Joy

My name is Joy Raw. I’ve been with Red Kite for about six or seven years. It was when the organisation started and I think I was one of their first clients, I’m delighted to say. My adviser is Anthony Howard.

I was having a conversation with a relative about finances in general and she happened to mention that she had used this organisation. She was very similar to me in that she was a little bit cautious. So the fact that she had gone down that route was reassuring. She put me in touch and yes, I took it from there.

I needed some advice on what to do with certain pensions. I certainly wanted to look at securing investment for the future. I was okay when it came to my basic savings, but it was that next step that I needed some help on, and also finding a path through it all because it can seem a little bit overwhelming at times. Red Kite has certainly helped me with that.

I went with Red Kite because I felt comfortable with them more than anything, they were very approachable and easy to get hold of, which is important when you’re limited for time. I also wanted advice specifically on pensions and investments, which they seemed to have a good knowledge of. They presented it very clearly, I didn’t feel spoken down to or patronised in any way, I felt that they would go the extra mile to explain anything I wasn’t sure of and that felt very comfortable.

During the time I’ve been with Red Kite, I’ve changed jobs and it’s always useful to have advice on pensions when you reassess your finances, when you’re looking at investments and also when you’ve had other investments that have come to an end. Knowing what to do next has been important and I feel that their information and understanding has been valuable.

Having Red Kite available to give me advice is very reassuring. They’re easy to access so I can contact them at any time. I know if I send an email, I’m going to get an answer very quickly. I know that if I need to talk to somebody, they’re only a phone call away. I also know that I can talk to them about basic things, so I don’t feel awkward in saying “Can you just explain this to me?” They also give me regular updates on investments and they’re quite easy to understand. So yeah, I feel very reassured knowing they’re at hand to help me.

I feel that they will be there going forward, and are very client-focused in what they do. I don’t feel I’m one of many, when I speak to my adviser Anthony. I feel that it’s just me he is concentrating on and that’s very good in this day and age.

The three words I’d use to describe Red Kite would be professional, and that’s very important to me, supportive, I’ve always felt supported by them, and knowledgeable, which I think is essential.

I would definitely recommend Red Kite. In fact, I have recommended Red Kite to friends and family because they can be trusted. I want to ensure that if I’m recommending somebody, I’m recommending a professional organisation and one that’s got the knowledge to help those people who need to invest. So yes, I would definitely recommend them.