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!

Steve Blofield - Redwood Financial

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

Practice Manager
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.

Steph currently lives with her partner Scott, his family and their little dog Lola, while they are actively saving to buy their first house together. In her spare time, Steph enjoys dancing, singing, walking the dog and spending time with her family.

Kieran Drew - Redwood Financial

Kieran Drew

Marketing & Events
Email: kieran@redwoodfinancial.co.ukPhone: 01489 877547

Kieran has been working in Sales and Marketing since graduating in 2009, specifically in the IT Software industry. However he has recently decided to apply his skills, here at Redwood Financial. Kieran is focused on organising and running engaging events and ensuring first class customer service.

Kieran lives with his partner Pennie, their young son Oliver and a noisy Pug called Pippa.

In his spare time, Kieran enjoys keeping fit and active regularly playing football and golf.

Sarah Poore - Redwood Financial

Sarah Poore

Reception & Business Administrator
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 & Business 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 October 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. Summer currently lives with 2 pet dogs, and enjoys going on long country walks with them. Summer is usually with friends on the weekends, enjoying spending time together. Summer has a passion for horse riding since the age of 3, enjoying the tranquility of riding and competing during the summer months.

Statement

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

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,