{"id":328,"date":"2018-03-13T14:06:31","date_gmt":"2018-03-13T14:06:31","guid":{"rendered":"http:\/\/www.redstarwealth.co.uk\/blog\/?p=328"},"modified":"2018-08-05T10:42:05","modified_gmt":"2018-08-05T09:42:05","slug":"personal-financial-planning-in-blackpool","status":"publish","type":"post","link":"https:\/\/www.redstarwealth.co.uk\/blog\/personal-financial-planning-in-blackpool\/","title":{"rendered":"Personal Financial Planning in Blackpool"},"content":{"rendered":"

\"PersonalRed Star Wealth Management provide personal financial planning for local clients across the Fylde coast and throughout the UK.<\/p>\n

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 \u2013 and great coffee and biscuits! To complement wealth management and general financial advice, Red Star Wealth also provides independent advice on tax<\/a>, mortgages<\/a> and pensions<\/a>.<\/p>\n

<\/h2>\n

Looking after the financial needs of Blackpool residents<\/h2>\n

\"RedManaging Director Kristen Durose grew up in Blackpool and has an excellent understanding of the individual financial planning needs of local residents and businesses. When not helping clients with their financial advice requirements, Kristen supports a number of local charities, such as the Blackpool Carers Centre<\/a>\u00a0who provide support for carers of all ages. Kristen is also Governor of Montgomery High School which caters for almost 1,500 pupils in north Blackpool. Kristen was recently nominated as Financial Advisor of the Year<\/strong> in the Lancashire Women in Business Awards. Plus, Red Star Wealth has been nominated in the Business of the Year category.<\/p>\n

The Personal Financial Planning Process<\/h3>\n

As the term suggests, personal financial planning involves creating a plan that is fully tailored to an individual\u2019s 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.<\/p>\n

Our Financial Planning consultation process can be summarised in the following six steps:<\/p>\n

    \n
  1. Establish your goals<\/li>\n
  2. Understand your assets and liabilities<\/li>\n
  3. Assess your current financial position<\/li>\n
  4. Create a personalised plan<\/li>\n
  5. Implement the plan<\/li>\n
  6. Monitor and review<\/li>\n<\/ol>\n

    Understanding your Financial Needs<\/h3>\n

    Only when we have a full understanding of where you are<\/em> and where you want to get to<\/em>\u00a0can 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\u2019s why we live each day by our motto \u201cHonest, Open, Reliable\u201d.<\/p>\n

    If you\u2019d like a no-obligation initial consultation about any of your personal financial planning needs, we\u2019d be delighted to help. Just drop us a line<\/strong><\/a> or call us on 01253 486346<\/strong> and we\u2019ll put the kettle on!<\/p>\n","protected":false},"excerpt":{"rendered":"

    Red Star Wealth Management provide personal financial planning for local clients across the Fylde coast and throughout the UK. 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 […]<\/p>\n","protected":false},"author":1,"featured_media":340,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false,"spay_email":"","footnotes":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false},"categories":[1],"tags":[],"yoast_head":"\nPersonal Financial Planning in Blackpool - Red Star Wealth<\/title>\n<meta name=\"description\" content=\"Red Star Wealth Management provide personal financial planning for local clients across the Fylde coast and throughout the UK. 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