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Our Fee Structure

Treating our Clients fairly is at the heart of everything we do, and our Fee Structure is no different.
We always charge fixed fees for our services, as we believe it is the only fair and un-bias way to deliver the best advice and service. We do not like to work on a commission basis or charge hourly rates, as we believe you should always know in advance the full and final costs before you make a decision to proceed with any planning. The fees we charge are based on the complexity of your specific requirements and are not variable by the value of the Estate we are helping you with.

Below is a guide to the fees you can expect to be charged depending on your unique and specific requirements and are not a definitive list of our charges. All prices are based on a couple and are inclusive of V.A.T.

Public Seminar Attendance
£0 free admission (subject to availability)

Initial Meeting
£90

Discovery Meetings
Estate Planning Discovery & Report Meeting £193
Inheritance Tax Discovery & Report Meeting £193

Inheritance Tax Implementation Meetings
Inheritance Tax Implementations & Report Meeting £636
Inheritance Tax Implementations of Report Recommendations 1% – 5% (Average 3%)

Estate Planning Implementation Meeting (Based on a couples Estate Planning)
Estate Planning Meeting average: £552 – £9,500 depending on the complexity of Estate Planning required

Basic Planning: £552 – £2,700

Foundation Planning: £1,200 – £3,900

Advanced Planning: £5,200 – £9,500

 

Redwood Financial Family Wealth & Estate Planners Ltd. Privacy Policy

This privacy policy sets out how Redwood Financial Family Wealth & Estate Planners Ltd. uses and protects any information that you give us when you use this website.

Redwood Financial Family Wealth & Estate Planners Ltd. is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.

Redwood Financial Family Wealth & Estate Planners Ltd. may change this policy from time to time by updating this page. You should check this page regularly to ensure that you are happy with any changes. This latest version of our privacy policy is effective from April 2018 and includes the new requirements of the GDPR.

What we collect

The personal information we collect might include your name, address, postcode, phone numbers, email address, IP address, and information regarding what pages are accessed and when. We may also collect other information relevant to customer behaviour, demographics, surveys and/or offers. We will not collect, store or process data that is labelled as sensitive under GDPR.

You may request details of personal information which we hold about you under the GDPR (previously the Data Protection Act 1998). If you would like a copy of the information held on you please email us at info@redwoodfinancial.co.uk.

If you believe that any information we are holding on you is incorrect or incomplete, please email us as soon as possible, at
info@redwoodfinancial.co.uk. We will promptly correct any information found to be incorrect.

Our full Data Protection Policy can be viewed here: Data Protection Policy 2018

 

Redwood’s Regulatory & Trading details

Redwood Financial Family Wealth & Estate Planners Ltd, The Rumpus, St Clairs Farm, Wickham Road, Droxford, Southampton SO32 3PW.Tel: 01489 877 547  Email: info@redwoodfinancial.co.uk

Redwood Financial Family Wealth & Estate Planners Ltd is Directly Authorised and regulated by the Financial Conduct Authority. FRN number 774469. Redwood Financial Family Wealth and Estate Planners Ltd Company Number: 08926661. Registered Office Address: Wellesley House, 204 London Road, Waterlooville, Hampshire. 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. Visit the FCA website for more information

Terms of Business for SBA Solutions Ltd (trading as Redwood Wills & Trusts)

Our standard terms of business apply to all instructions accepted by the Company. All work carried out in the provision of Will Writing & Estate Planning Services is subject to these terms except where changes are expressly agreed in writing. These terms of business form the basis of the contract between the Company and the Client.

You can view our full Terms of Business here. 

Updated 3rd December 2019