20th October 2020

About Me

Hi, I’m Victoria Redhead and I’m an independent Chartered Financial Planner.

I started my career in the Financial Services by working behind the counter at a bank and by the age of 23 I had been promoted to Financial Advisor, which I really enjoyed because one of my favourite things is working with people. Over the next few years I added to my portfolio of qualifications with a Level 3 Certificate in Financial Planning in 2006, a Level 4 Diploma in Financial Planning in 2010 and then a Level 6 Advanced Diploma in Financial Planning in 2012, which then enabled me to qualify for the status of a Chartered Financial Planner in 2012, eleven years after starting my first job at Alliance and Leicester.

Being a Chartered Financial Planner means that I possess the technical competence to do my job and have met the strict criteria necessary to be awarded this status by the Chartered Insurance Institute. It also demonstrates to my clients and professional contacts that I can be trusted to make informed and rational financial planning decisions that directly benefit my clients.

In 2017, I decided I was ready to take a leap of faith and go self-employed by joining Foxgrove Associates Limited. Working with Foxgrove Associates Limited has been a fantastic experience for me. Through them I have access to the latest industry-specific software and I am part of a small, specialist team which means that if anything were to happen to me, God forbid, my clients would have a team to support them and manage their affairs. This team aspect and knowing that my clients will be looked after, no matter what, really works for me.

We have team meetings at Foxgrove every month and share our extensive and varied experience so that we can all benefit from one another’s experience. My particular area of specialisation is the technical side of financial planning, which I really love.

My high street banking background also means that I have a lot of experience of dealing with inexperienced and first-time investors or people who have pensions and investments but don’t understand them and don’t consider themselves ‘sophisticated investors’. As a result of my direct experience with high street bank customers I am very skilled at explaining complex financial structures and situations in simple, layman’s terms and breaking things down into simple concepts that people can understand, sometimes for the first time.

I often find that understanding alleviates stress and puts people’s minds at rest. One of the best things about my job is that I have the opportunity to reassure people that they are in a good position financially and that they don’t need to worry. I feel very lucky to be doing a job I love which enables me to combine my technical financial planning skills with the pleasure I get from working with people. If I can help people in my own little way, it’s always very rewarding for me.

In my free time, my favourite thing to do is take my son to football twice on the weekend and watch the pleasure he gets from playing football. Other than that, I am a bit of a homebird. I love sitting with my cat, reading a good book and when I am feeling particularly energetic, I love running or walking in the woods. Is there anything else I want to achieve? Yes! I have a wonderful stepdaughter who lives in Wales and my ambition is to learn enough Welsh to be able to help her with her homework!

“Far and away the best prize that life offers is the chance to work hard at work worth doing.”

Theodore Roosevelt