Savings & Investments

Saving and investing doesn’t need to feel overwhelming – and it doesn’t have to be complicated either.

Whether you're putting money aside for a dream holiday or have a patchwork of old ISAs, we are here to help you make sense of it all. From simple savings options like cash ISAs, deposit accounts, and National Savings* to more growth-focused investments like unit trusts, investment bonds, structured products, and stocks & shares ISAs – we will help you find the right mix.

It doesn’t matter if you’re saving for something big, something small, or just want to feel more in tune with your money—we can work with you to create a plan that suits your goals, your timescales, and your comfort with investment risk. Short term or long term. Safe or adventurous. Essential expenses or little luxuries. Whatever your savings dreams look like, Red Star Wealth will guide you there.

Already have investments?

If you are using a fund supermarket or investment platform, ask yourself - are your funds being reviewed regularly? Do you still understand what you're invested in? Or do things feel a bit out of synch with your views and the economic picture? We can carry out a full review of your portfolio and, in many cases, manage it for you without the need to move platforms.

If you’re a trustee, you’ll know that the Trustee Act 2000 puts a duty of care on you when it comes to investment decisions - especially if you’re a professional trustee like a solicitor or accountant. We can help by reviewing your existing trust investments, recommending suitable alternatives where appropriate, and documenting our research thoroughly to support your compliance and peace of mind.

*Please note: National Savings are not regulated by the Financial Conduct Authority.