Your Partner in Financial Planning
Expert, Independent Financial Advice for Every Stage of Life
Redwood Independent Financial Advisers
Welcome to
We provide trusted, truly independent financial advice designed to help individuals, families, and businesses achieve financial security and growth. Our caring, personal approach means we’re here to support you in reaching your financial goals through every life stage, from planning for retirement to securing your legacy.
Redwood IFA are regulated by the Financial Conduct Authority as an Appointed Representative of Velarium Wealth Limited.
Our Services
Comprehensive Financial Advice for Individuals, Families, and Businesses
At Redwood Independent Financial Advisers, we offer a complete range of financial services tailored to meet the diverse needs of our clients. Whether you’re looking to protect your family, secure your retirement, manage your investments, or protect your business, our services are designed to give you confidence and clarity about your financial future.
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Pension & Retirement Planning
Plan for retirement confidently with personal pensions, SIPPs, annuities, and pension drawdowns.
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Investment & Wealth Management
Build and grow wealth with expert guidance on ISAs, investment bonds, and unit trusts.
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Personal Financial Protection
Safeguard your future with solutions like mortgage protection, family income benefits, and private medical insurance.
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Estate & Inheritance Planning
Protect your legacy with tailored estate planning, including trusts and inheritance tax planning.
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Later Life Guidance & Advice
Plan ahead with our specialised guidance and advice to meet your future needs, ensuring financial comfort in later life.
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Corporate Financial Solutions
Secure your business with comprehensive employee benefits and protection plans for business continuity.
About Redwood IFA
Founded in October 2024, Redwood IFA was created to offer expert, compassionate financial guidance with an emphasis on building lasting relationships.
Led by Steve Hartley, a financial professional with over three decades of experience, we understand the value of having a trusted adviser who genuinely cares about your financial well-being. As a registered associate member of the Society of Later Life Advisers (SOLLA), Steve adheres to the highest standards of integrity and quality in helping our clients plan for the future.
Our Values
At Redwood IFA, we value caring honesty integrity transparency and trust .
We’re committed to making our clients feel supported, informed, and confident in their financial choices, knowing that their best interests are always at the heart of our advice.
Why Choose Redwood IFA?
With Redwood IFA, you benefit from the knowledge and experience of an independent financial adviser who takes a truly holistic approach to financial planning. Whether you’re looking to protect your family’s future, plan your retirement, or grow your wealth, our advice is based on an in-depth understanding of your unique needs.
Contact us.
Please use the form below to get in touch and a member of our team will get back to you within 48 hours during office hours (Monday-Friday 9-5).