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Redwood Estate Planning Case Study Video Now Live!

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We are delighted to announce that after many requests from attendees of our Seminars and from our Clients, that we have created a video of the Clarke Family Case Study we share as part of our presentation.

The Redwood case study is one of the key scenarios we take our Clients through during our FREE Public Information Seminars on Wills, Trusts & Estate Planning. It takes you through a ‘before and after’ Professional Advice case study of Estate Planning and is based on real events that happened to Redwood Clients.

Redwood Family Wealth & Estate Planners is one of the souths leading 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 pension and financial wealth planning, we can advise on any situation. Join us at one of our Free Public Information Seminars on Wills, Trusts & Estate Planning: Book online Book Me A Place!, Call us on 01489 877 547 or Email info@redwoodfinancial.co.uk to book a FREE Initial Meeting with us to review your financial planning needs.

You can view our video here  The Clarke Family Case Study

 

Jasmine Lambert Chartered Financial Adviser in Southampton
Jasmine Lambert

Jasmine has been a qualified Financial Planner since 2008. She has also been a member of the Society of Will Writers since 2012. She is passionate about helping Clients build their wealth and achieve the financial lifestyle they desire. Her areas of expertise are that of Savings, Investments, Pensions and Retirement 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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Please Note Office Closed

Our office will be closed all day on Thursday, 26th June, due to essential power supply maintenance being carried out by Scottish Power in the area.

While we won’t be in the office, the Team will still be working from home and checking emails throughout the day. Our main phone line will be diverted to the Team.

We’ll be back in the office as usual on Friday, 27th June.

We apologise for any inconvenience this closure may cause. Thank you so much for your patience and understanding. We truly appreciate it!

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