Get in touch.
Book a demo, ask a question, or just say hello.
Book a demo
See the platform in action with a 30-minute walkthrough tailored to your firm.
Prefer email? Reach us at hello@lodestarfs.com and we'll set something up.
We typically respond within a few hours.If you book a demo, you'll get a confirmation immediately with a calendar invite.
For advisory firms
What to expect
A 30-minute call focused on your firm — how you currently manage compliance, where the gaps are, and whether the platform can help. No sales deck. Just a conversation.
Common questions.
We work with your team to get the platform set up and configure your custom compliance rules. Typical onboarding is completed within a few weeks, depending on the complexity of your setup.
No. Your advisers continue working exactly as they do now, across both mortgage and protection advice. You upload calls and documents into the platform once they're available — advisers don't need to interact with it at all.
Yes — that's a core part of how Lodestar FS works. You define the checks that matter to your firm: things advisers should have said, things they shouldn't have said, cross-references between calls and documents, and more. Rules are fully customisable.
Yes. We take data security extremely seriously — as you'd expect from a compliance platform. We can discuss specific details around hosting, encryption, and data handling during your demo call.
Yes. The platform checks compliance files across both mortgage and protection advisory, applying the relevant rules to each type of advice.
Lodestar FS works for firms of all sizes — from boutique operations with a handful of advisers to large nationals with hundreds. The platform scales with your firm.
Pricing depends on the size and needs of your firm. Book a demo and we'll walk you through options tailored to your situation — no surprises.