Nick Tasquier Chartered ALIBF
Financial Planning Advisor
Nick Tasquier established Redwood Financial in order to provide the best possible advice for his clients. He started in financial services in 1991, when his father-in-law introduced him to Pearl Assurance. Although relatively young for this industry Nick rapidly became one of the top advisors in the company. In 1999, Nick left Pearl to develop his skills and knowledge working in the Zurich Advice Network, before leaving to join a network called Intrinsic. In only one year Nick became one of the leading advisors in the business. Nick is a prominent member of a local church in Horsham and a committed Christian. Located in the South East, Nick travels to see his clients as far as Manchester, Cheltenham or Cornwall and beyond. Nick formed Redwood Financial for the simple reason of ensuring that his clients receive the best personal advice and service that can be offered.
For leisure, Nick likes to keep fit by running and cycling. He has competed in marathons and triathlons and is always keen to do other adrenaline sports. His main pleasure is paragliding which he aims to do as and when the weather allows him to.
Dan Garman Cert PFS
Dan Garman has been working in the finance industry since 1989. Having started out in banking he moved into financial services in 1995. Prior to joining Redwood Financial he has worked for several companies including Pearl Assurance, Allied Dunbar and Key Retirement Solutions, working in specialist financial planning roles. More recently he has specialised in mortgages and life assurance, dealing with first time buyers through to high net worth and property investment portfolios. Dan has an excellent knowledge of the property market and enjoys using his extensive knowledge of the ever-changing mortgage market to find the best solutions for his clients.
Dan’s qualifications include Financial Planning Certificates I, II and III and the mortgage CEMAP qualification.
Outside of work Dan is a keen cyclist and runner, having completed several marathons, and he enjoys spending time with his wife and daughter.
Al Shepherd DipFa
Al Shepherd is a fully qualified financial advisor who provides planning support and advice in relation to wealth creation, growth, management and protection. His work relates to pensions, investments, life insurance and arranging mortgages. Al ensures that his clients’ financial assets are managed in a tax efficient manner to maximise their rewards by adding value to their wealth portfolios and ensuring peace of mind.
Al takes time to listen and understand his clients’ aspirations and is very strong in developing successful professional relationships with clients, building and reviewing long-term financial plans and helping clients meet their financial needs. His qualifications include AFA (Advanced Financial Advice), CeMap (Certificate of Mortgages), FSRE (Financial Services, Regulations and Ethics) and the full Diploma for Financial Advisers (DipFA).
Al is married with three sons and is a well-known member of the Horsham community, having lived and worked locally for more than 20 years. In his previous life as an inspirational teacher and Assistant Headteacher, he was part of leadership teams that took two secondary schools to the highest OFSTED rating of Outstanding. Al remains a school governor at a successful local primary school.
Outside of work Al is dominated by sport and for his sins is a Portsmouth Football Club fanatic. For many years Al was a youth football manager and club welfare officer. He continues to spend hours each week on the touch line watching his sons and wife play football and rugby, and writes match reports for Horsham Ladies Rugby. Al also attends a local gym and is a keen walker, recently completing the 100 mile South Downs Way. His main pleasure in life is helping his family and clients to be successful in their endeavours, taking on new challenges and meeting their goals.
Patrick Woolgar CeMAP
Patrick moved into the finance industry in 2018, following a career as an estate agent. He joined Redwood Financial as a mortgage administrator and in 2019 gained his CeMAP mortgage qualification.
Patrick now enjoys combining the extensive knowledge of the housing market that he gained as an estate agent with his mortgage expertise to help clients get the best possible deals. His next career goal is to study for the exams that will enable him to qualify as a full financial adviser.
Outside of work football is Patrick’s passion. He is a Chelsea season ticket holder and in his spare time he plays as goalkeeper for a local team.
Patrick lives in Horsham with his family and two dogs.
The value of pensions and investments can fall as well as rise, you may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Redwood Financial Specialities - click on a tab for details
Establishing and reviewing Trusts,
Complete personal risk management planning,
Short and long-term savings and investments
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent Health Insurance, aka Income Protection
First time buyers