Financial Advisors and Will Writers in Dorset
Our Key Financial Services
Our financial advisors in Dorset have a wealth of experience in Financial & Estate Planning. That means we can help all our Clients with advice across a broad range of financial planning topics including but not limited to:
We have a comprehensive range of Will Writing Services available in Dorset, from our basic Online Will Writing Service for single or mirror Wills to a fully bespoke individual Estate Planning Service that can include Protective Wills, Trusts, Guardianship, Lasting Power of Attorney (LPAs), Inheritance Tax Planning and Long Term Care Fee Planning, designed to give you the peace of mind that your family members and loved ones are protected when you die.
Helping our Clients to grow, protect and enjoy their wealth is at the heart of what we do at Redwood and our Financial Advisers are experts at providing professional and effective savings and ISA advice. Achieving your financial goals and needs will not just happen on its own, you will need a detailed plan of action which we call your Investment Strategy. We will build an asset allocation framework to provide a diversification of opportunity, thereby ensuring the greatest probability of achieving your aspirations.
Lasting Powers of Attorney
We pride ourselves on being able to offer our Clients a full suite of Powers of Attorney at incredibly competitive prices, which includes General Power of Attorney, Property & Finance Lasting Powers of Attorney and Health & Welfare Lasting Powers of Attorney.
A basic Will cannot do much more than detail your wishes. It will not protect you against factors that can erode the value of your Estate, like Inheritance Tax, Long-Term-Care Fees, Divorce and Relationship Breakdowns. The good news is that you can take action to protect your legacy in a legal and tax-efficient way, using the law as it was intended to be used by HMRC. The solution is Protective Wills which carve the right types of Trusts through them, bespoke to achieving your Estate Planning goals.
Pre-paid Funeral Plans
Making plans for your own funeral may feel strange. But it is one of the most helpful things you can ever do for your family. It is all part of life – making financial plans so your family can relax, knowing basic funeral costs are paid and a pre-paid funeral plan gives you peace of mind.
Equity Release Planning
Unfortunately, with inflation, rising care costs and living longer, many people find themselves falling short of capital, income or both in their retirement years. For homeowners over the age of 55 you can access a facility to release money from your home called Equity Release. This property must be your main residence to qualify and the scheme enables you to supplement your income without necessarily having to make any monthly repayments.
Our Pension Advisors in Dorset have been helping Clients with specialist Pension Advice for over a decade. We can arrange all sorts of retirement solutions to meet your needs including a guaranteed income for life (annuity), income for a fixed term (fixed-term annuity), flexible access to your money (draw-down), or a combination of these.
Redwood's Financial Advisors are available across Dorset
Our main head office is based in Droxford Hampshire, however the majority of our clients are actually based further afield. As all of our services can be conducted online, either by our online portals or Zoom consultations, we are in a fantastic position to provide financial advice on a national level.