Retiring UK IFA

Are you a retiring IFA and looking to sell your business and transfer your Clients, safe in the knowledge that they will be looked after with a high level of service? Talk to Jasmine at Redwood Financial.

As featured in Money Marketing Magazine

Retiring Independent Financial Advisor looking to sell your IFA business?

As Financial Planners ourselves, we know how important our relationship is with our Clients and how many of those relationships span several decades and even multiple generations.

For many Financial Advisers the idea of retiring and passing their Clients needs into the hands of someone else is an important responsibility and is not a decision that is taken lightly.

This is why we are honoured when an IFA chooses to partner with us at Redwood Financial, to ensure that their Clients are looked after, as they retire from the profession.

Jasmine Lambert Chartered Financial Planner at Redwood Financial

Why choose us to sell your IFA business to?

Speaking to many fellow IFA’s over the years, we’ve seen several issues with the standard industry buyout process. The most frequent and common examples they tell us about are:

“Our Client Portfolio is too small and so doesn’t meet the exact criteria set by these large acquisition or consolidator firms.”

“I seem to be faced with two extremes: either having to continue actively working for a number of years after the sale, or not being allowed to have any ongoing communication and contact with my Clients.”

“It feels like I am selling my Clients to a faceless organisation that doesn’t have the same values and ethos as I do.”

Clearly, the typical buyout model is less than perfect for many IFA’s!

Redwood Financial is a family owned firm

As a family owned and run firm, we believed there was a better retirement solution that was unique, provided flexibility and choice for the retiring adviser, as well as ensuring great outcomes for your Clients.

You can continue to benefit from referrals

Our Retirement Plans are designed to give you an income for life, with the flexibility and choice to maintain an ongoing relationship with your Clients, so you can also continue to benefit from any referrals and new business generated.

Arrange a 1-2-1 meeting

If you are interested in finding out more about how we work with retiring IFA’s and if our retirement solutions would be the right fit for you and most importantly, your Clients, please contact us for a 1-2-1 meeting.

Your roadmap to successful IFA retirement

Many Financial Advisers find the process of retiring a daunting task and don’t even know where to start.

Our experience in helping other IFA’s to retire and sell their businesses, means we have created a step-by-step Roadmap to Retirement, which we will help guide you through, taking away the stress and administration of retiring.

1-2-1 Retirement Meeting with Redwood

Understanding your retirement goals and what you want from the sale of your business.

Due Diligence

Getting to know more about your Clients, your firm and making sure we are the right fit for each other.

Retirement Plan Proposal

We send you our 1st draft of what your Retirement Plan with Redwood would like, if you chose to partner with us.

Agree On Terms

Having discussed and agreed terms, the final draft of your Retirement Plan and Contract will be sent to you for signing.

Welcome to Redwood Webinar & Seminar

Together we deliver a ‘Welcome to Redwood’ Seminar to your Clients, explaining your retirement, your ongoing relationship with Redwood and, how we will look after your Clients.

The Transfer

Our team will help package up the Transfer Paperwork and send it to your Clients, so they can officially move over to Redwood. We will also organise a file and data transfer onto our systems.

Completion

Once the transfer is complete, you can sit back and enjoy your retirement, whilst still remaining an integral part of the Redwood Team and your Clients lives.

Introducers Agreement

Your relationship with your Clients is a valued one, if you continue to meet with them, discuss their needs and receive referrals – you will continue to get revenue from our Introducers Agreement, for any new business and referrals you provide to Redwood.

Contact Us Today

Jasmine Lambert

Jasmine was awarded the British Young Practitioner of the Year in 2018. She is a qualified Chartered Financial Planner and full member of Society of Will Writers.

Trusted by our clients

Google Rating

4.9

Based on 47 reviews

Redwood Financial, Droxford, Hampshire

4.9

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!

Josie R.

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.

Sally T.

bob W.

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.

Anthony G.

Chilworth H.

Rowland D.

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.

Mike S.

My wife and I have had outstanding service from Redwoods in the nine months since we asked them to act for us both in re-making our wills and in sorting out individual LPAs for each of us in respect of both our health and welfare and our property and financial affairs.The fact that the business has taken nine months to complete is due solely to dilatoriness on our part and in no way reflects badly on their efficiency, which has consistently been exemplary. They have been exceptionally prompt at replying to correspondence, whether that has been by e-mail or letter; they have listened carefully to our requests and enquiries and have never failed to carry out what we asked them to do.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.While it may be the case that we could have obtained the same documents for a lesser fee from a different firm - I don't know because I have not shopped around - I am sure that we could nor have received better service from anyone. They bear out the truth of the old adage"One gets what one pays for".In short, I have not the slightest hesitation in giving Redwoods the warmest recommendation possible.Michael Symonds

Mark M.

Most excellent service, advise and support. I would thoroughly recommend Redwood to anyone.

Jack N.

Very welcoming and very professional - thoroughly recommended.First class Introductory presentationAll options most clearly explained -- plus full follow-up.Many thanks to all the team!

Lisa C.

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.

Barry S.

Carole W.

Finding myself in the position of a marriage split, I had no idea how I was going to manage on my own. Steve was recommended to me by a friend and he provided solutions to my financial problems and sound investment advice which has left me in a stable financial position for the rest of my life. All that was 13 years ago, and it is no exaggeration to say that Steve and the team changed my life (for the better of course)! His greatest motivation is to help people by applying his expertise to their problems, providing solutions and seeing positive results. I would recommend Redwoods to anyone in need of financial advice.

Ravee L.

From my experiences with Redwood, they have always been polite and professional. There is always a welcoming feeling and as the customer you always get the sense that your interests are put first. They seem to care about your goals and want to work based upon them. There is a strong knowledge in finances that can be noticed when going in for meetings which gives me confidence to trust their recommendations.

Alan B.

Friendly and personal service. The advisor showed real interest and was able to suggest a fantastic option which resulted in a massive reduction in our monthly mortgage payments. Would definitely recommend.

Trev L.

Mandy T.

What an event, my first time attending and Redwood definitely knew how to look after their customers. From engaging speakers, with the right balance of informative to fun, to great food and interactions with the whole team so you are left feeling part of the family of Redwood.

Paul J.

I trust Redwood to give me good advice and they are always happy friendly and eager to help

Mick B.

Michael B.

John W.

Brilliant conference, thanks to the Team for making it a special day. Very informative, I learned a great deal.

Debbie W.

I would highly recommend Redwood Finance they are always very professional in every aspect of business. The client day they held on 27th April 2018 was an exceptional day very well presented great content all speakers very informative with their content. Jennie Bond was also a great speaker she had lots of stories about life and just getting out there and doing something different in your life.Well done Redwood another great day.

Graham A.

The Redwood Team is a close knit, customer oriented, responsive team,who know their customers personally, enabling them to better understand the customers' needs.

Nick J S.

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.

Richard C.

I am very pleased with the help and support in setting up my LPA and renewing my will, everything was explained fully and easily understood.

Chris T.

We’ve had an exciting journey with the Redwood team, learning lots along the way.....and as the song goes “we’ve only just begun”. 😁

Sandra T.

Eileen S.

A friendly, professional and dedicated team who can explain the complexities of financial investment matters in a clear and understandable manner.

Fiona W.

We have been very impressed by the professional and knowledgeable service from Redwood. All the staff have been exceptional and clearly want to provide excellent customer service

Kerris S.

Myself and my husband have used Redwood for personal financial services and for business purposes. We are extremely happy with the service we have received. We have found them to be honest and take time to explain to us how everything works, would highly recommend.

John S.

Great service.

Emma H.

Like many of my peers, I was hurtling towards my 30s with my head buried firmly in the sand when it came to finances...Having just got married, it felt like the right time to properly evaluate my finances and get into shape to be better off in the future. Enter Redwood Financial.Having attended two Redwood seminars, I have learned a lot and made some great new contacts as well! Jasmine has been there for me every step of the way, patiently answering every question - no matter how small or silly it may seem - and has always given me sound, jargon-free practical advice on getting the basics right - upping my pension contributions, starting a savings habit and finally getting round to writing a will.I see Jasmine as my personal financial fitness coach, she knows her industry inside out and I wouldn't be without her or the team at Redwood!

Marc S.

We have been dealing with Redwood for some years now, they are always very professional and make you feel extra special when you arrive at their offices. The quality if work has always been first class as well, I like the detail they put in to making sure it all works.

Julian T.

Excellent set up.

JULIA W.

Speak in a language a lay person can understand

See all reviews Write a review

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.

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.