In a very competitive market of Financial Advisors and Wealth Management Houses, how do you choose who to advise you on your most important financial decisions and most importantly – who to trust?

Here at Redstone Wealth Management Limited, we believe continued financial support and guidance throughout your lifetime is key to delivering great customer service and helping to achieve successful outcomes to your individual financial objectives

We pride ourselves in providing exceptional customer service with a tailored contact strategy that compliments your busy lifestyle

Which ever stage in the financial life cycle you find yourself in, we can offer a robust service that is tailored to your individual needs. Whether that be preserving, managing or creating your wealth

We will have an initial meeting to gather information on what is important to you currently and any future plans you may have, alongside your attitude to risk. We do not usually charge a fee for the initial consultation

Time is then spent researching and analysing various scenarios that incorporates your current plans, we will then provide you with our recommendations on how to achieve these plans efficiently and to be able to build upon for the future

If you are happy with our advice, if you chose, we work on your behalf to achieve the desired results and communicate directly with any third parties concerned when implementing the recommendation

As part of our continued support, our ongoing service includes regular reviews that are advised to have at least annually. This allows you to be able to stay informed with current affairs with regard to changes in legislation or taxation that could potentially affect your plans and also a chance for us to stay informed with any changes to your circumstances

In a challenging economic environment, it can be difficult to find an investment strategy that works for you and your personal situation. We believe in respecting your attitude to risk and your market composure through diversifying your portfolio and selecting the right asset allocation

We will work closely together to fully understand your current financial situation and future objectives to then be able to structure and put a plan in place to help you achieve your goals

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

There are many tax efficient vehicles to help preserve and grow your wealth in order for your family and future generations to benefit

Pensions can be complex, however this is an area we specialise in. We offer a comprehensive service that not only offers analysis of your current retirement arrangements, but also provides suitable alternatives or solutions for those new to saving for their retirement

Whilst estate planning is important for those we leave behind, it is also of the upmost importance for you to have the reassurance that provisions are made to maintain your lifestyle

The Financial Conduct Authority do not regulate estate planning.

Securing funds for your dream home or your next investment opportunity can be a stressful time, we provide a seamless service that offers a wide variety of mortgage solutions to meet your requirements

Having access to this wide range of lenders, provides flexibility in the market place with choice, whether you are buying your first home or making your next purchase for your property portfolio

It is important to have the right protection in place that is tailored to your current financial situation. Insurances are an integral part of financial planning and provides you with peace of mind, should the worst happen, you and your family are comprehensively covered

We provide regular reviews to make sure you have the right protection in place at the right time, that is suited to your personal circumstances and your future endeavours

If you are unhappy with our service

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:

Quilter Financial Planning Complaints Department

Riverside House

The Waterfront

Newcastle upon Tyne

NE15 8NY

Email: [email protected]
Tel: 0191 241 0700

You can find more information by visiting the Quilter Financial Planning website:
http://www.quilterfinancialplanning.co.uk/contacts/

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service
(www.financial-ombudsman.org.uk)