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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 Management are independent financial advisers based in Blackpool, Lancashire.
We offer a range of financial services for individuals and companies, including advice on SIPPs and other pensions, investments and mortgages. Our award-winning IFA service is dedicated to providing clients with individual solutions to their financial needs. We invest time in getting to understand the requirements of our clients and explaining all the options honestly, openly and reliably. Established since 2011, Red Star Wealth Management has the experience to be trusted to look after your financial needs. Contact us at firstname.lastname@example.org or call us on 01253 486346 for a free initial consultation.
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 mortgage holidays, credit repayments, Government support for individuals and businesses.