At Redwood Financial, we believe in treating Clients as people, not just as a number. This "family" philosophy makes our company unique amongst many other financial advisers and is something we are very proud of. What makes us different is that we prefer to work with families as we believe helping families is the most important and rewarding thing we can do.
Our Clients trust us with their goals, aspirations, worries and concerns and it is our responsibility to provide solutions designed to meet their individual needs. Clients trust our knowledge and expertise and know we will always give them the best advice.
Our Clients trust us with their goals, aspirations, worries and concerns and it is our responsibility to provide solutions designed to meet their individual needs. Clients trust our knowledge and expertise and know we will always give them the best advice.
Services
We'd love to hear from you, so please get in touch with one of our team to see how we can help you. Our offices have reserved parking right outside the building, with everything on one level, so access is quick and easy. We have a ramped threshold into the office and wheelchair friendly door entrances to every meeting room.
Having always had a core belief in helping others, Redwood Financial Family Wealth and Estate Planners has raised a significant amount for local and national charities over the years. In 2018 the importance of supporting charitable projects and making a difference in our local community inspired the launch of The Redwood Foundation, a not-for-profit organisation to bring all our charitable efforts under one roof.
The following frequently asked questions are normally very helpful for our prospective new Clients, to understand the way in which we work and how that will benefit them. Why is it so important that I complete your Initial Meeting Questionnaire before my meeting?
A. We believe that the greatest benefit is for you, because by completing the questionnaire, this will help you to focus your mind on what is most important to you, so you are more likely to get the maximum benefit out of your meeting with us.A. Because treating Clients fairly is at the heart of how we work, we always charge fixed fees for our services, as we believe it is the only fair and un-biased way to deliver the best advice and service.
A. We believe that the greatest benefit is for you, because by completing the questionnaire, this will help you to focus your mind on what is most important to you, so you are more likely to get the maximum benefit out of your meeting with us.A. Because treating Clients fairly is at the heart of how we work, we always charge fixed fees for our services, as we believe it is the only fair and un-biased way to deliver the best advice and service.
We are pleased to offer you access to our fast paced Business Owner Estate Planning Webinar free of charge. You might not realise that running your own Business can dramatically change your Estate Planning needs, as well as your Inheritance Tax position. The pitfalls of failing to plan and what happens to your share of the business if you die.
Our Award-Winning Estate Planning Solutions ensure that your assets are protected from the nastier things in life; like Long Term Care Fees, Inheritance Tax, Divorce, and Relationship Breakdowns in a legal and tax-efficient way. Through effective Estate Planning, we will help you take control of your assets to make sure that your beneficiaries receive the right money, at the right time and it stays with them.
Reviews (10)
Mark Allaway
Nov 19, 2021
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Could not recommend Redwood more highly. Having children was the trigger for us to ensure our affairs were in order, and with expert, clear but understandable advice from Steve, Julie and the team we put our wills and estate planning in place. We now have peace of mind that should anything happen to either or both of us, the rest of our families will be looked after. We feel totally confident that we have the right solution in place for us, and that is testament to the service we have received throughout from the Redwood team. The quality and professionalism of the team was matched only by their
Elaine Emery
Nov 02, 2021
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Let me put it plainly - Redwood Financial is the only place I will ever go to for information on all financial and legal matters.
They spend time with you explaining all the relevant information and answer any questions that you need to ask.
What I best like is going into the offices and being welcomed by the staff who know my name and ask me how I am.
I have been with them for many years when they started off and had a little office in Cosham.
Its a wonderful establishment - very family orientated - and have a wealth of information amongst their team.
I rate them 150% and can recommend them
They spend time with you explaining all the relevant information and answer any questions that you need to ask.
What I best like is going into the offices and being welcomed by the staff who know my name and ask me how I am.
I have been with them for many years when they started off and had a little office in Cosham.
Its a wonderful establishment - very family orientated - and have a wealth of information amongst their team.
I rate them 150% and can recommend them
Ajay Jobanputra
Oct 21, 2021
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Mark Smith
Oct 21, 2021
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We recommend Redwood highly. We have been taken through the complex estate planning process with care, clarity and diligence. Given that we work in the legal sector ourselves, our decision to place our estate planning in the hands of professional colleagues who specialise in the work, rather than trying to do it ourselves, should speak for itself.
Lynn Fomison
Oct 17, 2021
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It was great to be invited to a Redwood Informal coffee morning on 29th October. Good covid precautions in place. It was a comfortable area to have a coffee and useful chat with Steve. Had previously attended a Redwood Estate Planning seminar. Both these encounters with Redwood convinced me of them being a professional and capable company to deal with. In addition I am impressed by the accessibility of information on their web site.
Thanks to Chloe too.
Thanks to Chloe too.
Lisa Crook
Dec 22, 2020
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Bob Waller
Oct 08, 2020
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Rowland Dexter
Aug 30, 2020
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Jack Nisbet
Jun 29, 2020
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Carole Warmington
Jun 25, 2019
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Finding myself in the position of a marriage split, I had no idea how I was going to manage on my own. Steve was recommended to me by a friend and he provided solutions to my financial problems and sound investment advice which has left me in a stable financial position for the rest of my life. All that was 13 years ago, and it is no exaggeration to say that Steve and the team changed my life (for the better of course)! His greatest motivation is to help people by applying his expertise to their problems, providing solutions and seeing positive results. I would recommend Redwoods to anyone in need
