Jasmine Lambert - Redwood Financial

Jasmine Lambert

Wealth Partner & Estate Planner
Email: jasmine@redwoodfinancial.co.ukPhone: 01489 877547

Ce-Map, CeFA, DipFA, CeRER, CeLTCI, Aff-MSWW

Jasmine has been a qualified Financial Planner since 2008. She has also been a member of the Society of Will Writers since 2012. She is passionate about helping Clients build their wealth and achieve the financial lifestyle they desire. Her areas of expertise are that of Savings, Investments, Pensions and Retirement Planning.

Jasmine is married to Chris and has a mad Sausage Dog called Tinkerbell. In her spare time she enjoys volunteering in the local community, going to the gym and travelling!

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Steven Blofield

Estate Planner
Email: steve@redwoodfinancial.co.ukPhone: 01489 877547

Certs PFS, Ce-Map, Ce-RER, DipFA, CeLTCI, MSWW

Steve has been a qualified Financial Planner since 1997 and for many years has built a wealth of experience in not only this field, but also in the field of Wills, Trusts & Estate Planning and since April 2011, he now dedicates his time to specialising in this area. Steve is deeply passionate about providing true Family Wealth Protection, through effective Estate Planning. He has been a member of the Society of Will Writers for many years and is also proud to be the Regional Chairman for the Society of Will Writers for Hampshire & South Wiltshire.

Steve is married to his wife Julie who was his childhood sweetheart and they are lucky to have two great children, Jasmine & Robert. His other passion, aside from spending time with his family, is being on the water in his boat.

Julie - Redwood Financial

Julie Blofield

Compliance & Finance Manager
Email: julie@redwoodfinancial.co.ukPhone: 01489 877547

Ce-Map, CeFA, DipFA

Julie has been working in the Financial Services sector since 1997 and qualified as a Financial Planner in 2012. Julie does not see Clients; however she uses her knowledge and expertise to help run things behind the scenes, handling all the finances and compliance, as well as all the training and development for our Client Business Managers.

Julie is married to Steve and is mum to Jasmine, Rob and Louis (her sausage dog), who gets most of her attention! In her spare time Julie endures the Gym, and Steve’s boat. She does however enjoy reading, making cakes, doing puzzles and having the odd glass of wine.

Hollie - Redwood Financial

Hollie Blofield

Operations Director
Email: hollie@redwoodfinancial.co.ukPhone: 01489 877547

Hollie has worked with Jasmine, Steve & Julie since 2011; she enjoys working with Clients on a daily basis, ensuring their planning at Redwood is a smooth and enjoyable process. As with all the other Client Business Managers, Hollie is passionate about ensuring every Client receives excellent customer service throughout the Financial or Estate Planning process.

Hollie is now officially part of the Family after marrying Rob (Steve and Julie’s son!) in 2014. Together they have an excitable Spaniel called Lady. In her spare time, Hollie enjoys reading, renovating old furniture, travelling and spending time with her family.

Steph - Redwood Financial

Steph Williams

Client Business Manager
Email: steph@redwoodfinancial.co.ukPhone: 01489 877547

Steph was previously an Admin Assistant for a Property Management company, but deciding she wanted a change in career and the opportunity to develop and progress, Steph joined the team in March 2015. Like the rest of the team, Steph is focused on making sure that every Client of Redwood receives the highest standard of Customer Service, throughout their experiance with us.

In her spare time, Steph enjoys dancing, singing, walking the dog and spending time with her family.

Sarah Poore - Redwood Financial

Sarah Poore

Client Business Manager
Email: sarah.p@redwoodfinancial.co.ukPhone: 01489 877547

Sarah previously worked as a Claims Negotiator for an insurance company but has recently made the decision to change positions into the Financial Industry. Having joined the team in November 2016, she is looking forward to learning and developing her role here at Redwood. Sarah enjoys meeting and greeting Clients and ensuring whoever visits Redwood leaves with a smile on their face.

Sarah is currently living at home with her parents and dog Barney, whilst saving to buy a house with her partner Shane. Sarah enjoys baking, socialising with her friends and walking Barney with her family.

Redwood Financial - Summer Moret

Summer Moret

Reception Administrator
Email: summer@redwoodfinancial.co.ukPhone: 01489 877547

Summer has previously worked for an estate agent letting and selling houses in West Sussex but made the decision to step away from sales and move to a customer services based role because she enjoys meeting Clients and making their experience memorable. Summer joined the Redwood team in November 2017 and is looking forward to progressing her career within the business.

Summer currently lives at home while saving for a mortgage with her partner Ben, they enjoy holidays and travelling, squeezing as many holidays into a year as possible.

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Peter Chaffey

Estate Planner
Email: peter@redwoodfinancial.co.ukPhone: 01489 877547

Aff-MSWW

Peter has previously worked as an Estate Planner in West Sussex yet made the switch to Redwood in the beginning of 2018.

Peter's passion for Estate Planning is as a result of seeing firsthand through friends and family the vast benefits of excellent planning, which enables families the comfort to know their legacy and assets are protected and can be passed down efficiently to the right people at the right time.

Peter states that the biggest enticement to work for Redwood was that he wanted to work for a local, market leader in Estate Planning, but also a strong family run business with the highest calibre team.
Peter is a member of the Society of Will Writers (SWW) and the Society of Trust and Estate Planners (STEP).

Peter is married to (another) Julie and they have two sons.

Out of work time, Peter is a keen golfer, runner and musician. He likes to travel and spend valuable time with his family.

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Paul Warren

Marketing Executive
Email: paul@redwoodfinancial.co.ukPhone: 01489 877547

Paul previously worked in retail for 37 years, most recently managing supplier relationships, enabling budget control, sales and profit delivery. Following a business restructuring which resulted in redundancy in January 2018 Paul took time out to step off the work bus and enjoy some quality time out.

Ever eager to keep busy he decided to get back to the workplace within 3 months and joined Redwood in May 2018. Paul loves meeting people and building relationships that support both the business and Client needs. You’ll get to meet Paul at our seminars, Client events and in our offices.

Paul is single and has 2 children, Jack 17 who lives with him and Gemma who is married to Liam and who are the proud parents of Paul’s first grandchild Alice. Paul is a music buff and has an extensive vinyl, CD and digital collection with a playlist for all occasions.

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Chloe Heyes

Apprentice Admin Assistant
Email: chloe@redwoodfinancial.co.ukPhone: 01489 877547

Chloe previously worked in a hair salon as a stylist, but recently decided she wanted to have a complete career change, with more opportunity to develop in new areas. Chloe is now our Admin Assistant Apprentice.

Chloe joined the Redwood team in March 2018 and is looking forward to seeing what her future with Redwood holds for her.

Chloe is still living at home with her mum and her dog Hollie. In her spare time she enjoys spending as much time with her friends and going for dinner with her partner Alex.

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,