerings. During […]

Hywel Rees DipFA
Financial Planning AdviserHywel has worked in Financial Services since 1987, within large corporate companies such as Prudential, Eagle Star, John Charcol and Scottish Widows. During his time at Scottish Widows he became the regional chairman of the Life Insurance Association for Swindon. Hywel is married with two sons and enjoys coaching rugby, music and cooking. Hywel joined […]

Nicky Borman
Practice ManagerFormerly a Personal Assistant working for the Economist at Nationwide Building Society for 13 years, then financial administration at Abbey Life, and Zurich for 2 years. Nicky holds the CII Financial Planning certificates level 1 and 2. Nicky was also the winner of the Swindon Business Womans Group Award in 2003.
Testimonials
What our clients are saying about us.
Go the extra mile to help
Nicky and the team are on the ball and will go the extra mile to help. It is a pleasure to do business with people who understand your needs and respond quickly and in a pleasant manner.
Extremely professional
Polestar are extremely professional through their speed and style of communication and product knowledge.
Understood our needs
Our Polestar adviser understood our needs. He really listened and heard what we asked. Polestar always had a reply quickly even if it was to tell me how long it would take for action.
Good communication and response to queries
Ian, over quite a number of years now, has coordinated my pension plans and finalised a reasonable result. Polestar provide good communication and response to queries.
Adviser understands our needs well
The Polestar adviser understands our needs well. He has worked with us over a lengthy period which initially involved clearing up a confusion of financial matters and over recent years supporting and guiding us to a planned approach. Polestar give prompt responses to questions and an organised approach to keeping clients up to date on financial matters.
Helpful bulletins
I’m happy with the advice I’ve been given. Their regular bulletins are very helpful.