Managing Director Kristen has worked in the financial service profession since 1998, she qualified in 2001 shortly before her daughter Izzy was born. Since then she has gained qualifications in Mortgage Advice, Equity Release (Lifetime Mortgages), Customer Services in a Regulated Environment and Trusts. She is studying to become a Chartered Financial Planner.
Her clients are both private individuals and corporate entities.
Kristen launched Red Star Wealth in April 2011 to be able to deliver exceptional customer service in a professional but approachable style.
Not one to stand still for long, Kristen with her partner Nick also run Red Star Education Limited, providing financial literacy education. She is a non-executive director of Blackpool Entertainment Company which runs the iconic Winter Gardens. She is passionate about travel, music and the arts.
Sue and Kristen have worked together for 10 years, before Sue's maternity leave, and the launch of Red Star Wealth, interrupted the team. Sue joined Red Star Wealth in October 2012 as Kristen's personal assistant.
Sue is a qualified accounting technician and is studying the CII's Award in Financial Administration.
When at home Sue's time is mostly taken up with her daughters Lucy (born June 2011), her second daughter Amelia was born in July 2015 and helping her husband run the family business, CVM (Preston) Ltd.
Paul has had more than 30 years experience of providing investment advice for his clients. This includes 20 years on behalf of a major insurance company and the last 10 years as an Independent Financial Adviser.
For investments, the areas that Paul specialises in include investments for growth or income, and advice on inheritance tax planning including the use of trusts. Paul also has specialist qualifications in the field of pension planning, which includes advice on the many options available at retirement.
Paul lives in Preston with his wife and 2 boys and has a keen interest in playing the guitar badly.
Ash joined the team in late 2016 as our social media manager and to help Sue in the office. She has quickly been adopted by Bodge too! Ash has recently completed an NVQ in Business Administration and we will be supporting her on her next round of qualifications this year.
Bodge is the Red Star Wealth office dog. Rescued by Kristen and Nick in July 2016 after being mistreated, she does not like to be left alone. After stealing the hearts of the entire team, Bodge now comes to the office daily and greets everyone who visits us. Her favorite toys are a stuffed donut and Phil the Pheasant.
We know not everyone likes dogs so we can and do put her in the kitchen if visitors prefer.