Take it as red. Honest. Open. Reliable.
Red Star Wealth Management is an independent financial advisory firm based on the Fylde Coast, Lancashire. Our team of experienced financial advisers offers a range of services designed to help individuals and companies achieve their financial goals. We provide personalized advice on investments, corporate pensions, insurance, and tax planning, always putting the needs of our clients at the forefront of our work.
Our award-winning IFA service is built on the principles of honesty, openness, and reliability. We take the time to understand the specific requirements of each client, explaining all options clearly and concisely. Established in 2011, Red Star Wealth Management has the expertise and experience to be trusted with your financial needs.
Our Services
At Red Star Wealth Management, we understand that every individual and business has unique financial objectives. That's why we offer a customized approach to financial planning, tailored to meet the specific needs of each client. Our services include:
- Investments: We provide expert advice on investment strategies for growth or income, including inheritance tax planning and the use of trusts.
- Corporate Pensions: Our team helps businesses design and implement effective pension schemes that meet the needs of both employers and employees.
- Insurance: We offer guidance on a range of insurance products, including life insurance, critical illness cover, and income protection.
- Tax Planning: Our financial advisers provide expert advice on tax-efficient strategies to minimize tax liabilities and maximize wealth.
Our Team
At Red Star Wealth Management, we pride ourselves on our small but perfectly formed team. Our team of experienced financial advisers, led by Managing Director Kristen Cunliffe, is dedicated to providing exceptional service and personalized advice to each and every client.
Testimonials
Don't just take our word for it - our clients have praised our services for their professionalism, patience, and thorough attention to detail. Take a look at what some of our happy clients have to say about us.
Red Star Wealth Management Reviews Summary
Excellent Financial Advice
Red Star Wealth Management has received widespread praise from its clients, with multiple reviewers commending the company's MD, Kristen, for her exceptional financial advice and guidance. Reviewers have appreciated her ability to explain complex financial concepts in a straightforward and jargon-free manner, making it easy for them to understand and make informed decisions.
Professional and Friendly Service
The company's team has been praised for their professionalism, friendliness, and willingness to help clients with any queries or concerns they may have. Many reviewers have expressed their gratitude for the team's prompt response to their questions and their ability to provide sound advice in times of need.
Trustworthy and Knowledgeable Advisors
Reviewers have consistently praised the company's advisors, particularly Kristen, for their trustworthiness, knowledge, and expertise in the field of finance. Clients have appreciated the team's ability to take the time to understand their specific situation and provide tailored advice and guidance.
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