Redwood Financial Family Wealth & Estate Planners Ltd

Restricted - Whole of Market  The Rumpus, St Clairs Farm, Southampton, Hampshire, SO32 3PW
First meeting at adviser's own cost
Helping our Clients to Grow, Protect and Enjoy their Wealth.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy to let
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Equity release
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Mortgage protection
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mrs Jasmine Lambert
Managing Director & Chartered Financial Planner

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Accreditations
Certified Financial Planner Chartered Financial Planner
What our clients say
Friendly and personal service. The advisor showed real interest and was able to suggest a fantastic option which resulted in a massive reduction in our monthly mortgage payments. Would definitely recommend!
Alan B, Fareham
Most excellent service, advice, and support. I would thoroughly recommend Redwood to anyone.
Mark M, Portsmouth
The Redwood Team is a close-knit, customer-oriented, responsive team, who know their customers personally, enabling them to better understand the customers' needs.
Graham A, Fareham
Excellent friendly service with positive advice. Made us feel relaxed and at ease with sorting out our pensions. Everything was taken care of and explained in detail that was easy to understand. Would recommend.
Bob W, Chichester
Practical down to earth advice, no pressure, and very supportive. I now have a set of plans in place that have ensured my estate will be well managed in the future in the way I would wish it to be, for the benefit of my family.
Rowland D, Winchester
My wife and I have had outstanding service from Redwoods in the nine months since we asked them to act for us both in re-making our wills and in sorting out LPAs for each of us for Health & Welfare and Property & Financial affairs. They have been exceptionally prompt at replying to correspondence, whether that has been by e-mail or letter; they have listened carefully to our requests and enquiries and have never failed to carry out what we asked them to do. Throughout our dealings with the firm, all the representatives we have dealt with have been very courteous, patient and friendly, which has made the experience a pleasure; in fact, nothing has been too much trouble for them and at no stage have they made us feel inadequate in asking too many, or too simple questions or in requiring too obvious explanations. They bear out the truth of the old adage "One gets what one pays for". In short, I have not the slightest hesitation in giving Redwood the warmest recommendation possible.
Mike S, Poole
About us

Redwood is a Family-Owned & Run multi-award winning firm of Chartered Financial Advisors & Estate Planners who help clients in three ways.

Initially by managing your wealth to grow its real value, then by protecting your wealth with our unique estate planning service of wills & trusts & lastly we believe its just as important help our clients to enjoy their wealth.

You cant take it with you so we help by guiding you to clearly see how much you can comfortably afford to spend now without running out of money!

This means there is more for you and your family to enjoy now with confidence. We prefer to work with families as we believe helping families is the most important and rewarding thing we can do and our “family first” philosophy makes our company unique amongst many other financial advisors and is something we are very proud of.

We love working with our clients on a fixed fee basis because it is clear, transparent & our clients always know the exact cost before they ever decide if they would like our help and advice.

All of this added to our unique 100% Satisfaction Money Back Guarantee underpins everything we do for you.

Our services

Redwood Financial provides the highest quality services including:

- Retirement and Pension Planning
- Savings Planning
- Investment Planning
- Equity Release
- Business Owner Financial & Estate Planning
- Estate Planning
- Wills
- Trusts
- Probate Services
- Long Term Care Fees Planning
- Protection Planning

Where to find us
Head office address: The Rumpus, St Clairs Farm, Wickham Road, Southampton, SO32 3PW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Redwood Financial Family Wealth & Estate Planners Ltd is Directly Authorised and regulated by the Financial Conduct Authority. FRN number 774469. Redwood Financial Family Wealth and Estate Planners Ltd Company Number: 08926661. Registered Office Address: Wellesley House, 204 London Road, Waterlooville, Hampshire. The Financial Conduct Authority does not regulate, Will Writing, Buy to Let Mortgages, Auto-Enrolment, Tax Advice, and Estate Planning. Your capital is at risk. Investments can fluctuate in value and investors may not get the amount back they invest. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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