Redwood Financial All-Round Planning:

The FCA do not regulate inheritance tax planning.

There’s almost nothing we can’t do to help.

Often, a client asks us, say, to organise a pension, but will have other needs that we could help with. We are qualified to act on your behalf in all the following areas.

  • All-Round Financial Planning
  • Retirement Planning
  • Investment Planning
  • Regular Savings
  • Insurance-based protection
  • Taxation
  • Inheritance Planning
  • Health Insurance

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

The four stages of Redwood Financial’s all-round financial planning:

Stage One: We meet you. You tell us your dreams, hopes and aspirations. We ask what financial goals you have, both short term and long. We check your attitude to risk. We let all this information sink in. When it has, it’s time for Stage Two.

Stage Two: Bearing in mind what you have told us, we work out a strategy for creating wealth, minimising taxation and planning for inheritance – always, of course, taking into account your attitude to risk.

Stage Three: We continue to keep an eye on your investments, liabilities and assets. We regularly check performance against your stated financial objectives.

Stage Four: Above all, our aim at Redwood Financial is to promote your peace of mind. So we will meet you regularly to review the strategy you have adopted. If necessary, we will make adjustments. We will also review the value of your portfolio and agree an approach to year-end taxation.

If you would like assistance or for more information on Holistic Financial Planning please call us on 01403 230440 or send us your questions on our contact page

Nick continues to be valued support for my clients while I undertake their Will instructions; he helps them achieve financial peace of mind especially to help mitigate Inheritance Tax.

I never hesitate to recommend Nick’s services to all of my clients – however large or small they deem their own estate to be worth.

I would highly recommend anyone who doesn’t have a financial adviser to enlist the services of Nick to make the best of their finances.

Wendy Amos | Surrey Wills Service

The value of pensions and investments can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.