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The Rumpus, St. Clairs Farm
N/A miles from your postcode
Redwood is a family owned and run firm of Chartered and Certified Financial Advisors & Estate Planners based in Droxford, Hampshire. The company's goal is to help their Clients to grow, protect and enjoy their wealth.
Preferring to work with families, underpinned by a core belief that helping families is the most important and rewarding thing they can do, Redwood have built a strong local reputation and helped many hundreds of families to ensure that they keep more of their hard earned wealth for both themselves and for future generations.
Jasmine Lambert MD, qualified as a Certified Financial Planner in 2008 and achieved Chartered status in 2021, recognised as the "gold standard of financial planning" for ethics and professionalism.
Steven Blofield, Director, is a Certified Estate Planning Advisor and an expert in his field with over 24 years' experience helping Clients.
Based on 20 reviews
I visited Redwood as I was trying to understand my final salary pension which I found hard to understand! Jasmine put me at ease and gave me all the relevant information to guide me through the policy to reach the right choice for me.
Jasmine and her team always have the clients best interest making sure all their needs are met. I would highly recommend Redwood Finance. (Reviewed November 2022)
Steve the Director and Senior Estate Planner of Redwood Financial has been an enormous help to me and my husband over the years. He has given us information that has guided us in making the right decisions with our investments. He is thorough, meticulous and professional in his work. I have recommended him to friends of ours who in turn have asked him to facilitate their investments too. (Reviewed October 2022)
Personal, confidential, helpful and reassuring. The most complicated personal financial advice is always explained and understood after talking with Steve. The first person I turn to when considering any financial move, is Steve. He has advised us for more than 20 years and I always recommend him to my family and friends. Makes you feel like one of his family. (Reviewed October 2022)
Fantastic personal service from all the team whether you phone, email or face to face. Jasmine and Steve are never fazed by seemingly complicated financial queries. Redwoods also have a great community interest whether in beach cleans or family days. Quality team, quality service, totally recommend. (Reviewed August 2022)
I have been with this company for many years and have had excellent service the whole time. (Reviewed July 2022)
As a Redwood client for some years it was good to attend the post pandemic face to face conference. The Redwood family continues to give their usual brilliant service and endeavours to supply up to date financial advise and information. The TP guest speakers were excellent value as always. (Reviewed April 2022)
Excellent financial advice tailored to personal needs and financial resources. We have been clients of Redwood for many years and advice has always been sound and given with no pressure to adopt any specific product.
Everyone at the company treats you with courtesy, and all enquiries are dealt with expeditiously and efficiently.
The company has our total trust and we would highly recommend them to anyone seeking honest, expert and impartial advice on financial matters. (Reviewed December 2021)
We went through the latter stages of our Trusts and Wills during a very difficult personal time for us. We were also trying to complete our POA's but were having trouble. Jasmine took on this task for us as a complimentary service and ensured everything we needed in the Trusts, Wills and POA's was completed correctly. We were very impressed with the kindness and excellent service we received. (Reviewed July 2021)
Excellent (Reviewed May 2019)
I feel that I received a high level of service from the above company. Response to queries are with as soon as possible. (Reviewed May 2019)
Excellent financial service through a friendly family company. (Reviewed May 2019)
Great personal service, easy to understand advice & guidance. (Reviewed May 2019)
Redwood delivered an outstanding day, great speakers. (Reviewed May 2019)
Very knowledgeable, produces good solutions. Friendly & effective. (Reviewed May 2019)
Excellent service. Nothing ever too much trouble and always proactive and going that extra mile. (Reviewed March 2019)
Excellent, informative, understanding, knowledgeable, patient. (Reviewed March 2019)
The team are a pleasure to work with. (Reviewed March 2019)
We have been clients of Redwood for a number of years and have always been super impressed with their work ethic and professionalism. (Reviewed March 2019)
When we retired Redwood Financial Family Wealth & Estate Planners Ltd were recommended to us by a friend as being a good Company to plan our investments and estate planning. We have found the advice and service that Redwood provided to be of an excellent standard. Also the information the Redwood provided at the regular client seminars to be most useful. We have recommended Redwood to a friend who was looking for good financial advice.
We have found the level of service to be most professional and conducted in a friendly manner. (Reviewed March 2019)