Kristen Cunliffe

Kristen Cunliffe

Red Star Wealth Management Limited

Kristen's reviews

Reviewed for

Insurance and Protection ( 12 )

Mortgages ( 10 )

Pensions ( 32 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 13 )

Auto Enrolment ( 2 )

Investments and Savings ( 25 )

Pension Transfers - Non Specialist ( 6 )

Inheritance Planning ( 7 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 13 )

Financial Mentoring ( 3 )

Financial Coaching ( 4 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 4 )

£100k - £200k ( 4 )

Up to £50k ( 8 )

£50k - 100k ( 3 )

Review

by a verified client in Merseyside

7 hours ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

To minimise inheritance tax liability

How has Kristen Cunliffe helped you?

Giving multiple options to invest with the minimum impact of tax

Have you seen the outcome you were hoping for?

It's too early to say at this stage

What could they have done better?

No

Review

by a verified client in Lancashire

6 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Looking for advice for IHT planning for elderly parents who had not taken these steps before. Let down by a previous advisor and was referred by a member of extended family.

How has Kristen Cunliffe helped you?

Suggested easier, cheaper and no doubt cheaper ways of limiting IHT liabilities than what had previously been suggested (Trusts). Also confirmed steps we were thinking of taking were legitimate/legal.

Have you seen the outcome you were hoping for?

Too early to say as yet, but have every confidence that the advice provided will help.

What could they have done better?

N/A

Kristen:

I am so pleased that I have been able to support your family, and your parents on this important area of planning. I very much appreciate you all trusting in me to help you. I very much appreciate the review.
First impression

by a VouchedFor user

6 days ago

Overall

Please provide a brief comment about your experience with Kristen

It was great to meet with Kristen and understand the services that Red Star Wealth can offer. Kristen brought a wealth of expeience and gave us a great insight into the potential financial opportunties tailored around our individual needs. We are really looking forward to working with Kristen and are excited to see what can happen next.

Kristen:

I am so happy our meeting gave you great insights as this is the best way to explore your possibilities and what is going to work best for you and your family. I am really looking forward to working together too.
First impression

by a VouchedFor user

6 days ago

Overall

Please provide a brief comment about your experience with Kristen

It was fabulous to meet Kristen. She gave us such a good insight into our next steps financially, and we are really looking forward to working with her on what happens next. Amazing service and so quick to build a relationship. We felt very at ease in our own home.

Kristen:

The fact you felt at ease makes me so happy - this is so important in working with your money! Thank you for this great review - I too am looking forward to supporting your financial planning dreams!
Review

by a verified client in Lancashire

7 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Looking to pull all pensions together and then plan for future. Looking into investments etc

How has Kristen Cunliffe helped you?

Agreed to pull pensions together and invest regularly in pensions via business and look at ISAs

Have you seen the outcome you were hoping for?

Yes but waiting for personal plan for investments

What could they have done better?

No

Kristen:

Thank you so much for this review, and for joining me at Red Star. I am looking forward to helping you build the financial solutions you are hoping for.