About Us

Introduction

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



What To Expect

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

Investing

Wealth Management

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.



Estate and Retirement Planning

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.

Lifestyle

Mortgages

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


Insurances

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

Contact Details


Complaints

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)

Redstone Wealth Management Limited is registered as a company in England & Wales, No. 12010714. Registered address: Senator House, 85 Queen Victoria Street, London, EC4V 4AB


Redstone Wealth Management Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority


The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK


Privacy Notice