Based in Blackpool, Red Star Wealth are truly proud of their Lancashire roots. Established in 2011, its offices are located close to Blackpool Squires Gate Airport. We offer convenient parking right outside plus private meeting rooms – and great coffee and biscuits! To complement wealth management and general financial advice, Red Star Wealth also provides independent advice on tax, mortgages and pensions.
Looking after the financial needs of Blackpool residents
The Personal Financial Planning Process
As the term suggests, personal financial planning involves creating a plan that is fully tailored to an individual’s needs – rather than simply offering a range of financial products. We can only achieve that by investing quality time with existing and new clients and getting to understand their current situation and what they aspire to.
Our Financial Planning consultation process can be summarised in the following six steps:
- Establish your goals
- Understand your assets and liabilities
- Assess your current financial position
- Create a personalised plan
- Implement the plan
- Monitor and review
Understanding your Financial Needs
Only when we have a full understanding of where you are and where you want to get to can we start to provide financial advice that is appropriate for your needs. Red Star Wealth explain everything to you in a clear, transparent manner and that’s why we live each day by our motto “Honest, Open, Reliable”.
If you’d like a no-obligation initial consultation about any of your personal financial planning needs, we’d be delighted to help. Just drop us a line or call us on 01253 486346 and we’ll put the kettle on!