mortgages

Red Star Wealth Management
Long Business Description:

Red Star Wealth – independent financial adviser, educator & motivator on the Fylde Coast

Nick Cunliffe runs Red Star Education Paul is our pensions specialist Come and say hello to Bodge the office dog

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!

Multi Award Winner Kristen Cunliffe of Red Star Wealth  Winning at the Enterprise Vision Awards  Our First EVAS Win  Mother and Daughter award winners

Red Star Education offers personalised financial workshops to professional football academiesRed 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.

Business Website Address:
Business Phone Number:
01253 486 346
Post Code:
FY8 9LB
Business Address:
P O Box 360, Lytham St Annes
Roz Barnes Financial Planning
Business Genre:
Short Business Description:
Honest financial advice helping clients plan and achieve their financial goals.
Long Business Description:

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.

 

Business Website Address:
Business Phone Number:
07595 165520
Post Code:
WA4 6ED
Business Address:
63 Ellesmere Road, Warrington, Cheshire WA4 6ED