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Since 2007, we’ve been providing the highest quality financial planning to help families grow, protect and enjoy their wealth.
Our Clients trust us to always be transparent, honest and fair with them and we trust our Clients to do the same in return. The Redwood Team takes absolute pride in not just what we do for our Clients, but also the quality and consistency of all the advice and work we deliver, so naturally we want our Client relationships extend across the generations, allowing us to deliver true family wealth planning, ensuring financial security for generations to come.

How can we help you?

Our advisors have a wealth of experience in Financial & Estate Planning. Our areas of expertise include:

  • Savings
  • Investments
  • Pensions
  • Pre-Paid Funeral Plans
  • Care Fee Planning
  • Inheritance Tax Planning
  • Wills
  • Trusts
  • Lasting Powers of Attorney

How can we help you?

Our advisors have a wealth of experience in Financial & Estate Planning.

Our areas of expertise include Savings, Investments, Pensions, Pre-Paid Funeral Plans, Care Fee Planning, Inheritance Tax Planning, Wills, Trusts & Lasting Powers of Attorney

Investments

It is our aim to ensure that everyone who comes to visit us has a positive experience. We are so confident in our service, we offer the unique Redwood 100% Satisfaction Guarantee. If at any time during the Redwood process you are dissatisfied, we will issue you a full, no quibble refund!

Pensions

We will take time with you to discuss your future lifestyle desires, establish what your ‘Number’ is and when you want to achieve Financial Independence. We’ll work with you to put a plan in place to help you achieve your goal, ensuring you have the retirement you deserve.

Estate Planning

Wills, Trusts & Estate Planning is a core area of speciality for us. Helping you achieve the peace mind that comes from putting your affairs in order and helping you to protect your hard earned wealth for the next generation, is something we are truly passionate about.

Other Services

Redwood hopes to be a one-stop shop for all your Financial Planning needs. From Long Term Care Fee and Inheritance Tax Planning, Pre-Paid Funeral Plans, Lasting Powers of Attorney, to legal document Secure Storage, we’re here to help. 

The Financial Conduct Authority do not regulate, Will Writing, Buy to Let Mortgages, Auto-Enrolment, Tax Advice and Estate Planning.

For more information, please call one of our friendly team on 01489 877547.