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 a 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!

The Redwood values


Redwood Financial Family Wealth & Estate Planners Ltd is a Family Owned Business, which was founded on the values of Trust, Pride and Passion.


Trust is the most important foundation of any relationship. Our clients trust us with their goals, aspirations, worries and concerns and it is our responsibility to provide solutions designed to meet their individual needs. Clients trust our knowledge and expertise and know we will always give them the best advice. Our Clients trust us to always be transparent, honest and fair with them and we trust our clients to do the same in return.


We take pride in everything that we do at Redwood. Our vision is to be the leading wealth & estate planning practice of choice, dedicated to delivering the highest standards of customer service and advice, thereby creating raving fans who value and appreciate our services. This vision can only be achieved by delivering continually high standards of both advice and service to all our clients and that is why every member of the Redwood Team takes absolute pride in not just what we do for our clients, but also the quality and consistency of all the advice and work we deliver.


A passion and love for our profession, means we are continually evolving as a company. We are innovative and creative and this passion drives us forward to make sure that we always remain experts in our field. Our purpose is to help our clients accomplish their hopes & dreams, through effective wealth & estate planning, so they achieve the lifestyle they desire. Helping to make a difference in our client’s lives, helping to grow and protect their wealth and achieve their ambitions is the most rewarding element of advising clients and this is why we have such a passion for not just what we do, but also the clients we work with. Our greatest passion is when our client relationships extend across the generations, allowing us to deliver true family wealth planning, ensuring financial security for generations to come.

The redwood promise - 100% satisfaction guaranteedThe Redwood Promise – Find out more


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

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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,