Grow. Protect. Enjoy.
Investments | Pensions | Estate Planning
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 advisors and is something we are very proud of.
Making sure the right money, goes to the right people, at the right time
We are a firm of Chartered Financial Advisors & Estate Planners and we help Clients in two ways, firstly by managing your wealth and secondly by protecting your estate. This means there is more money for you and your family. 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.
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How can we help you?
Our advisors have a wealth of experience in Financial & Estate Planning. We can help all our Clients with the following advice:
Years In Business
£ 0 m
Based on 50 reviews
We have been dealing with Redwood for some years now, they are always very professional and make you feel extra special when you arrive at their offices. The quality of work has always been first class as well, I like the detail they put in to making sure it all works!
Thank you for helping me get my will sorted. It is something I've been putting off for years and you made it so simple. It was lovely to speak to someone who really cared and totally put me at ease.
Jasmine has been there for me every step of the way. Patiently answering every question - no matter how small or silly it may seem. She has always given me sound, jargon-free practical advice. I see Jasmine as my personal financial fitness coach, she knows her industry inside out and I wouldn't be without her or the Redwood team.
Practical down to earth advice, no pressure, and very supportive. I now have a set of plans in place that have ensured my estate will be well managed in the future in the way I would wish it to be, for the benefit of my family.
I cannot thank the staff at Redwood enough, especially Sophie as she has been so patient and caring to my needs. I have found them to be highly professional and efficient in executing their often delicate and personal work. Would highly recommend their services.
Dealing with Jasmine and her firm has been an absolute pleasure. Practical, sensible and kind advice, in sometimes difficult circumstances, with total efficiency and dedication. I would not hesitate to recommend her to anyone else who needs some help with their financial circumstances.
From my experiences with Redwood, they have always been polite and professional. There is always a welcoming feeling and as the customer you always get the sense that your interests are put first. They seem to care about your goals and want to work based upon them. There is a strong knowledge in finances that can be noticed when going in for meetings which gives me confidence to trust their recommendations.
We have found all of the team to be very professional and friendly. Steve and the team prepared specific advice which was easy to understand.
Steve & Jasmine demonstrate time and again that they know their stuff and explain it clearly to us. Trust them and you won’t go far wrong financially.
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