Investments

Redwood Financial Advisers Ltd is permitted to advise on and arrange (bring about) deals in investments from the whole of the market.

We will use a number of factors to assess your specific needs and circumstances, your financial situation, goals and requirements and your tolerance of investment risk before providing any recommendations.

Once we have determined the compatibility of our services, we will explain our service proposition and, where appropriate, this could include:

• a wrap proposition with either a passive style investment strategy (e.g. tracker funds) or an active service, which will be via either a multi-manager risk rated fund or a discretionary managed portfolio
• a full discretionary fund management service

The value of your investment can go down as well as up and you may get back less than the amount invested.