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About Us

Our vision is to be part of our Clients’ story

“Every family has a story that’s unique and personal to them. Their wealth has been hard earned, diligently saved and built on, not just over years, but over generations. It represents the future financial security of them and their family.

It is our purpose and privilege to be part of that story. To help our Clients, Grow, Protect & Enjoy that wealth from one generation to the next.” 

Our Core Values

Trust

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.

Pride

We always strive to be the leading Wealth & Estate Planning practice of choice, dedicated to delivering the highest customer service and advice standards, thereby creating raving fans who value and appreciate our services.

Meet Our Team

Passion

Helping to make a difference in our Client’s lives, helping to grow and protect their wealth and achieve their ambitions is the most rewarding element of advising famalies and this is why we have such a passion for what we do.

Jasmine Lambert Chartered Financial Planner

Jasmine Lambert

Managing Director

I qualified as a Financial Planner in 2008, became a member of the Society of Will Writers in 2012 and was awarded the British Young Practitioner of The Year in 2018. I qualified as a Chartered Financial Planner in 2021. I’m married to Chris and we welcomed our little boy James, in 2019. In my spare time I enjoy spending time with my family, reading and travelling!

Read Jasmine's Full Profile

Steve Blofield will writer in shaftesbury

Steve Blofield

Director

In 1997 I qualified as a Financial Planner. Now I exclusively dedicate my time to Estate Planning, and I am proud to be a Regional Chairman for the Society of Will Writers and to teach other professionals. I’m married to Julie my childhood sweetheart and we are blessed with fantastic children and grandchildren who are my greatest treasure.

Hollie Blofield

Operations Director

I joined the family business in 2011 and I’m passionate about working with Clients on a daily basis, ensuring their experience with us exceeds their expectations. I love helping the team to be the very best versions of themselves and seeing them succeed. I married Rob in 2014 and we now have George & Maggie, our beautiful children.

Julie Blofield

Finance Director

I have been working in Financial Services since 1997, qualifying as a Financial Planner in 2012. I now use my knowledge and expertise to keep us legal and compliant, whilst helping to train and develop our team. I’m married to Steve and mum to Jasmine and mum-in-law to Hollie, and both girls have given us three beautiful grandchildren George, James & Maggie who run rings around us and gets all of our attention!

Ken Bannister Financial Planner Redwood Financial

Ken Bannister

Financial Planner

I have been providing professional Independent Financial Advice to private individuals and corporate Clients, both large and small, for over 35 years. I pride myself in offering integrity and a dedicated, focused service, bringing a wealth of knowledge to help Clients achieve their financial goals. Clients described me as working in a friendly, relaxed manner while providing clarity and unravelling the complex world of financial services. Outside of work, I love spending time with my wife Helen, and I enjoy fishing, walking the dogs, motorsport and shooting.

Paul Warren

Marketing & Events Manager

I joined the team in 2018. I love meeting people and building relationships that support both the business and our Client needs, creating Client Experience Improvement Plans that bring new Clients into Redwood and exceed our existing Clients expectations. I’m single with 2 children, Gemma & Jack and granddad to Alice. My passion is music, with a playlist for every occasion!

Nicola Kittredge

Nicola Kittredge​

Financial Planner

I joined the team in July 2018 as an Independent Financial Specialist and my role is now evolving into that of a permanent Client Business Manager. I have over fifteen years’ experience in the industry and I love building long-term relationships and creating investment strategies to help our Clients. I’m married to Adam and we have our son Harry.

Justine Webb

Legal Executive

I have been working in Financial Service for a decade and I have recently passed my Diploma in Financial Planning and I am now moving onto obtaining my STEP qualifications in Estate Planning. I really enjoy helping Clients plan for their futures and give them peace of mind that their future and family are taken care of and hopefully building long-lasting relationships in the process! Outside of work, I have my 4-year-old son Reuben, a 5-year-old German Shepherd and a 1-year-old Golden Retriever, who keep me very busy, but when I do have free time, I play netball for a local team in Southampton or can be found with my head in a book.

redwood financial team member liz breeze

Liz Breeze

Estate Planning Administrator

I joined the Redwood  team in October 2022 as an Estate Planning Administrator after working in the food retail sector for over 30 years. I have always enjoyed helping customers and trying to go above and beyond their expectations. I enjoy listening to live music with my fiancé Jason and getting together with my son Sam. 

Chrissie Sheppard

Bookkeeper & Estate Planning Administrator

I joined the team in 2019 and work in the accounts department, and I love the variety of my role. I’m married to Steven and have three children Mollie, Connor and Lucy.

Redwood Team Member Kayleigh Freeman

Kayleigh Freeman

Financial Administrator

I joined the team in March of 2023 as a Financial Planning Administrator. I discovered a passion for customer service and building relationships working in hospitality for many years. I love putting the life experience I have gained throughout my career to good use at Redwood. I have lived on my own for 4+ years now and I really love the independence, I especially enjoy travelling solo and plan to do lots more of it!

Claire Gould Redwood Financial

Claire gould

Financial Administrator

I joined the team in September 2023 as a Financial Planning Administrator. I previously worked in Banking and have a real passion for helping Clients. I have 6-year-old twins, Rosie and Ronnie, and I enjoy spending most of my time with them and my husband Harry.

Chloe Heyes

Estate Planning Administrator

I joined the team in March 2018 as an Apprentice, and am now working as an Estate Planning Administrator. I really enjoy the variety of jobs I get to do, meeting new people, building workplace relationships and developing as an individual. I live with my partner Alex and our little boy Charlie. In my spare time, I enjoy spending as much time with our family and friends and taking Charlie on days out.

Morgan Bannister, Financial Planning Administrator

Morgan Bannister

Financial Administrator

I joined the team in January 2024. I have worked in the industry for a few years and am continuing to learn and expand my knowledge. This will allow me to help the team where I can and provide the best service to Clients. I love to work out daily in my spare time, as keeping fit and healthy is an integral part of my life, allowing me to be disciplined and work hard in all other areas of life. In the future, I want to gain new qualifications in the industry, travel the world, and complete my bucket list.

Amy Trimmer Reception Administrator

Amy Trimmer

Receptionist

I joined the team in March 2024. I am very new to the Financial Planning industry and look forward to expanding my knowledge with the very experienced team here at Redwood. I enjoy my role at Redwood as a receptionist, as there is a large variety of things to do to keep me busy! I am very much a family person, so almost all my spare time is spent with my family, my partner Jaden, and our miniature dachshund named Rolo!

Contact Form

PLEASE NOTE THAT OUR FREE WEBINARS AND WEBSITE CONTENT PROVIDE THE ANSWERS TO THE VAST MAJORITY OF THE QUESTIONS WE ARE ASKED. 

If you are unable to find the answers you require, please complete our quick contact form below for a call or message back.

We aim to respond to all enquiries within 24 hours.  

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