Our mission
Your beacon in the complex world of wealth management
Anchored in excellence, Polaris Financial is dedicated to your prosperity and invested in you.
Our mission
Facilitating your success through insightful financial planning
Our mission is to facilitate your success through insightful financial planning. Anchored in excellence, Polaris Financial is your beacon in the complex world of wealth management.
We believe in independent financial advice and we specialise in tailored tax mitigated investment plans for corporate professionals and business owners.
Polaris Financial is led by financial planner Reece Brown, with offices in Canary Wharf, London and a base in Essex.
- Dedicated to your prosperity
- Invested in you
Top Rated 2023 on VouchedFor
Strategy
Triple Focus Approach
Every plan we build follows three focused stages, so your advice is grounded in what matters most to you.
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Step 1: Discover
Together we will find out what’s important to you
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Step 2: Design
We craft bespoke strategies that align your current situation with your personal aspirations
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Step 3: Develop
We optimise your assets for performance, affordability, and goal alignment
Our promise
No satisfaction, no fee - no hard feelings
”We charge only upon your complete satisfaction with our advice, providing a risk-free space to assess our value”
We only charge if you’re happy to go forward with a recommendation after we’ve shown you the plan and how to optimise your situation. We don’t believe in charging unless you’re 100% comfortable with the recommendation in front of you and you’re excited to proceed, if you’re not then there’s no fee and no love lost. We wanted to create a risk free environment where you can explore whether you think there’s value in using us.
How we work
Our Approach, Your North Star
Our commitment to detail and our client-centric approach set us apart. We follow a three-stage meeting process, ensuring a personalised service that aligns with your ambitions. Our intricate financial planning software enables us to carve the best path to your goals, while frequent meetings reinforce our dedication to your success.
- Three-stage meeting process
- Visual cashflow modelling
Talk with experts
Ready to navigate towards your financial goals?
Our experts are on hand to light the way. Get in touch with us today and take the first step towards your financial North Star.