Our Background
Our relationship-driven approach
At the heart of our service is a relationship built on mutual trust. To truly advise you, we need to understand you, your goals, your values, and what matters most. In turn, we believe it’s just as important for you to get to know us. This two-way understanding is why our clients have confidence in us to manage their financial futures.
Our Background
A partnership built over time
A strong advisory relationship isn’t formed in a single meeting. It develops and strengthens over months and years.
Many of our clients have been with us for more than a decade, a testament to the enduring partnerships we build.
We work with our clients, not just for them, navigating their financial journey together. This long-term perspective allows us to provide guidance that evolves with your life.
Our Background
Human element in a digital world
Technology and artificial intelligence are powerful tools, but they can never replace the value of a trusted human adviser. AI can analyse data, but it cannot comprehend the complex emotions and personal experiences that shape your financial decisions. It doesn’t understand the ‘why’ behind your feelings about risk or your connection to certain assets.
Because we take the time to know you, we can offer guidance that considers both the numbers and your unique personal situation. We can help you navigate difficult decisions and avoid common pitfalls because we understand your perspective. It is this depth of relationship and genuine understanding that sets a human adviser apart.
Because we take the time to know you, we can offer guidance that considers both the numbers and your unique personal situation. We can help you navigate difficult decisions and avoid common pitfalls because we understand your perspective. It is this depth of relationship and genuine understanding that sets a human adviser apart.
Our Story & Values
Shared respect and trust
We believe the most successful advisory relationships are based on shared respect and trust. This ensures we can dedicate our full attention to fostering strong, positive, and productive relationships with every client.
This is financial planning, the Redwood way.
This is financial planning, the Redwood way.
Our Services
How we support your financial journey
Why Choose Redwood Wealth
Advice built on trust, not pressure
Financial planning should feel calm, structured and considered.
Our clients value:
- Truly independent, whole-of-market advice
- Clear explanations delivered in plain English
- Personal relationships with experienced advisers
- Transparent costs and long-term continuity
- Measured guidance rather than sales-driven recommendations
As a founder-led firm, we shape our advice by long-term outcomes rather than short-term targets. Recommendations are based on suitability and alignment, not product restrictions.
Our Financial Planning Process
A clear and structured planning process
Financial clarity is achieved through structure.
Our process is designed to:
- Understand your current financial position
- Define your priorities and long-term ambitions
- Create a tailored strategy
- Review and adapt as circumstances evolve
By adopting a holistic approach, we ensure every aspect of your finances works seamlessly together. This unified method allows you to proceed with confidence, knowing that no important considerations have been neglected.
Meet The Team
Experienced advisers, grounded in shared values
Get to know the talented professionals behind Redwood Wealth. Our dedicated team combines expertise, innovation, and personalised service to help you achieve your financial goals with confidence and trust.
Redwood News
What we’ve been up to
Discover Redwood Wealth’s latest achievements and events, showcasing our commitment to innovation, client success, and industry leadership. Stay updated with our milestones, partnerships, and impactful initiatives driving financial excellence.
Our Reviews
Trustindex verifies that the original source of the review is Google. 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.
Posted on Google 
Lee Russell
Trustindex verifies that the original source of the review is Google. 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.
Posted on Google
Jonathan Gaskell
Trustindex verifies that the original source of the review is Google. 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.
Posted on Google
Luke Jones
Trustindex verifies that the original source of the review is Google. 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.
Posted on Google
Richard Judge
Trustindex verifies that the original source of the review is Google. 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.
Posted on Google
Michelle Rowe
Trustindex verifies that the original source of the review is Google. 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.
Posted on Google
Ronni Laurie
Trustindex verifies that the original source of the review is Google. 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
Posted on Google
Shirley Sime
Trustindex verifies that the original source of the review is Google. 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.
Posted on Google
Helen Andrews
Trustindex verifies that the original source of the review is Google. 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.
Posted on Google
judith hunt
Trustindex verifies that the original source of the review is Google. 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.
Posted on Google
Don Wade
News & Insights
Knowledge Centre
Understanding pension drawdown
September 1, 2026
No Comments
Taking control of your pension income means considering the tax consequences Pension drawdown enables you to take money from a
Should you give your home to your grandchildren?
September 1, 2026
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Gifting your home could help your grandchildren, but may carry tax and financial risks For grandparents with substantial property wealth,
Securing income in retirement
September 1, 2026
No Comments
Building financial security for later life Retirement no longer has to mean simply buying an annuity and receiving a fixed
How much pension do you need to retire at 50?
September 1, 2026
No Comments
Achieving an early, comfortable retirement requires careful planning For many people, retiring at 50 sounds like the ultimate financial goal.
Redwood Wealth
As independent financial advisers, we are not limited to a small selection of providers. Instead, we explore the broader market and suggest solutions aligned with your objectives. Our focus is simple: advice structured around you.
Contact us
Start a conversation
Taking control of your financial future begins with a conversation.
Whether you are exploring a particular decision or seeking a broader review of your financial situation, we are here to provide clarity and insight. Arrange a consultation and take the first step towards a more structured financial future.
Whether you are exploring a particular decision or seeking a broader review of your financial situation, we are here to provide clarity and insight. Arrange a consultation and take the first step towards a more structured financial future.
The Financial Conduct Authority does not regulate some aspects of trust, tax, and Inheritance Tax planning, or estate planning. The Financial Conduct Authority does not regulate Cashflow Planning. The value of investments and any income from them can fall as well as rise. You may not get back the full amount invested. The taxation of the investment is dependent on the individual circumstances of each investor and may be subject to change in the future. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances. The value of pensions and any income from them can fall as well as rise. You may not get back the full amount invested. A pension is a long-term investment, and the value is not guaranteed. Any advice or considerations are personal to each individual’s circumstances. Cover will cease on insurance products if premium payments are not maintained. Generally, these plans have no cash in value at any time and will cease at the end of the term. Equity release isn’t right for everyone; there are positives and negatives, and careful consideration is vital to ensure it is a suitable option for your individual circumstances. Equity release may involve a lifetime mortgage or a home reversion plan. To understand the features and risks, ask for a personalised illustration. Equity release will reduce the value of your estate and can affect your eligibility for means-tested benefits.
