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Red Kite Wealth Management Ltd

Wallingford, Oxfordshire

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About

Welcome!

Financial planning is a very personal matter. No two clients have identical circumstances, or objectives. Needs often change over time and everyone’s financial situation is unique. So is our advice.

We are independent financial advisers - our sole focus is on you – our client.

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Q&As

The greatest part of the job for me is to meet with new prospective clients and listen to their situation, goals and objectives and then to design the plan necessary to help them meet this. Problem solving in its purest form.

Red Kite Wealth Management was set up from the start to be 100% independent, with no ties to any other company or influence from any other party. We can focus solely one our client's best interests without worrying about product sales, targets or particular products. Our entire approach is to treat each client the way they deserve - as an individual.

Why use Red Kite Wealth Management?

Fully independent - We are a fully independent financial advice and wealth management firm. We are not owned or influenced by anyone else, so we always provide completely impartial advice.

No “internal” or “own funds” – We do not operate our own funds – we search the market for the best investment managers for you. We don’t profit from the funds directly or have any bias to any provider.

No sales targets – the firm has no sales targets, quotas or pressure to sell certain products or services. All of our solutions are completely bespoke and only recommended if they are genuinely in your best interests.

Relationships - You have one dedicated adviser as your consistent point of contact – we aim to create a mutually beneficial long term relationship.

Simplifying the process - We work for you - in a way, and at a time that suits you – in other words, we remove the hassle.