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The Redwood Vision

To be the leading wealth & estate planning practice of
choice, dedicated to delivering the highest standards
of customer service and advice, thereby creating
raving fans who value and appreciate our services.

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The Redwood Purpose

To help our clients accomplish their hopes & dreams,
through effective wealth & estate planning, so they
achieve the lifestyle they desire.

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The Redwood Values




At Redwood, we believe in treating clients as people, not just as a number. This “family” philosophy makes our company unique amongst many other financial advisors and is something we are very proud of.

We are a firm of Certified Financial Advisors & Estate Planners and we help clients in two ways, firstly by managing your wealth and secondly by protecting your estate. This means there is more money for you and your family. What makes us different is that we prefer to work with families as we believe helping families is the most important and rewarding thing we can do.

Our offices are based between Wickham & Droxford and we help clients predominantly around Portsmouth, Southampton, Petersfield & Chichester, although we have clients throughout Hampshire and West Sussex.

See what real clients say about us by clicking on the Testimonial area. If you are interested in attending one of our Free Public Seminars visit the Events area or to simply find out more about what we do, click on one of the areas below.

Redwood is registered with the Financial Conduct Authority (FCA) (No.774469) and the security of your hard earned wealth is of the utmost importance to us. To find out more on protecting yourself from scammers, visit the FCA’s website 

redwood - financial advisors in Hampshire wills & trusts

redwood financial - family wealth & estate planners

Wills, Trusts & Estate Planning

Financial Services

Our Videos

Click to view our 2018 Exclusive Client Forum Videos

Click to view our client “Helpful Video Guides”

Take a look at our “Ask The Experts” booklet. Redwood financial - ask the experts booklet(Click on the image to open)


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

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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.

Contact us

Telephone: 01489 877547

Company information

Redwood Financial Family Wealth and Estate Planners Ltd Company Number: 08926661
Registered Office Address: Wellesley House, 204 London Road, Waterlooville, Hampshire,