Senior Partner Practice of St. James's Place Wealth Management
Prior to joining the financial services industry, Adam spent time working in Parliament as an agent organiser whilst he completed degrees in Politics & International Relations and a Master’s degree in Political Philosophy.
In 2006, he established New Forest Wealth Management, Partner Practice with St. James's Place Wealth Management. Adam has worked hard to develop a breadth and depth of knowledge and is fairly technical in terms of his approach.
Adam is a Society of Later Life Advisers Partner specialising in long-term care advice. He is also an expert in tax and trust planning and holds the advanced CII (Chartered Insurance Institute) paper in taxation and trusts. Additionally, he is a Fellow of The Society of Will Writers and holds the advanced certificate in will preparation with The Society of Trust and Estate Practitioners. Adam is committed to ensuring that his industry knowledge remains relevant and current by placing strong emphasis on personal development. This, along with the pride and dedication placed on developing solid personal relationships with his clients, ensures that he is able offer a rounded, professional and principled service.
Adam divides his time between servicing clients’ needs and providing educational talks to the public and professionals on will writing and estate planning. His principal focus is providing intergenerational financial advice to help clients’ money grow free and unfettered by unnecessary taxation or other burdens.
When not at work, he races sled dog teams, plays for and manages a local league football side and tinkers with his growing collection of motorcycles.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and the reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Wills and Trusts are not regulated by the Financial Conduct Authority. Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place.
The Partner Practice is an Appointed Representative of and 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.