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About us

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meet the team

Our Story

Founded in 2001, Red Dot is a firm of independent financial advisers specialising in providing advice on mortgages, pensions, investments, insurance and protection. Whatever life stage you are at, we can help you by providing advice, support and guidance that's right for you.


meet the team

Our People

Meet the people behind Red Dot, we welcome you to engage and reach out to our team of experts who can help with all aspects of your finances and provide information on our services and community engagement projects.



partners

Our Partners

Our selected business collaborators who support our initiatives alongside Red Dot offer the provision of future career advice using our innovative approach such as Teams, Skype, Zoom and Podcasts for individuals participating in our education programme.



charities

Charities & Clubs

At Red Dot, we strongly believe that businesses should do all we can to support our local charities and the individuals who make that community what it is.


testimonials

Testimonials

Dont just take our word for it, find out what our clients have to say about us.




services

Our Services

We offer a wide range of services that help individuals and businesses right across the UK.



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How we work

The Red Dot Six-Step Process

  • Initial meeting & review

    Identify your personal needs and what's important to you

  • Getting to know you

    Gather relevant information on your personel circumstances

  • Analysis

    An evaluation of your individual financial circumstances

  • Recommendation

    Provide advice to develop your individual plan

  • Implementation

    Reaching an agreement on how and when the plan will be implemented

  • Ongoing service and relationship

    Regularly monitoring your progress

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Contact us today

At Red Dot our duty is solely to you- our client. We can help you, your family and business with expert independent financial planning and take the time to understand your needs and goals. Planning for your future and building your wealth, protecting you and your loved ones and your business, is what we do. To see how we can help, please contact us today.

We can conduct our business from a distance via Telephone, Zoom, Skype, Email, Post and in person at any of our offices or an address of your choice. Please fill in our online form and we will get back to you.


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