The Redwood Foundation


Having always had a core belief in helping others, Redwood Financial Family Wealth and Estate Planners has raised over £45,000 for local and national charities over the years.

In 2018 the importance of supporting charitable projects and making a difference in our local community inspired the launch of The Redwood Foundation, a not-for-profit organisation to bring all our charitable efforts under one roof.

The 3 Part Mission!

Part 1: To give Financial Assistance Grants to those who can’t afford to access Financial & Estate Planning.

Financial & Estate Planning has historically only been assessable to the wealthy. The financial effect on a family, without Wills, Lasting Powers of Attorney etc in place can be devastating.

The Foundation gives fully funded grants to low-income families who can’t afford advice and planning at a time when it is most needed.


Part 2: To support projects that help preserve our planet for the future generations of our client’s families.

Helping clients to preserve their wealth for the next generation is only meaningful if there is a planet left for the next generation to enjoy.

The Foundation fundraises and volunteers locally to support projects for the preservation of our planet.


Part 3: To give financial education to young and disadvantaged families so we end the wealth gap in the UK.

More than a fifth of the population lives below the poverty line, even though most of these households are in work. Nearly one in three children lives in poverty.

44% of the UK’s wealth is owned by just 10% of the population*. We believe education is the way to help end this wealth gap! Providing free wealth clinics to help people learn how to get themselves out of debt and build a financial future. *Source: The Guardian Sept 2018


How we make money…

  • Donations
  • 1% of our Companies Retained Profits are donated to the foundation
  • Charity Fundraising Events


The Foundation Board…

The board is made up of the founders of Redwood and our clients who give up their time to help promote, drive and deliver the foundations three missions. Everyone on the board gives up their time for free on a volunteer basis.

How you can help…

Donate – every penny we receive goes towards funding projects and supporting people in our local community.

Nominate someone you know to apply for a financial assistance grant.

Nominate areas or projects in your local community which need support from our foundation.

Give up your time to volunteer with us!

Share our Financial & Debt Management Education Workshops on social media!

Introduce us to Secondary Schools and Colleges to deliver our Financial & Debt Management Education Workshops to young people.

Jasmine Lambert Chartered Financial Planner
Jasmine Lambert

Jasmine is the Managing Director and a Chartered 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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