Meet the Team at Northern Star
Qualifications: 3 Advanced Diplomas; Investment Planning, Taxation & Trusts and Financial Planning.
“As ‘Lead financial planner’ I enjoy helping clients solve complex financial problems so that they can afford the lifestyle they want. I am also immensely proud of the work that Northern Star carries out, helping clients and providing peace of mind where ever possible.”
Prior to setting up Northern Star Financial Management Limited (authorised March 7th 2007), owner and director Leigh was a financial planner with Foresters Financial from 2000 before being head hunted by Friends Provident.
Qualifications: Certificate In Financial Administration and Planning.
“As Practice Manager and Compliance Co-ordinator, it is my job to ensure the company runs smoothly and is fully compliant at all times.”
Sarah joined the business in 2010 having previously gained valuable experience working at Yorkshire Bank for 13 years as an Office Manager and a Director of a Mortgage brokers for four years.
Qualifications: CeMAP to provide mortgage advice / CeFA, DipFA – to provide full financial advice on pensions and investments.
“For me, it is all about the client. Making sure they are happy and well informed on their investments.”
After holding various positions at Yorkshire Bank from 1984 (branch manager, sales manager and private banking manager), Mike set up Richmond Financial Solutions Ltd in 2005 (which became Richmond Broker Solutions in 2007) and was a mortgage and insurance adviser. Joining Northern Star in 2011, he has progressed to Full Financial Planner.
Qualifications: CeFAP (completed in 2017) / CeMAP (trainee) to provide mortgage advice.
“My role at Northern Star as Practice Administrator is to support Mike with all the administration needs to ensure we can provide the best service possible for our clients.”
Kat joined Northern Star in 2015 having previously been a recruitment consultant for over four years.