Polaris Wealth Management Limited

Polaris Wealth Management Limited is a financial advisory firm based in Sheffield. It is authorised and regulated by the Financial Conduct Authority (FCA). The financial planner at the firm is Gregory (Greg). Polaris Wealth Management holds Chartered Financial Planner status, awarded by the Chartered Insurance Institute (CII).

The adviser is a Fellow of the Personal Finance Society and holds the Certified Financial Planner (CFP) accreditation from the Chartered Institute for Securities and Investment (CISI). The firm has been awarded Top Rated status every year since 2016 by VouchedFor. It serves clients based in the UK and follows a six-step financial planning process. Services include retirement planning, pensions and Inheritance Tax advice.

Property finance sits at the centre of what clients describe at this Sheffield-based practice, with mortgage advice, remortgaging and buy-to-let lending appearing repeatedly alongside wider financial planning. Reviewers frequently single out Greg for his knowledge and approachable manner, crediting him with guiding first-time buyers through purchases and supporting a client setting up a limited company to secure investment finance. An observation shared by more than one reviewer is the clarity of his explanations, with customers noting that complicated options are broken down into practical terms and that recommendations are tailored to individual circumstances rather than generic.

Several describe a continuing relationship, returning for savings, pensions and insurance matters after an initial mortgage or remortgage. Punctuality and organisation are recurring themes, with agreed deadlines reportedly honoured and communication maintained throughout the process. The unhurried, patient style is also highlighted, as clients feel listened to and their questions answered fully, including matters outside the immediate scope. Several accounts note the personable and well-organised nature of the service, and many state they would return for future needs and pass the details on to friends and family, particularly for property-related work and later-life planning.