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June 2017

Client Annual Investment Review Seminar

June 10, 2017
The Rumpus, St Clairs Farm, Wickham Road,
Droxford, Hampshire SO32 3PW United Kingdom
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An exclusive Investment Review Meeting at our offices, for Clients of Redwood Financial! An update on what is going on in the markets, specifically how your personal Investments have performed and talks from Specialist Speakers! Sessions throughout the day, call now to reserve your place!  

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October 2017

Next Generation Seminar

October 17, 2017 @ 5:30 pm - 7:30 pm
The Rumpus, St Clairs Farm, Wickham Road,
Droxford, Hampshire SO32 3PW United Kingdom
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Helping to grow and protect our client’s wealth is the most rewarding element of what we do. However, 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 purpose of this workshop is to help educate and support the next generation in building and protecting the family wealth. Do you have a child, grandchild, niece or nephew who is terrible with money? Do you have family, who have questions about their pensions, wills or savings, but don’t have anyone to ask for…

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January 2018

Redwood New Office Grand Opening!

January 27 @ 11:00 am - 1:00 pm

We are delighted to announce that we have moved to our brand new offices and we wanted to take the opportunity to celebrate and thank our most valued Clients for your support and continued business. Therefore, it gives us great pleasure to personally invite you and your guests to our Official Grand Opening on Saturday 27th January 2018 at 11.00am – 1.00pm, at our new office: The Rumpus, St Clairs Farm, Wickham Road, Droxford, Southampton, SO32 3PW. We would love for you and any of your guests to join us for a glass of bubbly and nibbles. Please RSVP on…

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February 2018

Trustee Seminar

February 8 @ 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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April 2018

Client Annual Review Seminar

April 28
Macdonald Botley Park Hotel & Spa, Winchester Rd, Boorley Green,
Southampton, SO32 2UA United Kingdom
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Following on from its continued success, we are pleased to announce that on Saturday 28th April 2018, we will be holding our Annual Client Review Day. The purpose of this day is to update you on important changes over the last year, whilst also looking forward to what changes are on the horizon. It is designed to give you important information on changes which could affect your financial future and should not be missed. Due to the increasing numbers we are excited to announce that this year the Annual Client Review Day will be held at The Macdonald Botley Park…

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June 2018

Client Summer BBQ 4th August 2018

June 22 @ 8:00 am - 5:00 pm

Our booking tool for the 2018 Client Summer BBQ goes live soon, watch this space!

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July 2018

Trustee Seminar

July 5 @ 5:30 pm - 7:30 pm
The Rumpus, St Clairs Farm, Wickham Road,
Droxford, Hampshire SO32 3PW United Kingdom
+ Google Map

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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August 2018

Client Summer Event

August 4
Old Alresford Place, Colden Lane, Old Alresford
Alresford, SO24 9DY United Kingdom
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An exclusive Summer Event, for Clients of Redwood Financial! Following the success of our previous barbecue and garden games day at Old Alresford Place, we are returning again for 2018! This time we have even longer and even more games, this is an event not to be missed! Have fun, food and drinks, with your family and our Redwood Team! Call now to reserve your place!

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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
+ Google Map

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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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,