Redwood Financial is a distinguished firm of Chartered Financial Advisers and Estate Planners based in Droxford, Hampshire, specializing in comprehensive wealth management and estate protection. With a strong focus on treating clients as family rather than numbers, they stand out for their personalized, client-first philosophy and commitment to ensuring the right money goes to the right people at the right time.
The firm offers a tailored approach, leveraging decades of collective experience to provide clear, jargon-free advice in areas such as pension planning, inheritance tax mitigation, and estate structuring. They cater primarily to families, business owners, and armed forces personnel, emphasizing long-term relationships and financial peace of mind. Their services are delivered on a fixed-fee basis with a satisfaction guarantee, ensuring transparency and trust.
Services Offered
- Financial Planning
- Estate Planning
- Will Writing Service
- Mirror Wills
- Will Review Consultation
- Lasting Powers of Attorney
- Will Trusts & Lifetime Trusts
- Fixed Fee Probate
- Equity Release Planning
- Inheritance Tax Planning
- Care Fee Planning Services
- Secure Document Storage
- Savings Advice
- Investment Advice
- Pensions Advice
- Business Owner Estate Planning
- Retiring IFA Services
Redwood Financial serves clients across Hampshire, West Sussex, and London, and is directly authorized and regulated by the Financial Conduct Authority (FRN: 774469). They are recognized for their award-winning service and dedication to client education through free webinars and seminars.
