Redwood Financial
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Google Rating
5.0
Based on 182 reviews

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.

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.

Meet Our Team

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 Financial Planner in Southampton

Steve Blofield

Director

In 1997, I qualified as a Financial Planner. Now I dedicate my time exclusively to Estate Planning, and I am proud to have served as a Regional Chairman for the Society of Will Writers for 20 years in my career 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

Business Development 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

Compliance Director

I have been working in Financial Services since 1997 and qualified as a Financial Planner in 2012. I use my knowledge and expertise to keep us legal and compliant and to help train and develop our team. I’m married to Steve and mum to Jasmine and mum-in-law to Hollie, and they have given us four beautiful grandchildren, George, James, Maggie & Poppy, who all run rings around us and get all of our attention!

Helen Office Manager

Helen Partridge

Office Manager

I joined the team in April 2026 and was immediately impressed with the focus on the level of service provided to everyone who walks through the door. My background is in Human Resources within a luxury environment, and I look forward to supporting the team to continue to provide amazing service to our clients and customers.

I am married, and my husband, Dan, and I are lucky to have three wonderful daughters. In my spare time (if I get any!), I like to dabble in gardening and have been learning to grow our own fruit as well as my favourite Dahlia’s with varying success.

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 on 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 golf, fishing, walking the dogs, motorsport, and shooting.

Paul Warren

Marketing & Events Manager

I joined the team in 2018 and really enjoy getting to know people and building genuine relationships. I’m passionate about creating great experiences for our Clients: welcoming new ones to Redwood while making sure our existing Clients always feel valued and supported.

Outside of work, I’m a proud dad to Gemma and Jack, and a very happy granddad to Alice and William. Music is a big part of my life, and I’ve always got a playlist ready for any occasion!

Nicola Kittredge

Nicola Kittredge​

Financial Planner

With over 26 years’ experience in the financial services industry, including 20 years as a Financial Adviser, I bring a depth of knowledge and a client-focused approach to everything I do. I have recently achieved Chartered status, reflecting my commitment to maintaining the highest professional standards and continuing development.

I am passionate about building long-term relationships with clients and designing tailored investment strategies that support their goals, both now and into the future.

Outside of work, I am married to Adam, and we have our son, Harry, along with our much-loved family dog, Teddy. In my free time, I enjoy staying active through spin and weight training, as maintaining a healthy lifestyle is important to me.

Justine Webb

Client Relationship Manager

I’ve worked in Financial Services for 13 years, with the last 4 focused on Estate Planning. I’m qualified in Financial Planning and hold a STEP certificate in Trusts and Estates. I genuinely enjoy helping people plan for the future, making sure their wishes are looked after and their families are supported, while building lasting relationships along the way.

Outside of work, life is busy and fun with my young son Reuben, plus our German Shepherd and Golden Retriever. When I get a bit of free time, you’ll usually find me playing netball for a local team or getting lost in a book (my collection is definitely taking over the house!).

redwood financial team member liz breeze

Liz Breeze

Client Relationship Manager

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 & Client Relationship Manager

I joined the team in 2019 as the Bookkeeper and am responsible for overseeing all aspects of the company’s accounts, a role I enjoy for its variety and responsibility.

Outside the office, I’m married to Steven, and we have three children, Mollie, Connor, and Lucy, and a wonderful grandson, Oliver. Most of my spare time is spent with my family, although I also enjoy yoga and swimming each week.

Redwood Team Member Kayleigh Freeman

Kayleigh Freeman

Client Relationship Manager

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 recently moved in with my partner and we’re currently travelling to as many cities as we can over the next few years.

Claire Gould Redwood Financial

Claire Gould

Client Relationship Manager

I joined the team in September 2023, having previously worked in Banking and Financial Services. In my current role as a Client Relationship Manager, I particularly enjoy getting to know our clients and supporting them with their financial needs.  I’m currently working towards completing the Level 4 Diploma in Financial Advice to further develop my knowledge within the industry.  Outside of work, I live with my husband, Harry, and we have 8-year-old twins, Rosie and Ronnie, who keep us busy with their various clubs and activities!

Chloe Heyes

Client Relationship Manager

I joined the team in March 2018 as an Apprentice. 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 two little boys, Charlie and Tommy. In my spare time, I enjoy spending as much time with our family and friends and taking Charlie and Tommy on days out.

Jess Wombwell

Client Relationship Manager

I joined the team in June 2024 after completing my undergraduate law degree. Most of my spare time is spent with my family, going out, trying new activities, or reading a good book. I also have a real soft spot for cats!

Jaime Devereux

Client Relationship Manager

I joined the team in August 2024 after leaving college and completing my A-Levels. I am new to the industry; however, I enjoy helping people and offering an excellent service that is appreciated. I look forward to progressing in this industry and building my knowledge and experience. I keep myself busy by playing rugby, and my spare time consists of being with my family and friends and watching any sport that’s on.  

Amy Trimmer

Reception Manager

I joined the team in March 2024. As the Reception Manager, I enjoy overseeing the day-to-day running of the front desk and ensuring everything runs smoothly for our clients and the team. I’m still fairly new to the Financial Planning industry and look forward to expanding my knowledge alongside the experienced team here at Redwood. I’m very much a family person, so most of my spare time is spent with my family, my partner Jaden, and our miniature dachshunds, Rolo & Reggie!

Robyn Chatfield

Reception Administrator

I am a Reception Administrator at Redwood Financial and joined the team in 2026. I enjoy being a welcoming first point of contact for clients and supporting the team with organisation and the day-to-day running of the office. With a background in the Spa and wellness industry, I’ve always enjoyed working with people and creating a positive experience for those around me. Outside of work, I love travelling, baking, gardening, and getting creative with home projects, as well as spending time with friends, family, and my pets.

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.  

Contact Us

Please Note Office Closed

Our office will be closed all day on Thursday, 26th June, due to essential power supply maintenance being carried out by Scottish Power in the area.

While we won’t be in the office, the Team will still be working from home and checking emails throughout the day. Our main phone line will be diverted to the Team.

We’ll be back in the office as usual on Friday, 27th June.

We apologise for any inconvenience this closure may cause. Thank you so much for your patience and understanding. We truly appreciate it!

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