No complaints at all

I just wanted to thank Nick Tasquier and his team for their kind and trustworthy support to maintain my finances efficiently for yet another year. I was recommended Nick by a friend over 8 years ago and he has helped my husband and myself through some difficult years. He explains policies clearly, updates paperwork regularly and makes valued recommendations to assist financial profits year on year. This helps us feel confident and organised with any financial issues we have. I trust his advice and would not hesitate to recommend him to any person who wants to gain financial security with a trustworthy advisor. Please pass on my thanks.

My initial conversation with Jon was regarding the planning of my pension having just been made redundant at the age of 63, in particular the feasibility of transferring my current DB pension. I needed to ensure any decisions I made would not jeopardise the financial security for me or my family as I headed into retirement. Not having any personal experience or knowledge of the financial world it was essential to find a trusted advisor to guide me through the perceived minefield.
Jon, Nick and their colleagues at Redwood Financial quickly provided me with the reassurance I was looking for. At every step of the journey I was kept fully updated but more importantly made aware of both the benefits and potential risks involved. Jon took the time to carefully explain the granular detail in laymen’s terms, which was very helpful.
The process was long and complex as it involved several previous pension providers with layers of compliance and governance. This provided me with additional confidence that every detail was being scrutinised to ensure the end result was fit for purpose. Jon & Nick have an incredible wealth of knowledge in the financial field, and their honest business acumen, warm and friendly personality are the reasons why I would wholeheartedly recommend Jon & Nick and the services of Redwood Financial.

I am one of your current client with rather a complex case.

Just wanted to take this opportunity and highlight how amazing Patrick has been over the past few months. 

He has worked tirelessly and expressed significant professional attitude throughout the process. 

I believe red-wood financial is lucky to have such great representative!

Patrick has managed to rebuild my confidence in financial firms, I will definitely continue using and referring your services.

I am so very appreciative of all the work you have done so far on my behalf, and it is a huge relief to be heading towards a new chapter with you all; I do hope I'll be a model client!

Nick continues to be valued support for my client's 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.