About Us

We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client.

We understand that everyone’s different, and that’s why our financial planning approach is as individual as you. We know the financial side of life can be complex and that’s why we work hard to get to know you and your aspirations through careful life planning and consultation. We then provide quality advice services and practical pathways to help you achieve the life you want.

With us, progress means development. Mortgage and life planning that helps you to navigate life’s financial complications, free of financial ambiguity and safe in the knowledge that the professional team is at your side, every step of the way.

Our team are happy to meet at a day, time and location most convenient to you, and these meetings are usually arranged by prior appointment.




Kelvin was very accommodating throughout the whole process. Being first time buyers, we had little experience with the process, but he took the time to explain it all clearly to us, allowing us to ask questions along the way. Not only this but him and the team were always quick to reply and speak with us and were able to offer sound and useful advice! I would highly recommend Redwood Financial Consultants!
Mr N from Surbiton, June 2023

I have dealt with Kelvin and his team for many years and have always valued his opinion and recommendations.
Mr H from Woking, April 2023

Outstanding attention to detail. Always explains in very understandable language. I rate Kelvin and his team extremely highly and would recommend him to anyone.
Mr B from Guildford, February 2023

Kelvin has provided great support. His team has been very helpful, clear and concise. They have provided a tailored service to which makes us feel at ease. Highly recommended!
Mr N from Mitcham, February 2023


Fast and clear communication, very friendly, knowledgeable. Carla just made it all seem easy and that she was fully on top of everything. Generally excellent, very happy with the service we received from Carla Lawrence. Thank you!
Mr B from London, August 2023

Carla is great, very attentive, proactive, and helpful
Mr C from Norwich, May 2023

Carla was extremely helpful, personable and went above and beyond.
Ms H from Reading, February 2023

I was made to feel important from the beginning and received regular communications throughout. Often outside of regular business hours. Really impressed!
Mr A from Farnborough, February 2023

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