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Outstanding Value & Service!

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We are delighted to announce our new Client Service Relationship packages, which we believe offer our Client’s outstanding value for money, whatever your financial service needs.

Once we have completed your initial planning, it is important we agree together what type of ongoing relationship is right for you. We offer a broad range of Client Service Relationship packages, designed to meet every Clients unique needs.

We have found that the majority of Clients want a long-term relationship with trusted Advisers who will keep them updated on changes that may affect them and their planning; who they can contact whenever they wish for additional help and support.

Essential Client

This service will be right for Clients who want to be kept updated on the essential changes that may affect them or their planning and feel that unlimited telephone meetings and our Annual Client Events will be enough to meet their needs. At just £15 per month, this offers exceptional value for your essential needs.

Private Client

Our most popular Client Relationship Service package, the Private Client Service is designed for those Clients who want to have access to all of the Essential Benefits and also want Unlimited In-Office Personal Meetings. At just £36 per month, the Private Client Relationship provides you with the confidence that Professional advice and support is always on hand.

Family Client

This service will be perfect for those Clients who want all of the benefits of both the Essential and Private service and who would like for those benefits to be shared with their family members.

How can I sign up?

Currently a Customer but not on a Client Programme and want to join up? No problem! Just call the office on 01489 877547 and our team will happy to help you from as little as £15 per month!

I’m new, what should I do?

We recommend you come along to one of our free, no obligation public education seminars and see what you think of us! Redwood is one of the Souths’ leading Pensions, Investments, Wills, Trusts & Estate Planning providers and we are dedicated to helping families to grow, protect and enjoy their wealth. With our unrivalled knowledge of Investments, Pensions, Financial Planning, Estate Planning and Probate, we can advise on any situation. Join us at one of our Free Public Information Seminars: Book online Book Me A Place!Call us on 01489877 547 or Email info@redwoodfinancial.co.uk to book a no obligation Initial Meeting with us to review your financial planning needs.

Jasmine Lambert Chartered Financial Planner
Jasmine Lambert
Jasmine is the Managing Director and 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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