WHAT I DO...

Independent Financial Planning throughout Kent and Sussex: Investments and Savings, Insurance and Protection, Pensions, Retirement income, Inheritance Planning, Equity Release, and General Financial Planning

Services provided

INVESTMENTS AND SAVINGS

There are a vast array of savings and investments plans out there, but the basic principles of investing do not need to be complicated and my job is to find the products suitable for you. From cash ISAs to long-term investments, after a full assessment I can help you find the most rewarding places for your money.

PENSIONS

Pensions are an extremely tax efficient way to save for your retirement. It may be that pension planning hasn’t yet been on your radar, or you may have already built up a fund, but haven’t reviewed the way it is invested for some time – either way I can guide you through the right options for you.

RETIREMENT INCOME

Once you are ready to start drawing from your pensions, the choices can be overwhelming. You may have heard of ‘Pensions Freedom’ which now gives you greater control over how you use your hard-earned funds, but in practice this can be complicated especially with regards to tax, so financial advice can be invaluable at this stage in your life.

INSURANCE AND PROTECTION

Life has a habit of getting in the way of best laid plans, so any financial plan needs to start with protecting the biggest asset you will ever have – you. The cost of providing cover against the worst that life can throw at us is relatively inexpensive and I can advise on a range of policies to suit your specific circumstances.

INHERITANCE PLANNING

You may be aware that your estate is likely to suffer a tax bill on your death, but perhaps not considered your options to reduce this and increase the legacy you can leave to your loved ones. Timely financial planning can make a world of difference to those you leave behind.

EQUITY RELEASE

Equity Release is a method of releasing some of the value build up in your property – without having to downsize. This can be very attractive if you are ‘asset rich, cash poor’ but it is a big decision and not all providers will offer you their products if you do not have a Financial Adviser.

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

We needed to understand our financial future that would allow options for career change.

How has Victoria Redhead helped you?

Providing insight and understanding on the breadth of pensions that we have gathered as a couple through our various employments. Helped to discover some pensions that we were unaware of and assessing our overall 'pension pot' and making sense of the myriad options available.

Have you seen the outcome you were hoping for?

Yes absolutely, we set an initial ideal status but not expecting to get close and through Victoria's hard work we achieved this and so much more.

What could they have done better?

I was very happy with the time, effort, advice and guidance given, I have no complaints and don't believe she could have improved on the overall quality and commitment.

Overall Rating: 5
Quality of Advice: 5
Quality of Service: 5
Value for Money: 5

Mr & Mrs C

Hastings

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

We needed advice on a pension and investment advice following a recent inheritance

How has Victoria Redhead helped you?

Victoria is professional, conscientious & extremely thorough. She gives clear explanations and goes out of her way to explore all the different options available. Victoria has an excellent manner and is a pleasure to deal with.

Have you seen the outcome you were hoping for?

The advice we received from Victoria has been implemented and we are very happy with the decisions made. Victoria kept a regular check on everything to ensure we had the expected outcome

What could they have done better?

We were 100% happy with the service we received

Overall Rating: 5
Quality of Advice: 5
Quality of Service: 5
Value for Money: 5

Mr & Mrs H

Lewes

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

Help with a pension transfer. I contacted around 5 different financial advisers explaining my situation and asking whether they could support me as I was of the understanding that my transfer could only proceed with a financial adviser signing it off.

How has Victoria Redhead helped you?

Victoria was the only one of the 5 advisers that I contacted who noticed that given my situation (a defined benefit to defined benefit transfer) I actually did not require the involvement of a financial adviser. I was extremely impressed that she picked this up and had the integrity and decency to tell me this, saving me a lot of wasted time and money. All the other financial advisers that I contacted tried to sell me their support at a cost of around 3k to 4k which would have been money down the drain.

Have you seen the outcome you were hoping for?

Yes - far exceeded. My husband and I will certainly reach out to Victoria again in the future if we require financial advice because we were extremely impressed by Victoria's professionalism and integrity on this occasion.

What could they have done better?

Nothing in this situation.

Overall Rating: 5
Quality of Advice: 5
Quality of Service: 5
Value for Money: 5

Mrs G

Sevenoaks

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

All the advice in the media is that you look for a financial advisor when arranging an annuity .

How has Victoria Redhead helped you?

Victoria Redhead gave me all the information I needed to make my choices. She explained everything very clearly and honestly. She worked hard on my behalf with the paperwork and finding the best annuity provider.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

Everything was fine with me.

Overall Rating: 5
Quality of Advice: 5
Quality of Service: 5
Value for Money: 5

Mrs C

Eastbourne

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

Needed Review of my Drawdown Pension savings with adviser

How has Victoria Redhead helped you?

Took time to examine carefully my current situation and what I thought my needs should be Gently tested my concept of what I thought is required and took time to explain in language I can understand the advantages & pitfalls Produced detailed report on the investment package where I am now and recommended future investment Arrived at a solution that I feel I have confidence in

Have you seen the outcome you were hoping for?

Yes I feel confident that the right package and supplier has been arrived at

What could they have done better?

For what I was Looking for Victoria ticked all the boxes

Overall Rating: 5
Quality of Advice: 5
Quality of Service: 5
Value for Money: 5

Mr L

Tonbridge

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

We needed to get advice on our ongoing investment portfolio.

How has Victoria Redhead helped you?

She recommended a strategy which met our need for reasonable growth along side moderatel risk.

Have you seen the outcome you were hoping for?

Yes we have seen satisfactory growth in our investment s.

What could they have done better?

Victoria is a pleasant lady with an outgoing personality. She relates well and has a professional manner coupled with a personal warmth.

Overall Rating: 5
Quality of Advice: 5
Quality of Service: 5
Value for Money: 5

Mr & Mrs M

Bexhill

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

Changed jobs and a lot of cover needed reviewing

How has Victoria Redhead helped you?

Gave advice and searched providers for the best cover at the best price. Also explained things in simple easy to understand format

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing very helpful

Overall Rating: 5
Quality of Advice: 5
Quality of Service: 5
Value for Money: 5

Mrs M

Hastings

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

I needed to look at some life cover options.

How has Victoria Redhead helped you?

She went through all the different options in a very thorough and professional manner highlighting the different options available to me that I wouldn’t have been made aware of withou her advice.

Have you seen the outcome you were hoping for?

Yes - Fantastic life cover with critical illness cover at minimal cost.

What could they have done better?

Nothing!

Overall Rating: 5
Quality of Advice: 5
Quality of Service: 5
Value for Money: 5

Ms D

St Leonards

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GET IN TOUCH...

For Independent Financial Planning throughout Kent and Sussex, please contact me by either calling me on 07850 432655 or by filling out the form below. I look forward to hearing from you!

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