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Client Website Demo Meeting

September 5 @ 5:30 pm - 7:00 pm

Twice a year, we hold an exclusive Meeting with our Investment Clients, for a re-fresh on their Personal Client Website and how to use it in the most effective way to track their goals and their Investments.

It is of highest importance to us at Redwood, that we help our Clients achieve their goals, and the best way to do this is to monitor and keep updated on the progress of our Clients Investments. By using our unique Personal Client Website, we can ensure that our Clients goals are always up to date and reflective of their current situation, so we can then focus our Investment Strategy to meet these goals.

At this Seminar we will:

  • Help you to log in to your Personal Client Website
  • Show you any new updates to the system
  • Help you to navigate the Website to each section
  • Explain our unique ImpulseSave function and how you can use this to bridge the gap to your goal

If you have not already reserved your place at this Meeting, please contact Kieran on 01489 877547 to reserve your place now!

Details

Date:
September 5
Time:
5:30 pm - 7:00 pm

Venue

The Rumpus
St Clairs Farm, Wickham Road,
Droxford, Hampshire SO32 3PW United Kingdom
+ Google Map
Phone:
01489 877547
Website:
www.redwoodfinancial.co.uk

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,