2018 Exclusive Client Forum Videos

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Jasmine & Steve – Redwood Update

Together they discussed key updates to Pension & Investment Legislation and recent changes to Inheritance Tax Allowance, as well as our new offering of  Funeral Plans & Probate…[/vc_column_text][/vc_column][vc_column width=”2/3″][vc_column_text][su_youtube url=”https://youtu.be/N1klduSJUTo”][/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_column_text]

John Redwood MP – Global Market Update

We were honoured to be joined by John Redwood MP who gave us a very interesting global market review.[/vc_column_text][/vc_column][vc_column width=”2/3″][vc_column_text][su_youtube url=”https://youtu.be/JH59w2a7Kko”][/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_column_text]

Miles Thurston – Technology & Performance

We were also joined by Miles Thurston who is an Equity Partner within True Potential. Miles gave us an overview of the software True Potential have available and recent updates to the True Potential Client Platform.[/vc_column_text][/vc_column][vc_column width=”2/3″][vc_column_text][su_youtube url=”https://youtu.be/0_mZUnXEXWo”][/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_column_text]

Sabrina Corrigan – A Different Choice

Sabrina is a Business Development Manager for Octopus Investments and she gave us a very informative overview of  alternative investment options.[/vc_column_text][/vc_column][vc_column width=”2/3″][vc_column_text][su_youtube url=”https://youtu.be/X4FJCQcsFg8″][/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_column_text]

Summary of the Day

If you’re in a rush we’ve put together the key highlights from an action packed day into a short video which can be watched here.

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Top 3 Financial Services Hampshire
Redwood Financial is one of the South’s leading Financial & Estate Planning providers. We are dedicated to helping families to grow, protect and enjoy their wealth. Everything we do is on a fixed fee basis, so you’ll know the costs before we do any of the work. And our unique 100% Satisfaction Money Back Guarantee underpins everything we do for you.

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Redwood Financial Family Wealth & Estate Planners Ltd is Directly Authorised and regulated by the Financial Conduct Authority. FRN number 774469. Redwood Financial Family Wealth and Estate Planners Ltd Company Number: 08926661. Registered Office Address: Wellesley House, 204 London Road, Waterlooville, Hampshire. The Financial Conduct Authority do not regulate, Will Writing, Buy to Let Mortgages, Auto-Enrolment, Tax Advice and Estate Planning. Your capital is at risk. Investments can fluctuate in value and investors may not get the amount back they invest. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
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