0330 038 8939
Based in Lytham-St-Annes
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: March, 2024
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Kristen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 05 December 2025
Kristen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Kristen has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kristen has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 September 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Kristen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Kristen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kristen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Kristen has provided information on their typical fees
Kristen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kristen (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Kristen
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kristen (based on 9 first impressions)
If you're on the hunt for someone to guide you through the intricate world of investment management and retirement income planning, you've come to the right place! With over two decades experience, I still get a kick out of what I do. Yes you read that right—I'm still as passionate as ever about financial planning. Over the years, I've witnessed firsthand the positive impact my advice can have on my clients' lives. From helping them achieve their dreams to securing their financial future, it's been an incredible journey. And you know what the secret is? It's simple: getting to know my clients inside out. Understanding their aspirations, dreams, and goals is key. I treat their financial objectives as if they were my own—because, let's face it, they are that important. Here at Red Star, providing top-notch customer service isn't just a motto—it's our way of life. My team and I are dedicated to making sure our clients feel valued and appreciated every step of the way. Going that extra mile? It's what we do best. So, whether you're gearing up for retirement, need advice on investment strategies, or want to tackle inheritance tax planning, I've got you covered. As a Certified Financial Coach, I'm here to support you through every big financial decision, ensuring you're on the path to financial freedom and peace of mind. I can't wait to meet you and embark on this journey together! Get in touch, and let's make those financial dreams a reality.
