Bespoke Wealth Management and Financial Advice - helping you to grow, protect and pass on your wealth. We provide fully independent, bespoke advice helping you achieve your goals and making sure your wealth works for you. The Financial Ombudsman Service is available to rule on individual complaints that clients and financial services businesses aren't able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk or contact them on 0800 0234 567. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. The value of investments can go down in value as well as up, and you could get back less than you invested.
It is therefore important that you understand the risks and commitments with any investments you make.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk or contact them on 0800 0234 567. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. The value of investments can go down in value as well as up, and you could get back less than you invested.
It is therefore important that you understand the risks and commitments with any investments you make.
Services
We are a boutique financial advice and wealth management firm, designed from the ground up to provide fully independent, face to face unbiased advice.
We select the best solutions from across the whole of the market for each and every recommendation we make without any outside influence in our decisions.
We focus solely on what is best for you.
Anthony has over 8 years of experience as a qualified financial adviser, providing bespoke wealth management and retirement planning advice.
He works extensively with high net worth individuals, concentrating on the principles of creating, protecting and passing on wealth.
We select the best solutions from across the whole of the market for each and every recommendation we make without any outside influence in our decisions.
We focus solely on what is best for you.
Anthony has over 8 years of experience as a qualified financial adviser, providing bespoke wealth management and retirement planning advice.
He works extensively with high net worth individuals, concentrating on the principles of creating, protecting and passing on wealth.
Wherever we can, we implement the usual measures of using recycled paper and envelopes, limiting the use of electricity and heating, sending large documents electronically where clients are happy to do so, and making sure all our confidential waste is securely shredded and recycled.
ESG (Environmental, Social and Governance) considerations are increasingly important in the modern world of investing.
We believe that investment and sustainability are not mutually exclusive and we are continually reviewing the wide range of ESG solutions available for clients to ensure we can accommodate clients individual preferences.
ESG (Environmental, Social and Governance) considerations are increasingly important in the modern world of investing.
We believe that investment and sustainability are not mutually exclusive and we are continually reviewing the wide range of ESG solutions available for clients to ensure we can accommodate clients individual preferences.
Wealth Management can seem complicated, but with a robust, thorough investment process we remove the complexity for clients and provide straightforward recommendations and advice.
By remaining fully independent we can ensure that our selection criteria is based 100% on what is best for our client without any bias.
We only recommend the funds and managers we believe to be the best fit for each client following our rigourous research process.
We keep our options open at all times and use multiple "approaches" to investment - active, passive, smoothed return, managed portfolio services, or full discretionary investment management - and the selection of the approach is solely down to what each individual client needs.
By remaining fully independent we can ensure that our selection criteria is based 100% on what is best for our client without any bias.
We only recommend the funds and managers we believe to be the best fit for each client following our rigourous research process.
We keep our options open at all times and use multiple "approaches" to investment - active, passive, smoothed return, managed portfolio services, or full discretionary investment management - and the selection of the approach is solely down to what each individual client needs.
Effectively planning for your retirement is one of the most important things you will do throughout your working career.
It is not uncommon today for people to spend as long in retirement as they did working, so it is vital that you have the means to live for as long as possible.
We can help by consolidating multiple policies, where appropriate, into a newer more efficient plan and we work with you to make sure that you are on track to meet your goals for retirement.
We work with private individuals and corporate clients, making sure you have the best scheme in place, and the best chance of achieving the retirement that you want.
It is not uncommon today for people to spend as long in retirement as they did working, so it is vital that you have the means to live for as long as possible.
We can help by consolidating multiple policies, where appropriate, into a newer more efficient plan and we work with you to make sure that you are on track to meet your goals for retirement.
We work with private individuals and corporate clients, making sure you have the best scheme in place, and the best chance of achieving the retirement that you want.
While most people take out life insurance to cover their mortgage - a very good thing to do - this is unlikely to be enough to provide the ongoing standard of living for your family that you want.
You may also suffer an accident or injury that prevents you from working - how would you cope financially in this circumstance?
At Red Kite Wealth Management we don't just cover the basics - we help clients to ensure they are fully protected.
We can arrange life cover, critical illness, income protection, business protection and general insurance, and our independence means we can use any provider from across the market to get you the best terms.
You may also suffer an accident or injury that prevents you from working - how would you cope financially in this circumstance?
At Red Kite Wealth Management we don't just cover the basics - we help clients to ensure they are fully protected.
We can arrange life cover, critical illness, income protection, business protection and general insurance, and our independence means we can use any provider from across the market to get you the best terms.
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