Red Star Wealth
The Financial Adviser Zoner
Red Star Wealth – independant financial advice with a difference
We started in April 2011 with a totally client centric business model – Managing Director, Kristen Durose aimed to provide clients with a bespoke financial planning service combined with a genuinely honest relationship and a level of customer service experienced in the world’s best hotels.
To get the most from engaging with a financial adviser the relationship you have should be based on trust and understanding – this approach has meant Red Star Wealth has clients which have worked with their advisers for more than 15 years – long before Red Star Wealth was born. This is testament to the longevity of the connections made and the reliability of advice and service.
The team at Red Star Wealth pride themselves on their totally independent status and as the company is not tied to any particular product provider and is not part of any joint venture as so many financial advisers are in the current market, clients of Red Star Wealth can be confident that the advice they receive is the very best advice for them and their own personal circumstances. It is not a requirement to fit into any pre-determined box as all financial plans are created as individually as you are!
Clients of Red Star Wealth can ask for our help with:
Pension planning including transfers and pension freedom advice.
Investment planning including ISAs, investment bonds and alternative investments.
Mortgages including commercial borrowing.
Insurance to protect life, critical illness, income and private healthcare.
Inheritance tax planning.
Bodge the office dog – she’s a filmstar!
If you’re a dog lover, we have Bodge the Office Dog ready to greet visitors to our welcoming ground floor offices in Blackpool. You can watch Bodge’s first film here.
Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links. The content is aimed at UK residents
Red Star Wealth Management Limited is an appointed representative of The Tavistock Partnership Limited which is authorised and regulated by the Financial Conduct Authority. FCA Number 546014. Company Number 8012302. Registered Address: 44 York Street, Clitheroe, BB7 2DL. Registered in England & Wales.