Real experiences, shaped by thoughtful planning

I am very pleased with the service and advice given by Susan. The whole pension thing can be a bit daunting, but Susan has always answered my questions professionally and promptly. I would not hesitate to recommend Redwood Wealth to anybody looking to get their financial affairs in order.

Redwood Wealth and Simon are superb. As a novice this was a well overdue consolidation of my pensions and Simon took the time to walk me through all the options without any pressure at all. He understands the personal element and implications to making these kind of financial decisions and paid just as much attention to this aspect during the decision making process. I finally feel that my pension is in a place that gives me clarity on when and how I can retire.

Simon has been brilliant from start to finish. He came out to our house, took the time to really understand our situation and explained everything clearly in a way that actually made sense (especially as my knowledge is pretty limited). He’s set up our critical illness cover and talked us through investment options, pensions and long term planning for both us and even looked at investments for our kids. What stands out most is how approachable and responsive he is always quick to reply on WhatsApp and happy to answer any questions. It gives real peace of mind knowing our finances are in safe hands. Overall, an absolute pleasure to work with and we’ll definitely be continuing with Simon for future investments as well.

Susan Whittick has been supporting us for a few years now, helping to make the right choices for my pension and investments. Susan has given us a very professional and personal service; she is responsive and always a pleasure to meet with to review and update. Through Susan’s guidance our investments have performed well, I have joked to my friends that “Susan brought me a Porsche!” but actually it is true, the growth in funds that we have seen has also enabled me to “invest” in my long term dream of owning a 911.

I contacted Redwood Wealth to get advice on investments and consolidating pensions. From the first meeting with Simon he really put my mind at rest by patiently explaining complex financial terms in layman’s terms and being a good listener. Simon was generous with his time and available to answer any queries quickly. I would highly recommend Simon Collins. He was thorough, knowledgeable and made the whole process easy to understand.

Simon has been absolutely brilliant working with me to manage my pensions, giving clear explanations and guidance, to help me understand my options. He’s built my confidence in the world of pensions, and I would thoroughly recommend him, and have already, to others. This is someone who it’s genuine, knowledgeable and takes the time to help work with you to find the best solution.

Having had Simon as our financial advisor for many years, we did not hesitate in being happy to wait for him to set up his own FA company. We have always found Simon to be most informative, helpful & client friendly, always looking after our best interests. He is extremely professional and has an indepth appreciation of the markets and investment & pension opportunities. A truly 5 star service. Shirley & Andrew Sime

I have known Susan for a number of years and have always been impressed by her professionalism, knowledge, and genuine care for her clients. What really stands out is her ability to explain financial matters in a clear and easy-to-understand way, making what can often feel like complex decisions much more manageable. Susan takes the time to ensure everything is fully understood and always provides thoughtful, well-considered advice. The guidance she has given me has been incredibly valuable, and I have complete trust and confidence in her expertise. I would highly recommend Susan to anyone looking for honest, reliable, and knowledgeable financial advice.

We have been clients of Mark Santer for over 15 years & have been more than happy with the help & advice he has given. We did not hesitate when Mark asked us if we were interested in following him to his new venture Redwood Wealth Ltd.

Mark has advised me for a number of years on my pension, my investments and my LPAs. I have always found him to be professional, insightful and, when the occasion required it, flexible. I have no hesitation in recommending him as a financial advisor.