OUR TEAM

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ADVISERS

Jason Brice

Managing Director

Jason has 29 years' experience in the Financial Services industry, starting his own firm 15 years ago.  His reputation for explaining and clarifying the confusing issues around Auto Enrolment and other pension changes is highlighted in the number of speaking engagements received and undertook in 2013 and 2014, speaking not only at client’s national conference’s, but also at leading trade association conferences.

Adrian Huckle

Senior Financial Planner

Adrian joined Redwood in 2003 and has accumulated over 25 years of experience in Financial Services. Adrian works in our Corporate Section specialising in Employee Benefit Solutions for Redwoods corporate clients throughout the UK. Adrian likes to place focus on employee engagement offering advice within an ever changing industry and ensuring that people relationships are at the heart of the business.

Chris Wilkins

Chartered Financial Planner

Chris joined the Financial Services industry in 1985 and was a Branch Manager for Lloyds TSB before becoming their Independent Financial Adviser in 2001 and joining Redwood in 2013. Chris is a qualified Chartered Financial Planner and is a Fellow of the Personal Finance Society, with a passion in helping people get the most out of retirement.

Michael Cox

Senior Medical Protection Advisor

Michael has over 25 years of experience within the Private Medical Insurance industry, having worked as a Senior Account Manager at both BUPA and Guardian Health, before joining Redwood in 2001. Michael works alongside clients to identify and implement appropriate healthcare policies that support their “Health & Wellbeing” strategy. He enjoys the challenge of integrating these schemes successfully as part of a wider HR focus.

CORE ADMIN TEAM

admin team

The admin team is often the first port of call for clients.  Lead by Vicki Brice who has been with Redwood for 15 years.  Our admin team are our key account handlers and will often accompany the advisers on client visits.  With learning and development seen as key to our success all of our administrators are working towards higher level qualifications, even our newest team member Chantelle Butler has immediately started working towards her Level 2 NVQ in business and administration.

 

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