About Us | Meet the team at Redwood Financial | Financial Advisors

About Us

Meet Our Team

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 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

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

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 - Redwood Financial

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’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

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.

Read Steve's Full Profile

Julie - Redwood Financial

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!

Hollie Blofield

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 our beautiful son.

Sarah Poore

Sarah Poore

Client Business Manager

I joined the team in 2016, undertaking a number of roles until becoming a Client Business Manager. I love meeting Clients and ensuring they leave with a plan that works for them and a smile on their face. I moved into my first home with my boyfriend Shane in 2018 and love having a place to call home!

Paul Warren

Paul Warren

Marketing Manager

I joined the team in 2018. I love meeting people and building relationships that support both the business and our Client needs, creating Marketing 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

Client Business Manager

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.

Chloe Heyes

Chloe Heyes

Reception Administrator

I joined the team in March 2018 as an Apprentice, and am now working on reception. I really enjoy the variety of jobs I get to do, meeting new people, building workplace relationships and developing as an individual. I have recently moved out with my boyfriend Alex, spending my spare time together and our circle of friends.

Chrissie Sheppard

Chrissie Sheppard

Bookkeeper

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.

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