Senior Partner Practice of St. James's Place Wealth Management
Carol is an administrator in the client servicing department of New Forest Wealth Management. As well as regular client mailings, she looks after our growing database of clients and keeps the factual information up to date.
Carol also makes appointments for on behalf of our advisers and has the almost impossible task of getting Partners and clients together at the right place and at the right time. Her diary management skills are an essential component of New Forest Wealth Management and enable the Partners to have the maximum amount of time available to spend with clients.
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.