Jasmine & Steve – Redwood Update

Together they discussed key updates to Pension & Investment Legislation and recent changes to Inheritance Tax Allowance, as well as our new offering of  Funeral Plans & Probate…

John Redwood MP – Global Market Update

We were honoured to be joined by John Redwood MP who gave us a very interesting global market review.

Miles Thurston – Technology & Performance

We were also joined by Miles Thurston who is an Equity Partner within True Potential. Miles gave us an overview of the software True Potential have available and recent updates to the True Potential Client Platform.

Sabrina Corrigan – A Different Choice

Sabrina is a Business Development Manager for Octopus Investments and she gave us a very informative overview of  alternative investment options.

Summary of the Day

If you’re in a rush we’ve put together the key highlights from an action packed day into a short video which can be watched here.

Statement

Redwood Financial Family Wealth & Estate Planners Ltd is Directly Authorised and regulated by the Financial Conduct Authority. FRN number 774469.

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Disclaimers

The Financial Conduct Authority do 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. https://register.fca.org.uk/

Contact us

Telephone: 01489 877547
Email: info@redwoodfinancial.co.uk

Company information

Redwood Financial Family Wealth and Estate Planners Ltd Company Number: 08926661
Registered Office Address: Wellesley House, 204 London Road, Waterlooville, Hampshire,