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September 2018

Client Website Demo Meeting

September 5 @ 5:30 pm - 7:00 pm
The Rumpus, St Clairs Farm, Wickham Road,
Droxford, Hampshire SO32 3PW United Kingdom
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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…

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Trustee Seminar

September 20 @ 5:30 pm - 7:30 pm
The Rumpus, St Clairs Farm, Wickham Road,
Droxford, Hampshire SO32 3PW United Kingdom
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Every quarter we hold a Trustee Seminar - an exclusive event for the Executors, Trustees & Attorneys of our Clients. The event is free to attend, and it's purpose is to deliver a background understanding of Wills, Trusts & Estate Planning, to ensure that those people you have trusted and empowered for these important roles, know what part they play in your Planning. At this Seminar, your Executors, Trustees & Attorneys will learn: The basic principles of Estate Planning How Trusts work What to do if your loved one loses mental capacity or goes into Care and you are an Attorney…

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November 2018

Trustee Seminar

November 8 @ 5:00 pm - 6:30 pm
The Rumpus, St Clairs Farm, Wickham Road,
Droxford, Hampshire SO32 3PW United Kingdom
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Free

Every quarter we hold a Trustee Seminar - an exclusive event for the Executors, Trustees & Attorneys of our Clients. The event is free to attend, and it's purpose is to deliver a background understanding of Wills, Trusts & Estate Planning, to ensure that those people you have trusted and empowered for these important roles, know what part they play in your Planning. At this Seminar, your Executors, Trustees & Attorneys will learn: The basic principles of Estate Planning How Trusts work What to do if your loved one loses mental capacity or goes into Care and you are an Attorney…

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December 2018

Redwood Client Christmas Event

December 7 @ 5:00 pm - 7:00 pm
The Rumpus, St Clairs Farm, Wickham Road,
Droxford, Hampshire SO32 3PW United Kingdom

An exclusive Christmas Event at our offices, for Clients of Redwood Financial and their friends and family! Relaxing nibbles and drinks to celebrate the festive season! Call now to reserve your place!

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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,