No more FREE Initial Meetings!


They say there’s no such thing as a free lunch, and yet it is a tradition in our profession to always offer a Free Initial Meeting.

At Redwood, we always like to be innovative and question the best way to do things for our Clients.

This is why from 1st July 2019 we took the important decision to no longer offer Free Initial Meetings and instead to start charging £90 including VAT.

Why have we done this?

When someone offers you a Free Initial Meeting, that Adviser only has one way of making that meeting profitable – they must now sell to you.  Your Initial Meeting becomes a sales pitch, with an Advisor trying to sell their services and products on to you.

As an award-winning and professional firm, our Initial Meetings are about providing you with bespoke advice, allowing us to review your existing planning, finding out what is actually important to you and giving you professional advice, even if that means telling you, you don’t need our help!

How does this benefit you?

  1. Your Initial Meeting is about you and your needs
  2. You never feel pressured or get sold to
  3. Your existing planning is reviewed to see if what you already have in place, meets your needs

Before you book your initial meeting…

One question you may have is: “how do I know Redwood is the right firm for me, before paying for an Initial Meeting?”

At Redwood, we are proud to hold regular Public Education Seminars across Hampshire, which give you a free two-hour presentation from our Advisers on case studies which are relevant to our Clients. These Seminars are a fantastic introduction to our business, the services we provide and how we can help you to grow, protect and enjoy your wealth.

So, if you want to know more about Redwood, before booking your Initial Meeting, please visit our Events Page and book onto our next Seminar near you!

The Redwood Guarantee

At Redwood we pride ourselves on delivering an amazing Client service and as a small family business, our reputation is everything. This means at the end of your Initial Meeting if you don’t feel it was worth the £90 fee then you simply won’t pay it.  No questions asked!

Jasmine Lambert Chartered Financial Planner
Jasmine Lambert

Jasmine is the Managing Director and a Chartered Senior Financial Planner at Redwood Financial. She helps clients manage and grow their wealth and protect their estate. Jasmine also provides expert advice in our FREE Redwood Webinars, where you can learn more about Wills, Trusts and Estate Planning.

Redwood Financial is one of the south’s leading Investments, Pensions, Wills, Trusts & Estate Planning providers and we are dedicated to helping families to grow, protect and enjoy their wealth. With our unrivalled knowledge of Estate Planning, Lasting Powers of Attorney, Probate, Pensions, Savings & Investments, we can advise on any situation.
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