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
13 days 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
Kristen:
Thank you so much for trusting me to help you and your family with these important planning matters. I am looking forward to working with you all for many years to come!Review
by a verified client in Lancashire
19 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
19 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
19 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
20 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.