fbpx

Client Reviews

What our customers have to say
Google Rating
4.9
Based on 88 reviews

Highly Recommended

The Redwood vision is to be the leading Financial & Estate Planning practice of choice, dedicated to delivering the highest standards of customer service and advice, thereby creating raving fans who value and appreciate our services.

Please Leave Redwood Financial A Review

We love receiving feedback from our clients past and present. If you have worked with us we would really appreciate if you could leave us a positive review to help grow our reputation online. Please click the buttons below to leave a review:
Fiona K.
Excellent meeting with Ken. Thank you
Alice T.
Steve has been absolutely brilliant at sorting everything out for me and helping me understand exactly what I need. Everyone at redwood has been so welcoming and I genuinely can't recommend them enough.
James R.
It is now 2 years since I came across Redwood Financial. For me that is a reasonable period in which to evaluate their services and offer a review.Prior to Redwood I was invested with one of the biggest players but I was clearly just a number to them as they were fairly indifferent to my needs and only average performers with my investments.I needed advice on Estate Planning and contacted Redwood amongst others. The difference was amazing. They took the time and showed the interest to make sure they understood my requirements and offered solutions that were in line with my thinking, effective and efficient for my family.More recently I have used the Investment Planning services and again have been delighted at the sensible and cost effective advice received. They keep me informed and really seem to be looking out for me and my family as valued clients.In summary, they have earned my 5 star review and I hope to be benefitting from the Redwood Family Experience for years to come.
Trev L.
Very good
Angela C.
Totally trustworthy, would recommend
Paul W
Full disclosure: I am a Redwood team member! However, I started as a Client and was so impressed I joined the company!I just had my annual review meeting with Jasmine, and she was clear, concise and very informative about my portfolio and the options open to me. Great review Jasmine, thank you so much! 👍🏻
Anthony C.
Presentation very easy to follow. Steve answered my questions with a full explanation which gave me information that I did not know existed. Steve gave me the ins and outs of wills and estates which help me to get to understand trusts. I will go forward with the trust once I have have discussed it with my family. Thank you Steve
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.
Bernard C.
Great service and professional advice from both Jasmine and Steve - also from the rest of the team at Redwood. More than happy to recommend them!
Ian B.
Very helpful and people that know what they're talking about.Definitely recommend Redwood Financial.
Nick T.
Thank you Steve, for tea and meeting this afternoon on a couple of issues, which you made clearer.
Martin P.
So far so good with service we are receiving from all the team at Redwood. Complex issues explained clearly and we do not feel any pressure to rush into any decision. well done
Colin E.
I had a complimentary will review with Steve and he offered extrmely good advice. He quickly identified what I needed in my will and directed me as to the best course of action to take. I have also worked with Jasmine on my pension portfolio and that experience has been excellent too. Redwood have provided good service and offer good value for money.
Jacqui F.
G P
Excellent consult with Steve for estate planning advice .Honest and relevant .Strongly recommend .
Neeraj P.
Steve was fantastic and is very knowledgeable and gave us very useful information. Will be coming back for our 2nd consultation.
Graham F.
Always professional and makes you feel at ease and explains everything clearly
Maggie F.
Jasmine was amazing, so professional, put John (who has learning difficulties) at ease with his writing his will. Very kind. Stuart said myself would use and recommend jasmine and Redwood Financial to all our family and friends. Thank you jazz
Rob Med4th (.
Steve took us through everything and explained thoroughly
Debbie M.
Very thorough and an excellent service
Dan M.
Very friendly and good explanation of topics
Tom D.
We sort of "inherited" Redwood when our previous IFA retired. We have found their service and their estate planning to be really helpful, responsive, and easy to digest. The services they provide are well worth taking advantage of.
John
Steve has done an excellent job in explaining estate planning to us, a lot of information to take in. So we found the Wills, Trust & Estate Planning Webinar very useful.You can take in the information at your own pace.Would highly recommend Redwood Financial Services.
Pearl C.
Steve and Jasmine and the Redwood team are amazing. Redwood having been at our side for a number years now providing pension and investment guidance and we are very happy with their services, professionalism and kindness. Redwood are now helping us to navigate through the minefield of estate planning and securing the arrangements we need. I have slept better since our last meeting with Steve! Can't thank you enough for all your help. Really invaluable!
Natasha N.
We are grateful for Steve’s candid advice and wisdom. In a sea of questions, it was a relief to get a clearer understanding of the factors affecting our decision making process, and a referral to another expert on topics outside of Steve’s wheelhouse.
Klaus L.
An absolutely professional and enjoyable experience! Jasmine Lambert introduced me to Redwood Financials’ Services and guided me through the entire process of choosing the right investment strategy and setting up my pension accounts. It turned out to be easy to understand and I feel safe with the decisions I made and the fact that Redwood Financial are taking care of my investments from here on. At the same time, I have all the control and information I need to stay in control of my portfolios.
Adrian J.
"I cannot recommend my financial advisor enough! They are truly personal, trustworthy, and passionate about helping their clients achieve their financial goals. From the moment I started working with them, I felt like they had my best interests at heart. They took the time to get to know me and my financial situation, and they provide me with personalized advice that has helped me make smart financial decisions. I trust them completely and feel confident that they are always looking out for my best interests. If you're looking for a financial advisor who truly cares about their clients, look no further.
Antony J.
This morning I had a really useful meeting with Steve, he guided me through the maze in clear and simple approach to a complex situation. Much appreciated, will be in touch again soon.
Tim W.
Excellent care and attention
Lloyd T.
Fantastic to deal with. Steve and his team took great care with our family and have always provided nothing but brilliant advice and support.
Amanda O.
I have been supported by Redwood Financial for about twenty years. Initially with my investments and more latterly with my Estate Planning. They are always very responsive and proactive, ensuring that I receive the best guidance in a timely manner. I trust them explicitly and have recommended them to my parents and brother who have also benefited from their services.
Ben H.
Neither my wife nor I have any experience of dealing with investment finances but we have been given great service by Redwood and made to feel very comfortable about how to proceed.We have just had our annual review and everything was explained very clearly. Obviously, such things as Covid and the (in)famous mini budget have caused real problems in recent months but our own problems have not been as great as they might have been if people with real expertise had not been 'looking after' us. I would recommend Redwood without reservation to anyone looking for expert help.
Clare P.
My husband and I have used the Redwood team for personnel and business services for years now and find them very professional and love the way they always make us feel so comfortable and supported. We always recommend them to our friends and family.
Emma R.
Steve and the team at Redwood have been and continue to be thoroughly professional, polite and patient in helping our immediate and wider family in the delicate matter or Wills and estate planning. Thank you.
Jim S.
I have been working with the team at Redwood both on a personallevel for my own affairs as well as advice and guidance with my company matters. They have been extremely professional in every respect, and I would be more than happy to recommend anybody needing help with wills, Estate, Pension or Financial matters to contact them.
Bob P.
Different to so many other people today, Steve always knows what he is talking about and his clarity on money issues,combined with the personal understanding of our individuals need, is remarkable. Always feel refreshed and secure after reviewing our financial position with Steve
Paul J.
Visited Redwood this week for my annual review. Steve gave some great advice and helped me make decisions about my investments and saving.Thank you Steve and the team.
Michael M.
Friendly, yet highly professional service for our wills and an equity release. We would thoroughly recommend Redwood.
Jane P.
Redwood has looked after my Mothers financial affairs for many years and always provide her with excellent professional advice and customer service. Highly recommend.
Andrew B.
Excellent 6 month review with Nicola. Everything well prepared and comprehensive answers to all questions.
Peter B.
My partner and I have been supported by Redwood for about the last 12 years. Throughout this period they have given a great service, marked out by how they work very hard to get to know you as a person and support you accordingly. I have been approached a few times by competitors but have zero interest in moving my business. I recommend anyone considering using an independent financial adviser to speak with Redwood first.
Monica P.
Steve has been advising us on our financial situation for over 20 years and I feel that he has never imposed his thoughts on our decision making.He is knowledgeable, helpful and very professional.We have recommended several friends and acquaintances who have all been very happy with the direction in which their finances have grown. Well done Steve and your team.
Thomas M.
Would recommend, Steve has been really helpful with answering my queries. Thanks!
Michael P.
I have been receiving financial advice from Redwood during the past year and have found the company ti be highly professional, knowleadgeable and friendly in the services that they provide. I would have no hesitation in recommending them to anyone seeking a range of financial planning services. Mike Pinard
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!
Jos
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.
Next Reviews

A company you can trust

Will Writing Firm of The Year (South)​

Buy with Confidence - Trading Standards Approved

Jasmine Lambert - Young Practitioner of The Year

Watch our video

To ensure we are always meeting our high standards, we continually ask our Clients for their feedback, please watch this short video to see what real Clients of Redwood say about us.

This website uses cookies to ensure you get the best experience on our website. See Cookie Policy for info.