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A Guide to Optimising your Pension

Estate & Inheritance Tax Planning

The Importance of Spreading Your Investment Risk

What To Expect

If you have never met with a Financial Planner or Estate Planner before, you might not know what to expect. 

At Redwood, it is important that all our Clients feel relaxed and at ease when visiting us for the first time. With that in mind, please watch our short video which will give you an idea of what attending an Initial Meeting is like. 

It will also give you an insight into the Redwood team, as well as providing you with an explanation of what happens at an Initial Meeting. We hope you find this video helpful and we can’t wait to meet you at your first meeting!

Will Review Meetings

When properly drafted a Will can help protect your wealth. We will review all of your existing documents that you would like to send to us. This can include Wills, Lasting Powers of Attorney or any other legal documents you wish us to review. We will check they are valid and have been drafted correctly. We can also highlight if any changes need to be made and if they accurately reflect your wishes. Not only that but we can also point out any potential pitfalls that have left your estate exposed.

What happens at a Seminar?

If you have booked onto one of our Public Seminars or you are thinking about booking a place but you don’t know what to expect, please watch our short video which will give you an idea of what attending a Seminars is like. 

It will also give you an insight into the Redwood team, as well as providing you with an honest opinion from those that have already attended a Seminar. 

We hope you find this video helpful and informative and we can’t wait to see you at one of our Seminars!

Redwood Estate Planning Case Study

The Redwood case study is one of the key scenarios we take our Clients through during our FREE Public Information Seminars on Wills, Trusts & Estate Planning. It takes you through a ‘before and after’ Professional Advice scenario of Estate Planning and is based on real events that happened to Redwood Clients. 

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.

What Can A Will Do and Not Do?
Why do I need a Will?

What is a Trust?

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