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financial advisor in southampton

Financial Advisers in Southampton

Specialist financial advice is often thought to be the preserve of the wealthy but in truth, it can be of benefit to everyone. To date, you may only have experience of talking to mortgage advisers or insurance product providers? Yet, whether you’re concerned with protecting and building your assets in the short term or understanding how best to secure your family’s financial success for the future, our financial advisers can help you achieve your goals, and get there faster.

Get in touch today to understand how sound financial planning could benefit you personally. Serving individuals, families and companies based in the Southampton area, we’re here to give you the financial advice or investment advice you’re seeking, paired with a personal level of service that we’re known for.

Financial Advisors & Financial Planning Services in Southampton, Hampshire

Our skilled independent financial advisers in Southampton are highly experienced in offering savings and investment guidance and can offer assistance on retirement planning, income protection, pension transfers, and reducing financial risk.

We are proud to be one of the South’s leading Financial Estate Planning providers and we’ve years of experience in helping our Southampton clients navigate the ups and downs of daily life from the impact of critical illness, health issues, or divorce to setting up a new business or releasing equity from your home.

Whatever your financial needs, we can offer you the guidance you need to feel confident in your financial decision-making.

Trusted experts

Redwood Financial Family Wealth & Estate Planners Ltd is Directly Authorised by the Financial Conduct Authority. This is reserved for only the most professional and experienced Financial Adviser firms, able to govern their internal compliance procedures directly with the Financial Conduct Authority.

Satisfaction guarantee

Our experience and accreditation mean you can have faith that our financial advisers are well-qualified to provide independent financial advice, taking all relevant factors into account. Better yet, we’re proud to be able to offer you a 100% Satisfaction Guarantee via a ‘no quibble’ refund policy.

How can I arrange to speak to a Financial Advisor?

If you are ready to take the next step of speaking to an Adviser, or if you would like to know a little more about how an independent financial adviser can help you, call us on 01489 877 547 or complete our contact form for a call or email back.

Our head office is located in Droxford, Southampton SO32 3PW. We’re always happy to see clients in person at our office or to talk via a Zoom call if you find it more convenient. Here’s a Google map of our location at St Clairs Farm, Wickham Rd, Southampton SO32 3PW:

What financial services do you provide in Southampton?

We can advise you on a whole range of areas designed to protect your income and safeguard your financial wellbeing including:

Please note that we are restricted advisers. This means we limit our advice to specific investment and pension products. We do not provide advice on Venture Capital Trusts, Cash ISAs, Structured Products, or QROPS (Qualifying Recognised Overseas Pension Scheme).

Why choose us for your financial advice Service in Southampton?

Finding the right financial adviser can feel daunting. At Redwood, we have a “family” philosophy that drives us to help individuals and families to get the best deal every step of the way. We’re an award-winning business with an exceptional track record – check out our client reviews to find out more.

Meet our Team of Financial & Estate Planning Advisers for the Southampton area

Jasmine Lambert Chartered Financial Advisor in Southampton

Jasmine Lambert: Chartered Financial Planner

Jasmine Lambert a Chartered Financial Planner who has been a qualified Financial Planner since 2008 and over many years has built a wealth of experience, both as Wills, Trusts & Estate Planning Advisor, but also in the specialism of Pensions, Savings, and Investments.

Jasmine joined the Financial Services practice established in 1999 by her father, Steven Blofield Associates at 16 years old. After working her way up through all the office roles, while taking her exams to be a professional Financial Adviser in her own right, Jasmine became the Managing Director of the firm in 2010.

In 2014, Jasmine became an owner and director for the first time with the creation of Redwood Financial Family Wealth and Estate Planning Ltd, the business she still heads today.

Steve Blofield Financial Planner in Southampton

Steve Blofield: Financial Planner

Steve Blofield has been a qualified Financial Planner since 1997 and his extensive time in the financial services industry has given him a wealth of experience, not only in this field but also in the specialism of Wills, Trusts & Estate Planning.

Steve established his own Financial Services practice, Steven Blofield Associates in 1999, and since 2015 he has dedicated all his time exclusively as a professional Estate Planner in Redwood Wills & Trust. Not only is Steve a dedicated practitioner in this area of law, he is also the Regional Chairman of the Society of Will Writers for Hampshire and Wiltshire.

Steve is also a mentor and teacher on Wills, Trusts and Estate Planning, as he passes on his extensive knowledge and expertise to other professional Will Writers, Estate Planners, Financial Advisers, Accountants and Solicitors.

Our Financial Advisors specifically specialise in:

Pension Advice

Our Pension Advisors in Southampton have been helping clients with specialist Pension Advice for well 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. We can also advise you on equity release.

Savings and ISA’s

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.

Inheritance Tax Planning

Inheritance Tax Planning is about putting proactive planning in place to make sure your Estate is held and passed down to your beneficiaries in the most tax efficient way possible. Family wealth is often subject to Inheritance Tax as it passes down each generation, eroding that wealth for you and your loved ones over time.

Investments

Throughout your life, you are likely to need different financial products. This can include mortgages, pensions, savings and investment, tax planning, protection insurance, and access to capital.

A financial adviser can help you make the right decision about the best product for you with sound investment advice and expert knowledge of where the risks lie.

We also offer estate planning services

Additionally, our estate planning services offer guidance on Will Writing, Lasting Powers of Attorney, Trusts, Equity Release, Inheritance Tax Planning, and more, see Estate Planning Solutions for more information.

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Get in touch to speak to a financial adviser today

Whether you’re looking to get pension-wise, need guidance on your next business venture, or are seeking a certified financial planner that spouts less jargon and more money-saving advice, if you are based in Southampton or surrounding areas, why not get in touch today? We’d love to help you take control of your finances.
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