Financial Advisors Petersfield

Redwood Financial can provide the highest quality Financial Advice and Planning to help families in Petersfield grow, protect and enjoy their wealth.

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Redwood Financial Will Writing

We have a comprehensive range of Will Writing Services available in Petersfield, from our 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.

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What Will Writing Services do we provide?

At Redwood Financial we believe everyone in Petersfield should have access to affordable, professional, and legally binding Wills, that protect them and their beneficiaries, regardless of their Estate Value. With years of experience in crafting Wills, Trusts & Estate Plans, we are now making it even easier for people in Portsmouth to access our award-winning expertise in Will creation.

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.

Why choose us for your Will Writing Service in Petersfield?

Redwood is a local, family owned and run financial service business and we believe we are uniquely positioned and qualified to help our Clients, their families, and the generations to come in the future. Our award-winning service, membership of The Society Will Writers and the Trading Standards Buy with Confidence scheme, mean you are dealing with a business who can be trusted.

40 years Will writing experience

With a combined experience of over 40 years in the Will Writing industry, our Advisors are well placed to make sure you receive the very best legal advice and planning. We are a family-owned and run business and we believe in putting our Clients and their families at the heart of everything that we do.

Award winning

As double Award Winners at the British Wills & Probate Awards 2018, for both Will Writing Firm of the Year (South) and Young Practitioner of the year, we have been subsequently recognised by the Trading Standards Buy With Confidence scheme as a business that has proven can be trusted.

Renowned for our Webinars and Seminars

Our renowned Wills, Trusts and Estate Planning Webinars and Seminars provide everyone with an opportunity to understand this topic in a fun and engaging way for free before they ever have to make a decision about their Planning.

Fixed Price Policy

Our Clients tell us they love our Fixed Price Policy, which means you will know every cost to the penny before having to decide or instruct us to act on your behalf. They also love the fact that we speak in Plain English wherever it is practical to do so, and explain any jargon used in an easy to understand way.

Meet our Team of Financial & Estate Planning Advisors for the Petersfield area

Jasmine Lambert: Financial Planner

Jasmine Lambert is 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

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.

Amazing customer service and satisfaction guaranteed

Our Customer Service is highly prized by our Clients and is the envy of our competitors. Don’t just take our word for it, take a look at our Google Reviews and at Trading Standards!

On top of all that, our No Quibble Service Satisfaction Guarantee ensures you can have confidence that if you are unhappy with any aspect of the advice or services we have supplied, we’ll give you your money back!

Will Writing FAQs:

Why is a Will important?

For many, writing their Wills can be a very daunting and emotional prospect, filled with legal jargon and thoughts of mortality. So, it is hardly surprising that so many put off doing it in the first place! All they want is to protect their loved ones, family members and beneficiaries from the financial and emotional impacts that their passing can bring to others if they die Intestate (without a Will).

We want to ensure that you have the best advice when creating your Will and that it delivers the Goals you wanted to achieve. All too often we see poorly drafted Wills, (some crafted by a solicitor or law firm!), that just fail to adequately protect you and your legacy.

A Will specialist like those employed at Redwood is skilled in the crafting of a professional and legally binding Will, as well as the expertise to provide and implement true Estate Planning advice.

What Will Writing Services do we provide?

We have a comprehensive range of Will Writing Services available, 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.

What happens if I die without a Will?

Dying without a Will could affect your loved ones. More than just your funeral wishes, your Will also lets you decide what happens to your money, property, and possessions after your death.

One of the biggest risks of dying without a Will is that the law will decide who gets what. As if that is not bad enough, if there are no legal heirs the Government will inherit everything!

How do I know what Will Writing Service is best for me?

We always encourage our Clients to start their Estate Planning journey by joining one of our Free Public Information Webinars or Seminars on the topic of Wills, Trusts and Estate Planning. This provides a great level of knowledge for Clients to then make an informed decision about what they want to achieve from their Estate Planning.
If you are still unsure what you need, booking an Initial Meeting to discuss your Estate Planning Goals with an expert Adviser is a good next step. And because we charge for these meetings, our priority is giving you the very best legal advice, not trying to sell you services you just don’t need!

If you believe our Online Will Service is best for you, our online system will ask you a number of qualifier questions to make sure that an Online Will is the most appropriate of our Will Writing Services for you.

You will not be able to complete or pay for our Online Will Writing Services if you do not qualify. You will instead be directed to contact us and we will arrange a complimentary video or phone call with an Adviser who will work with you to understand your Will Writing Goals and agree on a way forward that best protects your loved ones and family members.

Can I write my own Will?

While you can write your Will yourself, we would always recommend that you get advice before you consider doing so. You will need to get your Will formally witnessed and signed to make it legally valid. If you want to update your Will, you need to make an official alteration (called a ‘codicil’) or make a new Will.

We are approved by the Trading Standards Buy With Confidence Scheme which audits and approves businesses as ‘trustworthy’ and ‘safe to do business with’.

We are full members of The Society of Will Writers and Redwood were also winners of the coveted Will Writing Firm of the Year for Southern England in 2018, where our Managing Director also scooped the prestigious Young Practitioner of the Year for the whole of the UK.

But don’t just take our word for it, check out what our Client Reviews say!

How much does our Will Writing Service in Petersfield cost?

Our Will Review Service provides an opportunity for you to have your Will and any other existing Estate Planning documents comprehensively reviewed by one of our professional expert Advisers.

Your complimentary 30 Minute Will Review Meeting can take place over the Phone, by Video Call or at our Offices. Whatever is most convenient for you.

Our Online Will Writing Service starts at just £49 for a single Will or £79 for a Mirror Will.

Wills, Trusts & Estate Planning Webinars and Seminars are FREE.

Estate Planning Implementation costs are unique to every Client, as the recommendations are bespoke to their needs. Every Client receives a full breakdown of recommendations and the cost for each as part of our Discovery Meeting with them. You are in the driving seat and you choose what planning you want to instruct us to put in place, putting you in charge of the implementation costs as well.

Your Will should also name an executor (or several executors) who will administer the estate and carry out your last wishes. This is a very important role for someone, as a Will is a legally-binding document. We always recommend that you appoint people you know and trust, to make sure your Will is followed as you intended it to be.

What type of Financial Advisors are you?

Redwood Financial Family Wealth & Estate Planners Ltd is Directly Authorised with the Financial Conduct Authority. This is reserved for only the most professional and experienced Financial Advisor firms, who feel confident in their ability to govern their internal compliance procedures directly with the Financial Conduct Authority. We are restricted Financial Advisors as we limit our advice to specific investment and pension products. We do not advise on VCT’s, Cash ISA’s, Structured Products & QROPS.

How does our Will Writing Service work?

Clients will then request to have an Initial Meeting with us. This is a one to one meeting with a professional Adviser to understand your unique and specific Estate Planning Goals and for you to understand the options available to you to protect your Estate.

Clients can then choose to move to a Discovery Meeting. Based on your unique Estate Planning goals, our Adviser will create and share a bespoke Discovery Report. This will detail every aspect of advice tailored and recommended for you, with detailed costs broken down to the last penny including the VAT. You can then choose to ask us to implement all, some, or none of the recommendations, only paying for the services you would like us to action.

The final meeting will be an Estate Planning Implementation Meeting. Prior to any final signing of your Wills and other Estate Planning documents, you will receive a draft to approve and if required request amendments to them. A signing Meeting will then be arranged to conclude the Will Writing Service.

We are strong advocates of involving your family members in the process and we will ensure that your chosen Beneficiaries, Trustee’s, Attorney’s, Guardian’s, and Executors are involved as much or as little as you want throughout the process.

We know every family situation is different for everyone and our experience has taught us that by involving those who will benefit from your Will early in its creation, there is clarity of understanding for the wishes and decisions you have made, and unity and support to help you achieve them. It also helps to drastically reduce the risk of your Will be contested by a disgruntled family member!

If all you need at this stage of your life is a basic Will or Mirror Wills that details your wishes and instructs who should receive what in the event of your death, we can help you with that too. Our Online Will Writing Service is a great place to start, or if you would like a little help through the Will Writing Service process from our Team, we can assist you with that also.

What qualifications do you have?

All our highly skilled Financial Advisors have a great deal of experience in Financial Planning and Estate Planning and are Certified Financial Advisors (Dip FA) who are authorised and regulated by the Financial Conduct Authority. We also have specialist qualifications in Equity Release (CeRER) and Long-Term Care Fee Planning (CeLTCI). Although there are no formal qualifications needed to advise clients on their Wills & Estate Planning, all of our Estate Planners are members of the Society of Will Writers, a self-regulatory organisation whose primary objectives are to uphold the advancement, education and ethical standards within the Will Writing & Estate Planning vocation.

Contact Us Today

Trusted by our clients

Google Rating

4.9

Based on 83 reviews

Redwood Financial, Droxford, Hampshire

4.9

Bernard C.

Great service and professional advice from both Jasmine and Steve - also from the rest of the team at Redwood. More than happy to recommend them!

Ian B.

Very helpful and people that know what they're talking about.Definitely recommend Redwood Financial.

Nick T.

Thank you Steve, for tea and meeting this afternoon on a couple of issues, which you made clearer.

Martin P.

So far so good with service we are receiving from all the team at Redwood. Complex issues explained clearly and we do not feel any pressure to rush into any decision. well done

Colin E.

I had a complimentary will review with Steve and he offered extrmely good advice. He quickly identified what I needed in my will and directed me as to the best course of action to take. I have also worked with Jasmine on my pension portfolio and that experience has been excellent too. Redwood have provided good service and offer good value for money.

Jacqui F.

G P

Excellent consult with Steve for estate planning advice .Honest and relevant .Strongly recommend .

Neeraj P.

Steve was fantastic and is very knowledgeable and gave us very useful information. Will be coming back for our 2nd consultation.

Graham F.

Always professional and makes you feel at ease and explains everything clearly

Maggie F.

Jasmine was amazing, so professional, put John (who has learning difficulties) at ease with his writing his will. Very kind. Stuart said myself would use and recommend jasmine and Redwood Financial to all our family and friends. Thank you jazz

Rob Med4th (.

Steve took us through everything and explained thoroughly

Debbie M.

Very thorough and an excellent service

Dan M.

Very friendly and good explanation of topics

Paul W

Tom D.

We sort of "inherited" Redwood when our previous IFA retired. We have found their service and their estate planning to be really helpful, responsive, and easy to digest. The services they provide are well worth taking advantage of.

John

Steve has done an excellent job in explaining estate planning to us, a lot of information to take in. So we found the Wills, Trust & Estate Planning Webinar very useful.You can take in the information at your own pace.Would highly recommend Redwood Financial Services.

Pearl C.

Steve and Jasmine and the Redwood team are amazing. Redwood having been at our side for a number years now providing pension and investment guidance and we are very happy with their services, professionalism and kindness. Redwood are now helping us to navigate through the minefield of estate planning and securing the arrangements we need. I have slept better since our last meeting with Steve! Can't thank you enough for all your help. Really invaluable!

Natasha N.

We are grateful for Steve’s candid advice and wisdom. In a sea of questions, it was a relief to get a clearer understanding of the factors affecting our decision making process, and a referral to another expert on topics outside of Steve’s wheelhouse.

Klaus L.

An absolutely professional and enjoyable experience! Jasmine Lambert introduced me to Redwood Financials’ Services and guided me through the entire process of choosing the right investment strategy and setting up my pension accounts. It turned out to be easy to understand and I feel safe with the decisions I made and the fact that Redwood Financial are taking care of my investments from here on. At the same time, I have all the control and information I need to stay in control of my portfolios.

Adrian J.

"I cannot recommend my financial advisor enough! They are truly personal, trustworthy, and passionate about helping their clients achieve their financial goals. From the moment I started working with them, I felt like they had my best interests at heart. They took the time to get to know me and my financial situation, and they provide me with personalized advice that has helped me make smart financial decisions. I trust them completely and feel confident that they are always looking out for my best interests. If you're looking for a financial advisor who truly cares about their clients, look no further.

Antony J.

This morning I had a really useful meeting with Steve, he guided me through the maze in clear and simple approach to a complex situation. Much appreciated, will be in touch again soon.

Tim W.

Excellent care and attention

Lloyd T.

Fantastic to deal with. Steve and his team took great care with our family and have always provided nothing but brilliant advice and support.

Amanda O.

I have been supported by Redwood Financial for about twenty years. Initially with my investments and more latterly with my Estate Planning. They are always very responsive and proactive, ensuring that I receive the best guidance in a timely manner. I trust them explicitly and have recommended them to my parents and brother who have also benefited from their services.

Ben H.

Neither my wife nor I have any experience of dealing with investment finances but we have been given great service by Redwood and made to feel very comfortable about how to proceed.We have just had our annual review and everything was explained very clearly. Obviously, such things as Covid and the (in)famous mini budget have caused real problems in recent months but our own problems have not been as great as they might have been if people with real expertise had not been 'looking after' us. I would recommend Redwood without reservation to anyone looking for expert help.

Clare P.

My husband and I have used the Redwood team for personnel and business services for years now and find them very professional and love the way they always make us feel so comfortable and supported. We always recommend them to our friends and family.

Emma R.

Steve and the team at Redwood have been and continue to be thoroughly professional, polite and patient in helping our immediate and wider family in the delicate matter or Wills and estate planning. Thank you.

Jim S.

I have been working with the team at Redwood both on a personallevel for my own affairs as well as advice and guidance with my company matters. They have been extremely professional in every respect, and I would be more than happy to recommend anybody needing help with wills, Estate, Pension or Financial matters to contact them.

Bob P.

Different to so many other people today, Steve always knows what he is talking about and his clarity on money issues,combined with the personal understanding of our individuals need, is remarkable. Always feel refreshed and secure after reviewing our financial position with Steve

Paul J.

Visited Redwood this week for my annual review. Steve gave some great advice and helped me make decisions about my investments and saving.Thank you Steve and the team.

Michael M.

Friendly, yet highly professional service for our wills and an equity release. We would thoroughly recommend Redwood.

Jane P.

Redwood has looked after my Mothers financial affairs for many years and always provide her with excellent professional advice and customer service. Highly recommend.

Andrew B.

Excellent 6 month review with Nicola. Everything well prepared and comprehensive answers to all questions.

Peter B.

My partner and I have been supported by Redwood for about the last 12 years. Throughout this period they have given a great service, marked out by how they work very hard to get to know you as a person and support you accordingly. I have been approached a few times by competitors but have zero interest in moving my business. I recommend anyone considering using an independent financial adviser to speak with Redwood first.

Monica P.

Steve has been advising us on our financial situation for over 20 years and I feel that he has never imposed his thoughts on our decision making.He is knowledgeable, helpful and very professional.We have recommended several friends and acquaintances who have all been very happy with the direction in which their finances have grown. Well done Steve and your team.

Thomas M.

Would recommend, Steve has been really helpful with answering my queries. Thanks!

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!

Jos

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!

Sarah C

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.

Jacqui W.

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!

Ajay J.

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

Lynn F.

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.

Elaine E.

Let me put it plainly - Redwood Financial is the only place I will ever go to for information on all financial and legal matters.They spend time with you explaining all the relevant information and answer any questions that you need to ask.What I best like is going into the offices and being welcomed by the staff who know my name and ask me how I am.I have been with them for many years when they started off and had a little office in Cosham.Its a wonderful establishment - very family orientated - and have a wealth of information amongst their team.I rate them 150% and can recommend them without hesitation.Keep up the excellent work - love coming into the office to see you all.

Mark S.

We recommend Redwood highly. We have been taken through the complex estate planning process with care, clarity and diligence. Given that we work in the legal sector ourselves, our decision to place our estate planning in the hands of professional colleagues who specialise in the work, rather than trying to do it ourselves, should speak for itself.

Bernard W.

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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.

Contact Redwood Financial Family Wealth & Estate Planners.

Will Writing Firm of the Year Award Winner