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Will Writing & Financial Advisors Portsmouth

Welcome to Redwood - Financial Advisors covering the Portsmouth area

Financial advice is not only required by the wealthy, everyone can benefit from it. It can help you protect and build your assets and assist you in making the most of your Investments while securing the long-term future financial success of you and your family’s wealth. We can think of multiple reasons to use a Financial Adviser, so contact us to find out why.

How can I arrange to speak to a Financial Adviser in Portsmouth?

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 we 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 close to Portsmouth in Droxford, SO32 3PW and you can either visit us in person or via a Zoom call. 

See us on Google here: https://g.page/redwoodfinancialestateplanners?share

Our Portsmouth Financial Advisors specifically specialise in:

Pension Advice

Our Pension Advisors in Portsmouth 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.

Will Writing Services

At Redwood Financial we believe everyone in Portsmouth 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.

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.

How to create your Will in Portsmouth using our Online Wills service

Our Online Will Service has been developed to the same exacting standards and legal compliance as our award-winning personal advice service. We care deeply about your personal data and you will have secure access to Redwood Wills Online through your own personalised username and password.

Once registered, you will have a number of options for Will packages to choose from, each of which will guide you step by step through our easy and intuitive process.

You can save your planning at any time and come back to work on it whenever you want, and you will only pay at the end of the process when you are completely satisfied with the documents you have created. If you are worried about getting it right, we have a check service available too!

Why choose us for your Will Writing Service in Portsmouth?

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.

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!

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

Jasmine Lambert Financial Advisor in Portsmouth PO1

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.

We also cover the following areas:
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Create your Online Will in Portsmouth today!

Will Writing Firm of the Year Award Winner
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