Financial Adviser
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Welcome to the Financial Management Bureau
We all wish we could turn straw into gold; but in reality financial security boils down to planning, careful management and making sure your finances can cope with all the significant events and challenges in your life…
That’s where we come in. We are a family owned and managed firm; established in 1987.
We offer independent, holistic financial planning advice to both individuals and businesses. With over 30 staff, we’re big enough to provide an extensive service but still small enough to get to know you personally. We offer a tailored personal advice with a range of specialist services to suit your individual circumstances and needs including:
- Planning for retirement
- Lifetime cashflow modelling
- Wealth and portfolio management
- Inheritance tax planning
- Family trusts
- Lifetime mortgage (a type of equity release)
- Long term care planning
- Life insurance and critical illness cover
- Family income benefit
We can also arrange mortgages through a third party.
We understand the unique nature of family, farming and hospitality businesses in Cumbria and have devised a comprehensive service especially to suit our corporate clients. Many of our corporate clients have several generations of the family involved in the business.
Use our expertise to protect the long-term future of your business.
If you would like to find out more about our services or discuss any of the above; please do get in touch.
Red Star Wealth – independent financial adviser, educator & motivator on the Fylde Coast
What does financial stability mean to you? And more importantly what action are YOU taking to make you, your family and your business financially resilient and able to cope with whatever life holds. And let’s get started on those financial ambitions shall we? Established in 2011, Kristen (Red Star’s Managing Director) has the experience to be trusted to look after all your financial needs. Contact Kristen at office@redstarwealth.co.uk or call on 01253 486346 for a free initial consultation. Kristen takes a holistic approach to financial planning, thinking as much about your future plans and aspirations as you do!
Red Star Education is a program which has been specifically designed to educate on the subject of personal finance. The aim of Red Star Education is to provide a foundation of financial knowledge. This will in turn allow learners to seek reputable advice and understand the concept of personal financial planning and its importance. We have a book “Easy Money” which was written by Kristen and her husband Nick which teaches young people everything they need to know about personal finance in the UK. It’s £10.99 inc P&P. Contact us to order.
During the Covid-19 restrictions we are still available to support clients – new and existing. We are happy to conduct meetings via telephone, skype and zoom and can provide practical assistance with day-to-day financial questions like mortgages, investments, pensions and life insurance.
At Roz Barnes Financial Planning Ltd, we provide dedicated financial advice to private clients and businesses in North West England.
Helping clients grow, protect, and manage their wealth.
At Roz Barnes Financial Planning Ltd. we are committed to building and sustaining long-term client relationships based on trust, honesty and quality of initial and ongoing financial advice.
I offer face-to-face (or virtual) advice in the following areas:
• Retirement planning and pension advice
• Wealth creation, building and management – savings and investment planning
• Utilising tax allowances and efficiencies
• Protection assessment and advice – life assurance, critical illness cover and income protection
• Mortgages – residential and buy-to-let
I also have specialist knowledge in the financial needs of education professionals and am expert in Teachers’ Pension and Local Government. I work closely with schools and colleges to deliver free financial seminars and webinars to staff.