What Our Clients Say About Us

The Redwood Vision is to be the leading financial & 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. To ensure we are always meeting our high standards, we continually ask our clients for their feedback, please watch this short video to see what real clients of Redwood say about us.

Redwood Financial can be trusted, everything is fully explained and you are treated as an individual.

GrahamLocks Heath

Impressed with the presentation, very knowledgeable, good communication and patient providing answers to questions.

Sue & GrahamPortchester

After the first meeting I became completely reassured by the expertise and very professional conduct of Redwood and over several years my experience has been continually enhanced. I have felt my interests have been attended to completely and the staff are wonderful.


Steve & Jasmine demonstrate time and again that they know their stuff and explain it clearly to us. Trust them and you won’t go far wrong financially.

Andy & NatashaSouthampton

If you want someone who gives you a personal service at a reasonable cost and know you are being well advised, choose Redwood.


A firm that will pay individual attention to the needs of the client and help them to come to an integrated solution.


Like many people, I had a number of Pension pots acquired over my career. Jasmine looked into my Pensions, gave me my options, recommended a consolidation and organised it for me. Now I don’t have to worry because I know Jasmine is keeping her eye on my Pension, making sure it’s performing for when I need it!


Dealing with Jasmine and her firm has been an absolute pleasure. Practical, sensible and kind advice, in sometimes difficult circumstances, with total efficiency and dedication. I would not hesitate to recommend her to anyone else who needs some help with their financial circumstances.


We have found all of the team to be very professional and friendly. Steve and the team prepared specific advice which was easy to understand.

Graham & Margaret Southampton

Steve kept it clear and simple for me with what I needed to know in this complex field.


Your staff are approachable & friendly with good back up administration. The information is straightforward and easy to understand.

Linda Cumbria


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. https://register.fca.org.uk/

Contact us

Telephone: 01489 877547
Email: info@redwoodfinancial.co.uk

Company information

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