At Redwood helping our Clients goes far beyond just Financial and Estate Planning advice. Over the years we have built a network of trusted local businesses that can assist you with anything, whether it is buying a car or choosing somewhere to go for a special meal. Please just contact the team if you would like a personal introduction.


Our Trusted Partners.

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 of the Year 2018, and have a stellar 5* rating (9.5/10) on Trustpilot. Digitally-led and designed for simplicity, they promise energy that’s better for the planet, better for your pocket, and, frankly, better for your sanity (it’s amazing what getting an issue-resolving email reply from a human in under an hour can do). It takes seconds to get a quote and just minutes to switch.

By switching your energy provider to Octopus Energy, not only will you reap the benefits of this award-winning provider; for every account to switch, we’ll also donate to our charity, The Redwood Foundation. That’s £25 for a single energy type transfer and £50 for a dual fuel transfer! The Redwood Foundation was established in 2018 and is a client-led charity organisation with a mission to:

  • Give Financial Assistance Grants to those who can’t afford Wills, Lasting Powers of Attorney & basic Estate Planning
  • Provide support to projects that help preserve our planet for the future generations of our Client’s families
  • Deliver financial education to young and disadvantaged families so we can end the wealth gap in the UK

Changing is simple. Just follow this Redwood Client Exclusive link and start your switch today!




marques property

Marques Property

Marques Property is an established, independent estate agent and letting agent with offices in the Southampton and Romsey areas of Hampshire. Founded in 1999, today they’re one of the region’s most respected agencies thanks to unrivalled customer service and valued property expertise.

net primates

Net Primates

Net Primates was founded in 2005 as a dynamic and innovative IT consultancy. They have over 30 years industry experience in providing efficient, on-time & cost effective IT solutions.

Abbey Office Solutions logo

Abbey Office Solutions

Abbey Office Solutions prides itself in delivering high quality solutions matched with a friendly, personal service. They offer practical advice, from the initial print audit through to installation and on-site training to help users find their way around their new equipment simply and quickly

delicious dining

Delicious Dining

With an enviable reputation for fine food in superb surroundings each restaurant and bar is unique.

LCM logo


From strategic consultancy and outsourced marketing management, through public relations and social media, to creative design, websites, video and apps, their integrated approach will help you reach, engage and attract customers.

HJS Accountants

HJS Accounting

As a top 70 professional services firm, with over a 25 year history, HJS Accountants can offer a bespoke tailored solution to help support you and your business at whatever stage you are at and will work with you to meet your needs and achieve your ambitions.

Coffin Mew logo

Coffin Mew

Coffin Mew is a large, innovative and responsive law firm. Their team provides legal advice to individual clients, entrepreneurs, SMEs and corporate organisations across a wide range of legal matters.

peter cooper motor group

Peter Cooper Motor Group

Founded in 1981, the Peter Cooper Motor Group has grown from strength to strength over the years. Still very much a family business, they have 5 showrooms, 1 bodyshop, over 200 members of staff and over 25,000 loyal customers.

Portmore insurance logo

Portmore Insurance

The Portmore Group encompasses three distinct divisions which are designed to provide a complete insurance solution whether you are a business or an individual.

green power projects

Green Power Projects

Green Power Projects Ltd are an MCS Accredited renewable energy company who specialise in Solar PV (Photovoltaic) systems for domestic and commercial customers.

Advanced Mortgage Lending Ltd Fareham

Advanced Mortgage Lending

We are proud of our reputation as one of the leading Mortgage and Protection specialists in Hampshire. Our team has a wide & diverse background within the financial market, and with over 50 years of experience, pride ourselves in providing the best products, solutions and service to all of our clients.

Hybrid Legal

Hybrid Legal Limited

Hybrid Legal provide their clients with the best of both worlds – the high quality advice of a premium law firm combined with the benefit of a fixed-fee service.

Their expertise is provided by our team of Associates, who possess a deep understanding of the way business works in the Corporate, Commerical, Intellectual Property and Employment and HR sectors.

Knight Fencing

Knight Fencing Ltd.

Residential and commercial Fencing Contractors, Supply and install all types of fencing, gates and Railings.

MMO chartered accountants

MMO Limited

Founded in 1992 and based in Waterlooville, MMO is one of the largest independent Chartered Accountancy firms in the area.  Our knowledge and experience enable us to provide a wide range of services tailored to meet your individual needs.

Digi Toolbox logo

Digi Toolbox Ltd.

Digi Toolbox is an award winning, locally focused IT/Web and telephony provider established by Mark Viccars in 2007 and supported by a highly knowledgeable and creative team. Digi Toolbox’s focus on excellent customer service, competitive prices and superior support services helps it stand out from the competition.

AJ Electrical Services logo

AJ Electrical Services

Local reliable company, servicing the south coast and home counties specialising in commercial and industrial installations.

Babcock probate & tax services

Babcock Probate & Tax Services Limited

Authorised to practice non contentious probate by the Institute of Accountants in England & Wales (ICAEW). We assist with the application of the grant of probate, drafting the oath & dealing with HMRC Inheritance Tax Forms.

FFS Bookkeeping logo

FFS Bookkeeping Ltd.

FFS Bookkeeping was formed specifically to help sole traders and limited companies maintain control of their business finances. We provide timely and accurate information to help you make better financial decisions.

GHS mechanical & electrical

GHS Mechanical and Electrical Ltd.

GHS are a local building services company we specialise in Plumbing, Heating, Drains, Bathrooms, Air Conditioning, Electrics, Call out service.

H2O accounting logo

H2O Accounting Ltd.

Accounting with a difference – Professionalism and personality combined. Specialists in providing tax and accounting services to individuals and owner managed businesses.

match accounting logo

MATCH Accounting Limited

We work with our clients to identify their goals for their business and then provide them with the financial reporting and systems to achieve them.

Scalar Enterprises logo

Scalar Enterprises

Scalar Enterprises is a local web design company based in Portsmouth who specialises in offering a range of web services including Web design and Internet Marketing to small and medium size businesses in Portsmouth and Southampton and the surrounding Hampshire areas.

Boat Club Trafalgar logo

Boat Club Trafalgar

Boat Club Trafalgar is a simple concept – Unlimited Boating for a simple monthly fee. It’s ideally suited for people who want to go boating but are not ready to buy or do not want the commitment of owning their own boat. Boat Club Trafalgar offers a variety of affordable plans to suit your boating needs, built around the style of boats and boating you would like to do. Membership includes unlimited access to all boats in your plan – as well as all required training. Intelligent | Effortless | Fun

DDS (UK) Consulting Ltd logo

DDS (UK) Consulting Ltd

DDS (UK) Consulting Ltd is an independent family run company founded in 2015 to provide a range of professional construction services, to enable clients to successfully deliver their proposed build project.


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,