Top Qualities In A Financial Adviser

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We were very pleased to read an article in the Financial Times Money supplement that listed some of the most desired qualities in a Financial Adviser. Not to blow our own trumpet but we think we excelled, but we’ll let you decide!

Fee Transparency

We tell you what the fees will be up front and express these as a fixed fee inclusive of VAT, meaning if your investment transfer goes up before it reaches us, we won’t charge you more than quoted. We really are as transparent as we can be and are one of the most up-front firms in the country when it comes to fees, and we pride ourselves on this.

Trusted Service

We promote our “family” feel and focus strongly on doing the right thing for all of our Clients and putting them at the heart of everything we do. Our Clients are always keen to feedback on how much they trust us to look after things for them. Our trusted service has been recognised through some prestigious industry awards, including Will Writing Firm of the Year, Young Practitioner of the Year, Estate Planner of the Year, as well as 3 shortlist category nominations in 2019’s Business Excellence Awards due to be announced on 1st February!

Word of Mouth

We get a large amount of business through referrals and this actually increases each year. We believe our service speaks for itself, and for those of you who have referred people, we thank you.

Online Presence

We have a well established website and online presence which showcases the length of breadth of the services and work we provide. You can easily find the service you need within 1 or 2 clicks. Our blog section also has a lot of helpful articles demonstrating our knowledge across many areas of financial planning. Thank you to our agency who specialise in websites and SEO for financial advisors.

This article really sums up what Clients want from a financial adviser and how this matches with the service we provide. We pride ourselves on standing out from the crowds of Financial Advisers by putting you, our Clients, above all else and doing the right thing for you.

Redwood Financial 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: Book online Book Me A Place!, Call us on 01489877 547 or Email info@redwoodfinancial.co.uk to book a no obligation Initial Meeting with us to review your financial planning needs.

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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