Lasting Powers of Attorney Problems – Part 2

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Powers of Attorney (POA) (England & Wales only), have been serving the public for centuries. It is a powerful legal document which allows an individual (Donor) to appoint a person of their own choice (an Attorney), to look after their affairs should they at a later stage no longer wish to make these decisions or lack the capacity to manage their affairs themselves.

This guide explains how to use a POA and who can be appointed to act on your behalf. Please also read Lasting Powers of Attorney Problems. – Part 1.

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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Michael P.

I have been receiving financial advice from Redwood during the past year and have found the company ti be highly professional, knowleadgeable and friendly in the services that they provide. I would have no hesitation in recommending them to anyone seeking a range of financial planning services. Mike Pinard

R C

Excellent first meeting: Friendly and informal. but thorough and business-like. Eye-opening information provided in down-to-earth language. Financial planning can be enjoyable, it seems!

Josie R.

Me and my husband had our first meeting with Steve this week to discuss our Wills, Trusts and Estate Planning. I cannot tell you enough how he opened our eyes to many things we’d not thought of or have not thought through properly before. He explained things in such a way it was really easy to understand and made complete sense to us and we realise now exactly what we need. He was very professional, friendly, (and patient when my internet wouldn’t connect) and he explained the process and next steps for us. We have received our post meeting letter & documentation already. We are very impressed and we are very happy with our decision to continue all services with Redwood. Highly recommend, thank you so much!

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Been a Redwood customer for a several years, the team is efficient and professional, complex issues are addressed with a personalised approach and explained in easy to understand language..all jargon is clarified enabling informed decisions! Steve and Jasmine certainly know their stuff and lead this family business with care and credibility.

Mary L.

Great conference as always, everything I needed.

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Recently, we had our Annual Review with Redwood Financial, which was more in depth than usual because of potential significant changes to our financial plans due to age. As always, Steve was excellent utilising his expertise of the financial world to layout practical options.We have been with Redwood for very many years and advice has always been sound and given without any pressure to adopt any specific product. The advice always being tailored to our needs and current resources.Everyone at Redwood treats us with courtesy and all enquiries are dealt with expeditiously. The company has our complete trust and we would recommend them to anyone seeking honest, expert and impartial advice on financial matters.

Mark A.

Could not recommend Redwood more highly. Having children was the trigger for us to ensure our affairs were in order, and with expert, clear but understandable advice from Steve, Julie and the team we put our wills and estate planning in place. We now have peace of mind that should anything happen to either or both of us, the rest of our families will be looked after. We feel totally confident that we have the right solution in place for us, and that is testament to the service we have received throughout from the Redwood team. The quality and professionalism of the team was matched only by their friendly and approachable manner, and I would recommend a visit to their website to watch their estate planning webinar if nothing else. It shocked us and many of the friends & family we have recommended. Thank you Redwood and if you're reading this wondering whether or not to use their services, do it and you won't be disappointed!

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Good all round advise and help. Good follow up and communication.

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It was great to be invited to a Redwood Informal coffee morning on 29th October. Good covid precautions in place. It was a comfortable area to have a coffee and useful chat with Steve. Had previously attended a Redwood Estate Planning seminar. Both these encounters with Redwood convinced me of them being a professional and capable company to deal with. In addition I am impressed by the accessibility of information on their web site.Thanks to Chloe too.

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bob W.

Excellent friendly service with positive advice. Made us feel relaxed and at ease with sorting out our pensions. Everything taken care of and explained in detail that was easy to understand. Would recommend.

Anthony G.

Chilworth H.

Rowland D.

Practical down to earth advice, no pressure, and very supportive. I now have a set of plans in place that have ensured my estate will be well managed in the future in the way I would wish it to be, for the benefit of my family.

Mike S.

My wife and I have had outstanding service from Redwoods in the nine months since we asked them to act for us both in re-making our wills and in sorting out individual LPAs for each of us in respect of both our health and welfare and our property and financial affairs.The fact that the business has taken nine months to complete is due solely to dilatoriness on our part and in no way reflects badly on their efficiency, which has consistently been exemplary. They have been exceptionally prompt at replying to correspondence, whether that has been by e-mail or letter; they have listened carefully to our requests and enquiries and have never failed to carry out what we asked them to do.Throughout our dealings with the firm, all the representatives we have dealt with have been very courteous, patient and friendly, which has made the experience a pleasure; in fact, nothing has been too much trouble for them and at no stage have they made us feel inadequate in asking too many or too simple questions, or in requiring too obvious explanations.While it may be the case that we could have obtained the same documents for a lesser fee from a different firm - I don't know because I have not shopped around - I am sure that we could nor have received better service from anyone. They bear out the truth of the old adage"One gets what one pays for".In short, I have not the slightest hesitation in giving Redwoods the warmest recommendation possible.Michael Symonds

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Very welcoming and very professional - thoroughly recommended.First class Introductory presentationAll options most clearly explained -- plus full follow-up.Many thanks to all the team!

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Finding myself in the position of a marriage split, I had no idea how I was going to manage on my own. Steve was recommended to me by a friend and he provided solutions to my financial problems and sound investment advice which has left me in a stable financial position for the rest of my life. All that was 13 years ago, and it is no exaggeration to say that Steve and the team changed my life (for the better of course)! His greatest motivation is to help people by applying his expertise to their problems, providing solutions and seeing positive results. I would recommend Redwoods to anyone in need of financial advice.

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Like many of my peers, I was hurtling towards my 30s with my head buried firmly in the sand when it came to finances...Having just got married, it felt like the right time to properly evaluate my finances and get into shape to be better off in the future. Enter Redwood Financial.Having attended two Redwood seminars, I have learned a lot and made some great new contacts as well! Jasmine has been there for me every step of the way, patiently answering every question - no matter how small or silly it may seem - and has always given me sound, jargon-free practical advice on getting the basics right - upping my pension contributions, starting a savings habit and finally getting round to writing a will.I see Jasmine as my personal financial fitness coach, she knows her industry inside out and I wouldn't be without her or the team at Redwood!

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JULIA W.

Speak in a language a lay person can understand

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Redwood Financial is rated 5 out of 5 based on 45 Google reviews.

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.

Lasting Powers of Attorney Problems – Part 2

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