ISA Financial Adviser

Grow, protect and enjoy your wealth

An ISA is often one of the simplest and most tax-efficient ways to start saving or investing for the future. With our professional financial advice, you can choose the most appropriate ISA for your circumstances and create an investment strategy aligned with your goals and risk tolerance.

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Professional Advice on Individual Savings Accounts (ISAs)

Saving is ingrained in many of us from a young age. From saving for your first car to a deposit on your first home, or a significant life event like a wedding. As you mature, your priorities may shift to your family, perhaps your children’s education. If you are approaching your later years, naturally, you will begin to prioritise your financial future and plan for a comfortable retirement.

Whatever life stage you are at, Redwood Financial can offer personalised advice. We can recommend the types of Savings accounts and investments most suitable for your circumstances and help you consider available interest rates, potential returns, risks, and tax benefits.

If you’re looking for a tax-efficient way to save or invest, an ISA could be an important part of your Financial Plan.

Contact us today to find out more about ISAs and discuss your options.

What Are Individual Savings Accounts (ISAs)?

ISAs are tax-efficient accounts that allow you to hold cash or eligible Investments. You can contribute up to the applicable annual ISA allowance, while eligible interest, dividends and investment gains generated within the ISA are free from UK Income Tax and Capital Gains Tax. Withdrawals from Cash ISAs and Stocks and Shares ISAs are also normally tax-free.

Depending on the ISA type, returns may come from tax-free interest, dividends or capital growth. This favourable tax treatment can make ISAs a valuable tool for building long-term financial security.

Types of Individual Savings Accounts

There are four main types of adult ISAs available in the UK:

Cash ISAs

Cash ISAs are similar to traditional Savings accounts, but with the benefit of tax-free interest. You must generally be aged 18 or over to open an adult Cash ISA. They can be useful for short- to medium-term Savings goals where you do not want your money exposed to investment markets.

A Junior ISA is available separately for eligible children under the age of 18. There are two types: Cash Junior ISAs and Stocks and Shares Junior ISAs. A parent or guardian with parental responsibility can open a Junior ISA for a child under 16, while children aged 16 and 17 can open one themselves. Anyone can contribute, subject to the overall Junior ISA limit of £9,000 in the 2026/27 tax year. The money belongs to the child and normally cannot be withdrawn until they turn 18.

A Cash ISA is generally lower risk than an investment ISA because the money is held as cash rather than being exposed to investment markets. Interest rates can rise or fall, and inflation may reduce the purchasing power of your Savings over time.

Innovative Finance ISAs

Innovative Finance ISAs allow you to invest through eligible peer-to-peer lending and certain other qualifying arrangements, with potential returns held within the ISA tax wrapper.

This type of ISA carries greater risk than a Cash ISA and may not be suitable for everyone. Borrowers may fail to repay loans, you could lose some or all of the money invested, and returns are not guaranteed. Suitability will depend on your individual circumstances and attitude to risk, which our Financial Advisers can discuss with you.

Stocks and Shares ISAs

Stocks and Shares ISAs allow your money to be invested in eligible Investments such as shares, funds, bonds, investment trusts and ETFs. Returns may come from capital growth, dividends or interest, depending on the Investments held.

The value of Investments can rise or fall depending on market conditions and wider economic factors, and you could get back less than you invest. Stocks and Shares ISAs offer greater long-term growth potential than cash, but that potential comes with investment risk. Past performance is not a guide to future returns.

For this reason, Stocks and Shares ISAs are generally better suited to longer-term investing, where you have more time to ride out periods of market volatility. For many people, they can play an important role in building wealth for future goals, including retirement.

Diversification can help spread investment risk, but it cannot eliminate it or guarantee against losses. A Financial Adviser can help you understand how much risk is appropriate for your circumstances, build a diversified portfolio aligned with your objectives, and review your Investments over time.

Lifetime ISAs

If you are aged between 18 and 39, you can usually open a Lifetime ISA, which helps you save for your first home or later life.

You can contribute up to £4,000 each tax year until you reach age 50, and the government adds a 25% bonus, up to £1,000 a year. The £4,000 Lifetime ISA limit forms part of your overall annual ISA allowance.

You can hold cash, Investments, or a combination of both within a Lifetime ISA. You can normally withdraw without the Lifetime ISA withdrawal charge when buying an eligible first home, from age 60, or in certain other qualifying circumstances. Other withdrawals will usually be subject to a 25% government withdrawal charge.

What is the ISA allowance?

The ISA allowance is the maximum amount you can contribute to your ISAs during a single tax year.

For the 2026/27 tax year, the overall annual ISA allowance is £20,000. This can be allocated across eligible ISA types, subject to the individual rules and limits that apply to products such as Lifetime ISAs.

From 6 April 2027, Cash ISA subscriptions will be capped at £12,000 for people under 65, while the overall annual ISA allowance will remain at £20,000. Those aged 65 and over will continue to have a £20,000 Cash ISA limit. The Junior ISA allowance remains £9,000.

The ISA allowance resets each tax year, so you can’t normally carry forward any unused allowance.

This information is correct as of October 2026. ISA rules and allowances can change.

ISA types at a glance

ISA Type	How it Works	Annual Allowance (2026/27)	Risk Level	Typical Use	Key Benefit
Cash ISA	Money is held as cash and earns interest, similar to a Savings account.	Up to £20,000, shared across your adult ISAs	Lower	Short- to medium-term Savings and money you do not want exposed to investment markets.	Interest is free from UK Income Tax.
Innovative Finance ISA	Money is invested through eligible peer-to-peer lending and other qualifying arrangements.	Up to £20,000, shared across your adult ISAs	Higher than cash	Investors are able to accept additional risk in return for potential returns.	Eligible returns benefit from the ISA tax wrapper.
Stocks and Shares ISA	Money is invested in eligible assets such as shares, funds, bonds or ETFs.	Up to £20,000, shared across your adult ISAs	Varies according to Investments	Longer-term investing and wealth building.	Eligible investment income and gains are sheltered from UK Income Tax and Capital Gains Tax.
Lifetime ISA	Cash or Investments held to help buy an eligible first home or save for later life.	Up to £4,000, which counts towards the £20,000 ISA allowance	Varies	Eligible first-time buyers and longer-term Savings for later life.	25% government bonus, subject to Lifetime ISA rules.

Redwood’s Investment Planning Process

Rather than looking at an ISA in isolation, we consider your wider Financial Plan, including your goals, existing Savings and Investments, tax position, investment timeframe and attitude to risk. Professional financial advice can help you structure your Investments appropriately, understand the tax implications and maintain a disciplined long-term strategy.

Here is how it works:

Financial Advisers must clearly explain the charges that apply to investment advice and related services. Adviser charges may, for example, be structured as a fixed fee or as a percentage, depending on the service being provided.

1. Discovery Meeting

We will start with an in-depth conversation about your circumstances, financial situation, needs, future goals, and attitude to investment risk.

2. Creating Your Investment Strategy

Following our meeting, your personal Financial Adviser will create a clear, considered financial strategy and explain their recommendations so you can make informed decisions.

This may include creating an asset allocation framework that spreads Investments across different asset classes and areas of the market, helping to diversify risk and support your long-term objectives.

3. Investment Selection

Working closely with our trusted Investment Specialists and Fund Managers, we will identify Investments that are appropriate for the agreed strategy, objectives and level of risk.

4. Investment Management

Setting your Investment Strategy is just the first step. Your portfolio will require regular management and review to help ensure it remains consistent with your agreed objectives, risk profile and wider Financial Plan.

5. Investment Updates

We will keep you informed of market developments via our Quarterly Investment Bulletin and contact you directly when necessary. You will have access to our online portal so you can see an up-to-date view of your funds’ performance in one place.

Please remember that the value of Investments can fall as well as rise, and past performance should not be relied upon as a guide to future returns.

We will conduct an annual review meeting with you, and you will also be invited to attend our Annual Client Investment Conference.

Please note that our minimum investment threshold for new Clients is £250,000.

Combining ISAs With a Personal Pension

ISAs can work effectively alongside Pensions, whether that’s a workplace Pension, a defined benefit Pension or a personal Pension arrangement.

Pension contributions can help build long-term retirement income and may benefit from tax relief, subject to the relevant rules and allowances. ISAs can offer additional flexibility because you can normally withdraw money without Income Tax or Capital Gains Tax being due on the withdrawal.

We can help you understand how Pension contributions interact with the relevant Pension annual allowance and ISA allowances as part of your wider Financial Planning.

We can also explain how ISAs fit into Inheritance Tax Planning. ISA assets will normally form part of your Estate for Inheritance Tax purposes, although different rules and allowances can apply depending on individual circumstances, including where assets pass to a spouse or civil partner.

Is my ISA protected?

The protection available depends on the type of ISA, the provider and what is held within it.

Eligible deposits, including qualifying Cash ISA deposits held with a UK-authorised bank, building society or credit union, are currently protected by the Financial Services Compensation Scheme (FSCS) up to £120,000 per eligible person, per authorised firm if the provider fails.

For investment business, FSCS may provide compensation of up to £85,000 per eligible person, per firm in certain circumstances where an authorised firm has failed and cannot meet a valid claim.

FSCS protection does not cover ordinary investment losses or poor investment performance, and not every investment or provider will necessarily qualify for protection.

For deposits, protection generally applies per authorised firm or banking licence, not per individual account or brand. If you hold substantial cash balances across several brands, check whether those brands share the same banking licence.

The advice you receive from Redwood Financial is regulated by the Financial Conduct Authority (FCA). Our team includes qualified Financial Advisers holding recognised industry qualifications, including DipFA, CeRER and CeLTCI.

Speak to a trusted ISA Financial Adviser

Choosing the right Financial Adviser is about more than products and Investments. At Redwood Financial, our focus is on helping Clients make informed choices about ISAs and their wider Financial Planning, with the aim of helping them grow, protect and enjoy their wealth.

We are a family-run firm, and we pride ourselves on building trusted relationships that often span generations.

Appointments can take place in the comfort of your home or by video call when appropriate. Whether you are exploring ISAs for the first time or want your Savings and investments to work more effectively towards your goals, speak to Redwood Financial today and take the next step towards your financial future.

Frequently asked questions about ISAs

How much can I invest in an ISA?

The overall ISA allowance for the 2026/27 tax year is £20,000. You can allocate this across different adult ISA types, subject to the individual rules and limits that apply.

From 6 April 2027, people under 65 will be limited to contributing £12,000 of their overall £20,000 allowance to Cash ISAs.

(Correct as of October 2026.)

Are ISAs tax-free?

ISAs are tax-efficient accounts. Under current rules, eligible interest and dividends received within an ISA are free from UK Income Tax, while gains made on Investments held within an ISA are free from Capital Gains Tax.

Withdrawals from Cash ISAs and Stocks and Shares ISAs are also normally tax-free. Lifetime ISAs have separate withdrawal rules and a charge can apply to non-qualifying withdrawals.

Are ISAs better than savings accounts?

Whether an ISA or an ordinary Savings account is more suitable will depend on your circumstances.

Interest earned outside an ISA may already fall within your available Personal Savings Allowance or other tax-free allowances, while an ISA provides an ongoing tax-efficient wrapper for eligible Savings or Investments.

For shorter-term goals or money you cannot afford to expose to investment risk, a Cash ISA or other suitable Savings account may be appropriate. For longer-term objectives, a Stocks and Shares ISA may be worth considering if you are comfortable accepting investment risk.

Should I choose a Cash ISA or a Stocks and Shares ISA?

The right option depends on factors including your financial goals, personal circumstances, investment timeframe, need for access to your money and attitude to risk.

Cash ISAs may be suitable for shorter-term goals or money you do not want exposed to investment markets. Stocks and Shares ISAs may be appropriate for longer-term goals where you are prepared to accept the possibility that Investments can fall in value as well as rise.

A qualified Financial Adviser can help you understand your options and determine which approach suits your circumstances. Under current rules, withdrawals from Cash ISAs and Stocks and Shares ISAs are normally tax-free.

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Jasmine Lambert

Jasmine was awarded the British Young Practitioner of the Year in 2018. She is a qualified Chartered Financial Planner and full member of Society of Will Writers.

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Redwood Financial, Droxford, Hampshire

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Paul V

Just to say that my wife and I recently attended (via Teams) our personal annual financial review meeting with Nicola at Redwood, which we found most helpful. Nicola prepared a very informative set of slides, but, also dovetailed into her presentation explanations of the key issues that we had said we were unsure about. The set of data illustrated clearly the path that we are on with our finances and we discussed the various options that we could consider both in the short and longer term to tailor our investment portfolio to our needs. All in all a very helpful and encouraging meeting. Many thanks.

Phillip E.

Thanks to Nicola and team for warm welcome when visiting the office for our annual review of our mother’s investment.We found the experience very professional and comforting that investment was being looked after in capable hands.Thanks Phill & Jez Evans

Simon B.

Im very pleased with the promptness and quality of the work Redwood does for me. I’m confident in my future thanks to them.

Jude S.

Wonderful support from a "family feel" business

Martin & Jayne C.

Really sound advise from Steve and his team- very professional with every step explained clearly with our best interests in mind. Would not hesitate to recommend them.We have just had a follow up signing meeting with Steve and his lovely staff along with our sons. Everything was explained to them in language that was easy for them understand - they were made to feel very at ease and encouraged to ask questions at ever point.

Janine B.

Neil D.

Easiest planning ever.

Anne G.

I have been taking Ken Bannister's advice for financial planning for many years through his different enterprises and am now very happy to continue to do so with Redwood. As a company I have found them to be extremely helpful, knowledgeable and very clear in everything we cover, with excellent communcation. For estate planning Stephanie has given me confidence that my inheritance plans are well in place for future generations. To sum up, friendly and professional!

Rosanna V.

The incredible team at Redwood are nothing short of fantastic! Sorting out finance things can be so overwhelming and Redwood have made it easy and accessible to understand -dare I say enjoyable! Thank you all so much for all the care and time you take with all of us clients, you are all miracle makers!

Wendy G.

I was recommended Redwood Financial Services by a friend some years ago. I have used them for financial advice as well as Estate planning too.They do not make me feel foolish, when I ask questions about my finances or when dealing with my Will. Nothing is too much trouble. They are so patient.I have recommended them to friends and family.

Terri S.

Always professional, friendly and tolerant!

Darren S.

Fantastic service, from face to face meetings to phone calls and email help. Can't recommend Redwood enough, Justine is superb.

Margaret G.

I have been with Redwood for over thirty years and have always had full confidence in their services. The markets may have fluctuated over the years but Redwood's finance knowledge and controls has meant that my finances have always been in safe hands.

David C.

Have used the Redwood services for a many years and have always found their staff professional and helpful. You are treated as a person (not just a number) and they explain the pros & cons in a straightforward manner. Would recommend them.

Nicki S.

Redwood have supported us for a number of years now and we continue to be very happy with the service they provide. They listen carefully to our needs and their advice is clear and concise. They are highly responsive and we feel like we are in very safe hands.

Janet G.

Very pleased with Redwood Financial. Ken has been our advisor for many years & always explains things very clearly. The office staff at Redwood are very friendly & helpful. I am very happy with my investments

Barry S.

Excellent customer service would recommend

Doug “cloudstuff” C.

We really value the breadth of experience and expertise that Redwood Finance bring to support our specific needs and options surrounding important decision making. Whether it’s savings and pension matters or estate planning, wills and trusts, you know they’ll equip you and guide you with practical understandable advice. Financial SatNav.

Chris W.

Redwoods have patiently helped us prepare our financial affairs through changing government schemes, keeping us advised of up-to-date requirements and influences. With a family trust and IHT to negotiate, we are fully confident in Redwood's service.

David G.

With Helena's poor state of health we needed to urgently review our estate planning especially with impending changes in inheritance tax on April 2027. Having started the search for advice we liked the clear approach in the Redwood webinars. As we have traveled along the estate planning pathway set out by Redwood we have been pleased with all the staff attention to detail and pleasant approach especially Steve, Lisa, Justine and Chloe. They have set out options and advice clearly and we are happy to recommend them.

Henrietta V.

So professional and so interested in all their clients as individuals. A really lovely, efficient, knowledgeable bunch, and super human beings at that! Highly recommend. Thank you for sorting our future out!

Mark P.

Fantastic organisation and great people

Tina T.

I’ve had the pleasure of working with this independent financial advisory firm for many years, and I can confidently say they have been exceptional every step of the way. From the very beginning, their approach has always felt genuinely personal—they take the time to understand not just the numbers, but my goals, concerns, and long-term aspirations.Jasmine and the team are truly outstanding. They are approachable, knowledgeable, and consistently go above and beyond to ensure everything is clear and tailored to my situation. No question ever feels too small, and their guidance has always been thoughtful and reassuring.What really sets them apart is the combination of professionalism and care. Over the years, they have helped me achieve great financial outcomes, always with a steady, well-informed strategy that gives me confidence in the future. It’s rare to find a team that balances expertise with such a strong personal touch.I wouldn’t hesitate to recommend Jasmine and the team to anyone looking for trusted, long-term financial advice.

Glen H.

The help and advice that Redwood Financial Services has given us now over a number of years has been absolutely first rate. Not only the service but the professional yet friendly manner all the team have treated us has been award winning - we feel like they are our friends not just our advisors. The culture Jasmine and Steve have instilled in this company is what others should aspire too. For Amy organising us, Claire updating us and Nicola doing our annual review a huge thank you.

Robert E.

We have been associated with Redwood for over ten years, dealing with a wide range of aspects concerning our finances. They have advised us on pensions, estate planning and investments. Throughout all this time we have found them to be totally professional, helpful and friendly. We have absolute confidence in the team and know that they are always ready to help us with any advice or questions that arise. Particularly useful are the review meetings, which guide us on the performance, future legislation and our future requirements. No hesitation in recommending Redwood Finacial!

Brenda S.

Our association with Redwood Financial began, several years ago, from tentatively attending a presentation at a local hotel about options on making a will. Steve and his daughter, Jasmine, were incredibly impressive in presenting the information, exemplified with various family case studies. These were fictional, but highlighted how complex it could become to create wills which suited every need. Thus, we started our relationship with this company and promptly updated our wills. This led onto Estate Planning and setting up Trusts for our sons.We were so pleased with the clarity of explanation and transparency of fees that my husband felt completely confident in placing his pension planning with Jasmine.Our sons are now looking to make their own wills and will use Redwood Financial, with the confidence of having a family based business to inform them. Finding a company that offer a personalised, professional approach is like finding a hen's tooth in today's big corporate environment. At Redwood, you have the best of both worlds; an individualised relationship but with access to the best performing platforms/ investors which enable our family to feel that we have made sound decisions. With opportunities for regular revues, you can adjust your planning for changing circumstances. Trusting Redwood Financial is one of the best decisions we have made.

Paul K.

Another excellent Annual Review Meeting with Ken Bannister of Redwood Financial. Redwood provide a first class service. Redwood staff are all highly motivated and make their customers feel valued as individuals. It is a pleasure to deal with this Family Business.

Peter N.

Superb financial advisers (family based).Put their clients totally to the forefront of their business, with excellent service and communication. Regular client events ensure involvement and openness with their own business and the financial providers they use. Very family finance orientated with long-term & generational planning at the forefront. I totally recommend a discussion with them so they can show what they can achieve.

Trev L.

Very Good[Ed to original review]I have been working with Redwood Financial for approximately seven years now, from my initial assessment at a presentation through personal meetings, conferences and social events. Redwood has something which, in my experience, is a rarity these days: humanity and family values. Thank you so much, Redwood, for helping to bring peace of mind to the next stage of my life so that I can separate key signals from the noise. Thank you to the WHOLE team because we rise and fall as a TEAM. 🙏🙏#GodBless #31stMay2025[Update: 17022026: Thank you, Redwood, for your continued great support and care in furnishing our familial needs. Steph and Justine epitomise your care, and teamwork continues to shine through. 🙏]

Mary C.

My annual review with Ken was as always elegant

keith S.

I was recommended Redwood by a friend. I needed some Will & Estate planning and found them 1st class for both the information supplied and the service.

Graham J.

We attended the Redwood client conference last Friday. It was the usual excellent informative day with brilliant guest speakers. If anyone is looking for a professional and friendly financial advisor Company then I would highly recommend Redwood. They continue to deliver high levels of service for their clients including the best possible financial returns.

John G.

All very good. Everything was explained in detail . Everyone is very pleasant and try to make it a good experience. They even provide tea / coffee and biscuits as well as a designated parking place. Excellent.

peter B.

We discovered that we needed Trust Wills through the excellent Redwood seminar program, and found a world unknown to us. Engaging them to produce our new wills, we were very impressed by their depth of knowledge and attention to detail.The quality of the staff is unusually high and their interpersonal skills are outstanding, extending to Roxy, our springer, being present at every meeting. They all love her and she shows it. Lovely to see.We give the highest recommendation for Redwood to solve your age related issues, e.g Wills and Trusts, Pensions, Estate planning and Investments.Our special appreciation goes to the magnificent Justine, who steered us with ease through the complexities of the signing stage for completion.Love to all,Hazel, Peter and Roxy

Colin E.

This is a company who takes a personal interest in your investments. Well recommended.

Robin B.

Redwood Financial have provided reliable, prudent and very well-informed advice and support for my investments and pension for several years and I have found them to be professional, conscientious and exceptionally diligent in their approach to every aspect of their services. Their financial advisors have an exceptionally broad understanding of their brief and a comprehensive product and market knowledge which results in a tailored approach to individual financial requirements. The team around them, maintaining client relations and process administration, is delightful, hugely competent, motivated and client-focussed which makes any and all interactions easy, efficient and assured. Highly recommended.

Mike B.

I worked with Steve and the team at Redwood recently for estate planning. They were very helpful, provided clear information, and enabled me to make the best decision for my future. Nothing was too much trouble - they made a complex subject easy to understand.Highly recommended!

Steve

I have been with Redwood for nearly 15 years and have found Steve, Jasmine, Nicola and the wider team to be both knowledge and extremely helpful. I would highly recommend them as a totally professional team committed to providing high quality advice and guidance and always with my best interests at heart.

James T.

I contacted Redwood to discuss consolidating my pensions. Also I knew Ken Bannister from previous experience. I am delighted with the progress made to date. I have had excellent meetings with Ken where everything is explained to me clearly and in terms I understand. The communications from Kayleigh and the reports being sent to me are also excellent quality and informative. Very pleased with progress to date.

G A.

Excellent advice as always, thank you Ken.

Robert A.

Thank you Ken for your excellent advice, much appreciated.

graham S.

Thankyou for your efficiency, knowledge and Professionalism.

Colin E.

I moved to Redwood Financial to manage my Pension Portfolio in April 2023 following the retirement of my previous adviser who introduced me to them. Their services have been excellent, their advice sensible and clear and their charges competitive. My position as an Owner Director of a lLmited company makes my position slightly different to the mainstream and they have understood my requirements and worked with me to create a sensible retirement plan. I would highly recommend them.

Andrew B.

Nicola reviewed our investments in a pension and some ISAs, held by my wife and I. She has recommended some changes which we expect to give better returns. Everything was well prepared and explained to us. We remain very happy with the advice and support from Nicola and the Redwood team.

Fiona W.

We have been very impressed by the professional and knowledgeable service from Redwood. All the staff have been exceptional and clearly want to provide excellent customer service

Deborah H.

Redwood have supported my family and I for many years and their service and support in all issues is amazing.I cannot recommend the team enough especially if you are unsure of what you need to do regarding wills , trust funds, savings and pension advice.Thank you Redwood team for being such great friends and I hope this will continue for many years to come

Graham S.

We had reached our 70's and realized that we needed to ensure our estate was not open to possible extra taxation costs and security for our direct family. We attended a Redwood seminar and decided to take further advice. They were very proffesional, patient and understanding. They treated us with respect and kept everything in simple laymens terms.

tim D.

Steve and his team did a fantastic job sorting out a new Will and Power of Attorney for myself, in addition to setting up a Trust Fund after the death of my wife. They were sympathetic throughout the process during a difficult time and I wouldn't have any hesitation in recommending them for similar work.

Kathy C.

I really cannot recommend Redwood Financial enough. All members of the team were so friendly and helpful and Steph did a sterling job guiding us through all options and ensuring we were happy with our decisions. The information provided throughout the process was clear and concise and the provision of the Will Commentary is brilliant - it will make life much easier for those who have to look after our affairs when the time comes.Thanks Redwood Financial for a fabulous service.

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Dealing with Jasmine and her firm has been an absolute pleasure. Practical, sensible and kind advice, in sometimes difficult circumstances, with total efficiency and dedication. I would not hesitate to recommend her to anyone else who needs some help with their financial circumstances.

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.

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.

I cannot thank the staff at Redwood enough, especially Sophie as she has been so patient and caring to my needs. I have found them to be highly professional and efficient in executing their often delicate and personal work. Would highly recommend their services.

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.

Steve Blofield and his team are excellent! Friendly and helpful advice is readily at hand and has opened my eyes to the importance of estate planning. A brief phone conversation is always followed by a comprehensive email. This firm deserves its awards and excellent reputation.