Client Benefits

An exclusive opportunity for our Clients

  Redwood Family Wealth & Estate Planners are very pleased to bring our Clients an exclusive opportunity – switch your energy provider to Which?’s only Recommended Energy Supplier for 2018 and support The Redwood Foundation at the same time! Octopus Energy is a new breed of energy supplier. They give fair prices, green energy, and award-winning customer service. Along with the Which? Accolade, Octopus were crowned uSwitch’s Energy Supplier...

Christmas Preparations at Redwood!

In case you needed reminding, Christmas is very quickly approaching and here at Redwood the team are starting to get into the Christmas spirit! Christmas began with decorating the office for the festive season, writing cards and preparing hampers for this years Client gifts. Soon after the Redwood Elves were set to task delivering Client gifts far and wide to all of the Redwood Clients who are on a...

Upcoming Event!.. Next Generation Workshop

  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 the Next Gen Workshop is to help educate and support the next generation in building and protecting the family wealth....

Annual Client BBQ 2017!

On Saturday 5th August 2017, we celebrated the 3rd birthday of Redwood Financial! This provided the perfect opportunity for us to thank all of our Clients for their support over the past 3 years. Once again we returned to Old Alresford Place, to enjoy an afternoon of food, drink, fun and games! After the team closely monitored the weather forecast throughout the previous week, we were very lucky to...

Annual Investment Review Seminar 2017

This weekend, I was pleased to spend my Saturday catching up with some of our Investment and Pension Clients for our Annual Investment Review Seminar. The purpose of the day is not just to update our Clients about important things changing in the world of ISA’s, Investments and Pensions, but also to reflect on the previous year’s performance and look where the growth will be coming from for the...

Annual Client Review Day

Saturday, 29th April 2017 marked our 3rd Annual Client Review Day, and I am pleased to say every year this event seems to gets bigger and better. So much so, that this year we had outgrown our offices and hosted the day at The Macdonald Botley Park Hotel. This is one of my favourite days in the Redwood calendar as some of our most valued clients come together for...

Client Christmas Celebrations 2016!

On Friday 16th December we hosted a Christmas event for our Clients. We had some of our lovely Clients come over to the office in the evening and celebrate Christmas with lots of mingling, wine and nibbles! On the same day, the team took part in Christmas Jumper Day to help support Save the Children raising £70 in the process! Thank you to our Clients who generously donated in...

Annual Client BBQ 2016, Old Alresford Place!

On Saturday 20th August 2016, we celebrated the Redwood Financial 2nd Birthday! This provided the perfect opportunity for us to thank everyone who has made the last 2 years the most enjoyable imaginable. After the success and lovely feedback we received after the 2015 event, Old Alresford Place, was once again chosen as the venue. After the whole team weather watching for the last week or so, the outlook...

2016 Annual Investment Seminar – EU Referendum

Our Annual Investment & Pension Seminar is such an important date in our calendar. It is an important day, which allows us to update everyone on any important changes to Investment & Pension legislation, allowances or taxation. Discuss what is happening to Investment Markets around the world, explain what the fund managers are doing to ensure they achieve growth on our client’s money and update everyone’s attitude to risk,...

Your Client Website has had a makeover!

If you are one of our Clients, you will know that you benefit from your own personal Client Website. This website enables you to track your Investments and Pensions, ensuring that we are on target to get you close to your financial goals. Goal setting is at the heart of every recommendation that we make here at Redwood, so it is of upmost importance to us that we keep...