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Financial Clarity

What we do

We can’t all be experts when it comes to financial matters.
Polestar Financial Planning offers financial advice on a wide range of areassee below
Please give us a call on 01252 626200 to talk to a Consultant.

Financial Planning

Financial Planning

It may seem basic but everything we do needs to be geared to managing our finances so that we can achieve long-term security, for ourselves and our family. Polestar Financial Planning can help you map out the most suitable routes for you to take.

Savings and Investments

Savings and Investments

In the present economic climate, we have to work that bit harder to make the most of our savings and investments to achieve the returns we would like.

The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

Retirement Planning

Retirement Planning

We are a long time retired, which is why planning for a comfortable retirement should be regarded as a priority.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. 

Protecting Your Loved Ones

Protecting Your Loved Ones

The people who are most important to you are the ones that you will want to offer financial protection to. You may not always be there to help them. There are all kinds of ways to ensure that the right kind of financial provision is put in place. Polestar Financial Planning will be happy to make suggestions that will give your loved ones protection – and you peace of mind.

Inheritance Tax Planning

Inheritance Tax Planning

Inheritance has become a hot topic amongst politicians in recent years. It is one that we ignore at our peril. Without the right inheritance tax provisions the Government could benefit more from your life’s work rather than your family.

Estate planning and Inheritance Taxation advice is not regulated by the Financial Conduct Authority.

Mortgage Solutions

Mortgage Solutions

Property is likely to be the biggest financial commitment that you ever make. Mortgages can become a minefield unless you seek advice so you are not drawn into a deal that means more to the lender than it does to you.

Your home may be repossessed if you do not keep up repayments on your mortgage or other loans secured on it. There may be a charge for mortgage arrangement of up to 2% of the loan amount. We will also receive commission from the lender.

Equity Release

Equity Release

A lot of your wealth can be tied up in your home. Equity release is a way of unlocking this wealth, but is an area that should only be considered with the advice of someone who has no strings attached.

Equity Release, Lifetime Mortgages, & Home Reversion Plan will reduce the value of your estate and can affect your eligibility for means tested benefits.

Corporate Planning

Corporate Planning

When running a business on a day-to-day basis, often you haven’t the time to really look too far ahead. We can help business people look at their corporate financial planning. We have the time and expertise to review financial areas that could help protect the company and benefit your business in the long term. Why not have an informal chat with one of our advisers?

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Interested in any of these topics?

For an informal, no obligation, chat with a consultant please call

(01252) 626200

or email


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.


Ian Russell DipPFS
Business Principal

Ian is the owner and Business Principal of Polestar Financial Planning. His main responsibilities are the development of client support and the growth of Polestar to ensure a future sustainable client service. Ian is married with 2 sons, enjoys cycling, keeping fit and follows Camberley RFC.


Hywel Rees DipFA
Financial Planning Adviser

Hywel has worked in Financial Services since 1987, within large corporate companies such as Prudential, Eagle Star, John Charcol and Scottish Widows. He was the regional chairman of the Life Insurance Association for Swindon. Hywel is married with two sons and enjoys coaching rugby, music and cooking. 

Nicky Borman

Nicky Borman
Practice Manager

Formerly 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.


What our clients are saying about us.


Key Guides

Polestar Financial Planning Key Guides are easy-to-read, full of useful information and free to download.
They cover 12 key areas.


Polestar Financial Planning publish a monthly Newsletter and regular Briefing Notes. Together these help us keep you informed of the latest news we feel is important.

Fancy a Chat?

We would love to talk to you and find out how we could help.

(01252) 626200    hello@polestarfp.co.uk

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