Partner Practice of St. James's Place Wealth Management
“I would like to give some feedback about New Forest Wealth Management. They give a very friendly professional service with great communication. Every effort was made to achieve the outcome we wanted. When we visited their offices we were made to feel very welcome. Customer service was outstanding & home visits were offered to fit in with our commitments. I would recommend this company to everyone in need of financial services.”
Carolyn Walsh, Home Maker, Southampton
“Adam Johnson has my complete trust and has managed my (albeit small) investment portfolio with integrity and understanding. I have received exceptional advice from him, and I have no hesitation in recommending him and his wealth management practice to all of my family and friends. ”
Jennifer Penney, Retired, Wimborne, Dorset
“We met Steve some years ago when we retired from active farming and needed advice as to what to do with monies received from the sale of our business. We have always felt that the advice received from Steve has been well thought out and fitted our requirements extremely well. We have no hesitation in recommending him if you are looking for a personal service, tailored to your own situation. He doesn't just advise for the immediate future, but will revisit every 6 months, if required, to see if one's personal circumstances have changed.”
Denys and Rosemary Ryder, East Meon
“Steve has been providing us with financial advice for over ten years, and we have been extremely happy with the work he has performed. He was very helpful when one of us took a sudden early retirement. He has a very professional approach, which he combines with friendliness and humour. The length of our relationship means that Steve understands very well our approach to financial matters, which in turn means his advice is always focused and appropriate. His communication is excellent: he is able to explain financial matters in plain words - not a simple task given some of the recent legislation! He visits us regularly to review our status and to discuss any future issues or concerns we may have. We would recommend Steve as a financial adviser without reservation.”
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
New Forest Wealth Management is a trading name of New Forest Wealth Management Ltd. New Forest Wealth Management Ltd is registered in England and Wales, Number 8181768. Registered Office: Chancery House, 30 St Johns Road, Woking, Surrey, GU21 7SA.