Business Owners Masterclass Session 1
Simon and Mark headed to West Malling Golf Club in April to attend session 1 of the Business Owners Masterclass series jointly hosted by The Financial Planning Club and the Personal Finance Society. The 6 session course has been designed to help financial advice business owners gain a better understanding of the fundamentals of running a successful financial […]
Dimensional’s investment philosophy and a masterclass on their Wealth Models and how these can benefit our clients
The Redwood Wealth team headed into London to meet with Luca Cappucini and Arda Veysi of Dimensional Fund Advisors for a refresher on Dimensional’s investment philosophy and a masterclass on their Wealth Models and how these can benefit our clients. Some clients may be familiar with Dimensional as funds from their World Allocation range regularly […]
Tatton Investment Management’s adviser event in their “On the Road” series
The Redwood Wealth team swapped a day in the office for the stunning backdrop of Leeds Castle for Tatton Investment Management’s latest adviser event in their “On the Road” series. This was a great opportunity for us to hear directly from some of the industry’s leading experts on a range of topics including the latest updates regarding […]
Missing Wills and pensions
Lack of organisation can cause delays and financial stress for families Research has revealed a concerning trend among UK families: a significant number are unaware of where critical documents, such as Wills and pension policies, are stored. This lack of organisation could cause unnecessary delays, stress, and even financial penalties during bereavement.
What is the right mix of investments for you?
Asset allocation and how it can help you balance risk and return One of the core principles of investing is to spread your savings across different types of investments, known as asset classes. If you have ever heard the saying, “Don’t put all your eggs in one basket,” you have already grasped the fundamental principle […]
Investing demystified
Timeless timeless truths for financial success Investing is often seen as a complex and intimidating endeavour, riddled with jargon, market volatility, and constant pressure to make the “right” decisions. For many, the fear of losing money or making mistakes can overshadow the potential rewards of building wealth over time.
Making long-term financial choices with confidence
How to plan for a secure financial future with cash flow modelling Navigating the financial landscape often feels like trying to predict the weather months in advance. You might have a general idea of the seasons, but the daily fluctuations remain a mystery. This uncertainty often paralyses decision-making about significant decisions, such as retirement, investments, […]
Planning your dream retirement
Step-by-step guide to help you secure a financially stable future Retirement marks a new chapter in life, one that should be enjoyed without financial worries. Effective planning is the cornerstone of achieving this goal, helping you build a financial buffer to manage whatever life throws your way. Taking simple, proactive steps today can make a […]
Are you considering taking your pension tax-free lump sum now?
Understanding the risks of reacting to speculation about future pension rules The election of a Labour Government and the delay to the Autumn Budget 2025 fuelled much speculation about potential changes to pension rules. This uncertainty prompted some people to take a 25% tax-free lump sum from their pension in case less favourable rules were […]
Building wealth for your grandchildren
A forward-thinking guide to building a substantial legacy for tomorrow As a grandparent, you have a unique opportunity to contribute to your grandchildren’s future in a profoundly meaningful way. Beyond cherished memories and life lessons, providing a financial head start can make a significant difference as they navigate key milestones in life.
