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Client Reviews

What our customers have to say
Google Rating
4.9
Based on 108 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:
Jenny N.
I required will writing and trust planning and found the service at Redwood Financial to be excellent throughout the process. Steve explained my options simply and clearly but with no pressure and allowing me make my own decisions with guideance. The whole team were extremely communicative at all times, responding quickly to queries. Highly recommend to anyone needing financial advice.
Daniel W.
Steve and his team have been very helpful, understanding and extremely patient regarding our estate planning. I can't fault them or the service we have received to date. We would highly recommend!
Mark P.
I have used Redwood for some years and they helped guide me and my family before and after the death of my wife. I recommend them unhesitatingly.
Laura E.
We had a discovery meeting with Steve regarding Wills. We found him to be very helpful, patient and understanding of the situation in hand. He explained things in simple terms, which we were very appreciative of. Redwood as a team are amazing, helpful and friendly. Nothing is too much bother. We would highly recommend Redwood Financial for all your needs. Many thanks. 👍
Drew B.
As a returning expat I have found understanding the 2015 amended pension rules challenging. I struggled to find quality financial advice but chanced upon Redwood Financial. Having reviewed their website I really liked the easy to understand information, demonstrated family values and watched multiple YouTube videos that Jasmine filmed which I found both useful and easy to follow.Having spoken to Jasmine Lambert I cannot recommend her highly enough. Friendly, knowledgeable and helpful I learnt so much in one hour that filled in lots of gaps in my understanding.Will definitely use Redwood again.
Chris S.
Friendly, professional service from Steve and the rest of the team! Treated as part of their family. Just what you need when dealing with financial affairs associated with a bereavement
Brenda F.
Having been with Redwood for many years we are confident that our investments are handled in a professional way, though retaining a personal touch, with Nicola and the rest of the team. I would highly recommend. Charlie Chapell and Brenda Frost.
Christian R.
Steve and the team at Redwood are some of the friendliest and most professional people I have dealt with in 30 years of doing business. Thank you all very much.
Stephen O.
Great meeting with Nicola today! Very clear explanations and excellent recommendations. Thank you! M&S.
Helen C.
Thank you Steve you’re a star ⭐️
Christina S.
Excellent service from Redwood. Steve is very friendly and professional. The team at Redwood have provided my family with all of the information required for peace of mind, they answered all of our questions thoroughly with patience. Thank you
Roy C
Great help and service from these guys thanks Steve and your team for all your help
Rich D.
Thankyou again to Redwood and Steve, made my mother feel comfortable to enable her to discuss her wishes and needs. Approachable, knowledgeable and informative. I would have no reservations in recommending Redwood.
Paul S.
Redwood Financial, in particular their Financial Planner Ken, has been instrumental in supporting me to make some of the biggest financial decisions in my life over the last 8 years. I cannot value their support highly enough. They've helped me understand and articulate complex options for managing financial future. I would recommend Redwood to anyone looking for Financial Advice.
Geoff K.
Hi KenYou have looked after my finances for as long as I can remember, I would highly recommend you and Redwood financial to anyone as I’ve had Faultless advice over the yearsRegardsGeoff Kinley
Peter M.
We have been working with Redwood for a few months now and are easy to get on with and a pleasure to work with.Communication is clear and very quick.Would recommend.
DIY Dad •
A very friendly, knowledgable firm for the advice we needed, thanks to Steve for advising on next steps.
Kelly J.
Steve advised me on my will, explained everything in plain English so easy to understand.Thank you Steve and all the team for your friendly and professional advice and help.
Paul J.
I recently sought advice from Redwood regarding my Will, and I must say, Steve and the team were exceptional. Steve provided clear and insightful advice, making the process easy to understand. Huge thanks to Steve and the entire team at Redwood.
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
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