Whether you are saving for a holiday or you have an outdated collection of ISAs, we can provide you with all the help you need. From cash ISAs, National Savings* and deposit accounts to investment* vehicles such as unit trusts, investment bonds, structured products and equity ISAs.
Whatever savings & investments* you currently have or ones you think might be suitable, we can help put a plan together so you can achieve your savings dreams. Long or short term. Huge expenses or little treats. Safe or Risky. Let Red Star guide you.
Do you have a fund supermarket or investment platform? Are the funds being monitored? Or do you feel out of control of your own money? Red Star Wealth can assess your portfolio and in most cases can look after it for you without having to change platforms.
Are you a trustee? It is part of the Trustee Act 2000 that you have a duty of care to follow when making trustee investment decisions, with a higher duty placed on professional trustees such as solicitors and accountants. We can help you to review existing trust investments or recommend new ones, detailing all the research process for your files.
* National Savings are not regulated by the Financial Conduct Authority.
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