Our Practice Approach
Our commitment to you
We believe that everybody should be able to benefit from sound financial advice, no matter what their circumstances. For us to be able to provide this, it’s important that we can create and maintain a strong and long-lasting relationship with you. As you go through life, your circumstances and needs will change and we want you to know that, whatever stage you are at, we will provide you with advice that’s bespoke to your needs and puts you in the best possible position to achieve your financial objectives. You can be comforted that your financial planning is in safe hands.
We will discuss the level of ongoing service you require, hold regular reviews to assess your changing circumstances and talk through your strategy to ensure that it remains fit for purpose and continues to meet your objectives. All of this will be provided through a single and close relationship with your adviser
We will always do our best to satisfy your expectations, requirements and changes to your financial circumstances as they occur, whilst remaining up to date with variations in wider economic conditions, government legislation, tax changes and investment markets.
Services
The following are examples of the specialist advice and services that we can provide you with:
- Retirement planning and exit planning*
- Advanced tax and investment planning
- Trust and estate Planning **
- Offshore investment and trusts
- Pension analysis
- Mortgage services including residential, buy-to-let and access to commercial
- Self-invested personal pension plans
- Pension drawdown schemes
- Small self-administered pension schemes
- Inheritance tax planning
- Protection panel covering various personal, employee benefits, business protection including life cover, critical illness, private medical insurance
- Long term care solutions
- Specialist general insurance
Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested
*Exit planning may involve the referral to a service which is separate and distinct to those offered by St. James's Place.
**Trusts are not regulated by the Financial Conduct Authority.
Commercial mortgages and some buy-to-let mortgages are not regulated by the Financial Conduct Authority.
Advice regarding commercial Mortgages necessitates the referral to a service that is separate and distinct to those offered by St. James's Place.
Testimonials
We cannot rate Adam Benham highly enough. His attention to detail, speed of work and customer service is second to none. I would not hesitate in recommending him to anyone
Mortgage Testimonial
Adam Benham has been absolutely fantastic to work with and has greatly helped in my property journey. In particular his communication skills are excellent, and is very knowledgeable on all processes related to mortgage and property transactions. I lo...
Mortgage Testimonial
Adam Benham gave clear information and trustworthy advice for my mortgage application. I would not hesitate in recommending him to anyone.
Mortgage Testimonial
Adam Benham has always provided me with exceptional service in a professional, timely and accurate manner. I have recommended Adam to many people and will continue to do so.
Steve Gedge has always given trustworthy advice to my late husband and now to myself. Highly recommend him.
Adam has exceptional knowledge which he communicates in a warm, efficient and highly productive way. Adam is empathetic and responsive to our individual family's financial needs and interests. We value him highly and look forward to many years ahead of his safe and trusted advice.
Adam has been advising our family for several years, his breadth of knowledge has helped three generations with very different needs. I would recommend Adam and the team to anyone looking for good financial advice.
My St. James's Place Partner, Adam Johnson has always given me sound advice with my best interests through some difficult times. I have no hesitation in recommending him to any who wants personal, considered advice. His support and service has been exceptional in all areas.
I whole heartedly recommend Adam as a financial adviser as he has a strong customer focus. He always makes time to provide solid advice to my wife and I, covering investments generating income from them and inheritance matters. His wide-ranging knowledge coupled with an uncanny ability to explain co...
Adam has been incredibly helpful throughout the period I have been investing with SJP. He has laid out the strategies and thinking behind them for my investments and allowed me time and knowledge to decide how I should invest.
We are happy with the service that we have received from Adam. New Forest Wealth are well organised and well-staffed and more convenient for us as they are local.
Adam is very meticulous and conscientious in his work, considers the customer’s values and concerns and puts these at the heart of all investments.
Steve Gedge has been dealing with our finances for several years. He has given sound advice directed personally to our needs/situation. Steve has at all times been extremely professional with a friendly approach. We have recommended New Forest Wealth Management to family and friends to give trustwor...
Steve Gedge of St. James's Place Partner Practice, New Forest Wealth Management, has over many years always provided me with wise, considered and transparent advice concerning my pension investment holdings.
I trust his judgement and would happily recommend his services to other investors....
Adam Johnson has always given professional advice and explained things in layman's terms. I find St. James's Place very efficient in every way and the staff are always friendly. It is a pleasure to do business with them, I will certainly continue to recommend St. James's Place to family and friends ...
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 & ...
I have known Adam Johnson for some years, and he's never let me down, and he's always given me sound advice.
Adam has consistently supported me with my finances and listens to my requirements. I would not hesitate in recommending him to anyone.
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...
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.
In an ever-complicated financial world, Adam has always responded to any questions I had about financial matters with a comprehensive answer and possible solutions. I have continued to recommend his services to others, including my family and friends.
Paul has always proved to be very diligent and attentive to my needs and has always given me sound advice. The service and support of New Forest Wealth Management has always been exceptional. I would certainly have no hesitation to recommend Paul to anyone.
Adam and his team offered invaluable advice that's had a significant impact, not only on how I run my business but ultimately on maximising its value. Together, we've worked out a realistic figure to aim at for the future, and he's made sure I know exactly what I have to do, how to do it and by when...
Adam and his team have been proactive in giving me sound advice and creating a portfolio to suit my individual needs. I would recommend Adam to anyone.
We have found Paul to always have our best interests at the centre of our dealings. He has always acted with great integrity and empathy on our behalf. We have no reservations in recommending Paul to others.
When Paul took over as my financial adviser, we spent time discussing my long-term financial requirements and what I was looking to achieve, he put together a portfolio which covered all of these. He took time to explain everything to me in a way that enabled me to understand my finances. Paul is al...
Adam and his team have consistently given friendly and excellent advice on our investments, wills and later life issues. The introduction of the webinars during the pandemic have proven to be an innovative way of keeping in touch with current financial topics, as near to face-to-face as is currently...
Adam Johnson at New Forest Wealth Management was recommended to us by a family member back in 2016. He prepared easy-to-follow CashCalcs and successfully consolidated our pension funds into St. James's Place, which continue to do very well despite the current pandemic. We have no hesitation in recom...
We feel exceedingly lucky to have Adam Johnson as our personal adviser. His knowledge and advice has been exemplary and has been back up by a first class service team.
Adam has always offered great, professional advice on both my personal and business finances. I would not hesitate to recommend him.
We have always had good advice from your team of friendly well informed staff and would recommend to anyone, well done.
Our financial adviser has always provided sound and trustworthy advice, and offered appropriate guidance in maximising our investment, putting out interests first.
His service and support has always been exceptional, particularly when dealing with more sensitive issues. I would not hesitat...
He imbues trust in all our conversations. His advice is well explained and easy to understand. He brings the personal touch to every conversation and clearly demonstrates he has our interests at heart. I value his personal commitment as much as his advice. Long may it continue
Steve has always given me very good advice with regards to my mother’s investments and retirement funds. He always explains this in a way which is easy to understand. I would definitely recommend him to anyone seeking financial advice.
Lindsey was very helpful when we met as part of my annual review – she listened to my financial situation and was able to give sound advice on how to meet my targets.
Adam Johnson has been incredibly helpful and sympathetic to me. He offers me solid advice in “laymans” terms so that I understand exactly what he is saying. I don’t quite know where I’d be without him! If you need help and advice, go to St. James's Place.
Simon Cook’s professional thoroughness in answering all questions and concerns in a timely manner qualifies him as a trusted, reliable personal financial adviser. Whilst I make my own fund selection his ongoing up to the date advice, with support from an exceptional team is vital. I retired at th...
Adam Benham was extremely helpful throughout the process, always on hand to answer queries and kept us up to date with the progress, seeing the application through to completion. Adams knowledge made us feel confident in the decisions we made. Based on our experience, we would not hesitate to rec...
We cannot rate Adam Benham highly enough. His attention to detail, speed of work and customer service is second to none. I would not hesitate in recommending him to anyone
Mortgage Testimonial
Adam Benham has been absolutely fantastic to work with and has greatly helped in my property journey. In particular his communication skills are excellent, and is very knowledgeable on all processes related to mortgage and property transactions. I lo...
Mortgage Testimonial
Adam Benham gave clear information and trustworthy advice for my mortgage application. I would not hesitate in recommending him to anyone.
Mortgage Testimonial
Adam Benham has always provided me with exceptional service in a professional, timely and accurate manner. I have recommended Adam to many people and will continue to do so.
Steve Gedge has always given trustworthy advice to my late husband and now to myself. Highly recommend him.
Adam has exceptional knowledge which he communicates in a warm, efficient and highly productive way. Adam is empathetic and responsive to our individual family's financial needs and interests. We value him highly and look forward to many years ahead of his safe and trusted advice.
Adam has been advising our family for several years, his breadth of knowledge has helped three generations with very different needs. I would recommend Adam and the team to anyone looking for good financial advice.
My St. James's Place Partner, Adam Johnson has always given me sound advice with my best interests through some difficult times. I have no hesitation in recommending him to any who wants personal, considered advice. His support and service has been exceptional in all areas.
I whole heartedly recommend Adam as a financial adviser as he has a strong customer focus. He always makes time to provide solid advice to my wife and I, covering investments generating income from them and inheritance matters. His wide-ranging knowledge coupled with an uncanny ability to explain co...
Adam has been incredibly helpful throughout the period I have been investing with SJP. He has laid out the strategies and thinking behind them for my investments and allowed me time and knowledge to decide how I should invest.
We are happy with the service that we have received from Adam. New Forest Wealth are well organised and well-staffed and more convenient for us as they are local.
Adam is very meticulous and conscientious in his work, considers the customer’s values and concerns and puts these at the heart of all investments.
Steve Gedge has been dealing with our finances for several years. He has given sound advice directed personally to our needs/situation. Steve has at all times been extremely professional with a friendly approach. We have recommended New Forest Wealth Management to family and friends to give trustwor...
Steve Gedge of St. James's Place Partner Practice, New Forest Wealth Management, has over many years always provided me with wise, considered and transparent advice concerning my pension investment holdings.
I trust his judgement and would happily recommend his services to other investors....
Adam Johnson has always given professional advice and explained things in layman's terms. I find St. James's Place very efficient in every way and the staff are always friendly. It is a pleasure to do business with them, I will certainly continue to recommend St. James's Place to family and friends ...
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 & ...
I have known Adam Johnson for some years, and he's never let me down, and he's always given me sound advice.
Adam has consistently supported me with my finances and listens to my requirements. I would not hesitate in recommending him to anyone.
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...
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.
In an ever-complicated financial world, Adam has always responded to any questions I had about financial matters with a comprehensive answer and possible solutions. I have continued to recommend his services to others, including my family and friends.
Paul has always proved to be very diligent and attentive to my needs and has always given me sound advice. The service and support of New Forest Wealth Management has always been exceptional. I would certainly have no hesitation to recommend Paul to anyone.
Adam and his team offered invaluable advice that's had a significant impact, not only on how I run my business but ultimately on maximising its value. Together, we've worked out a realistic figure to aim at for the future, and he's made sure I know exactly what I have to do, how to do it and by when...
Adam and his team have been proactive in giving me sound advice and creating a portfolio to suit my individual needs. I would recommend Adam to anyone.
We have found Paul to always have our best interests at the centre of our dealings. He has always acted with great integrity and empathy on our behalf. We have no reservations in recommending Paul to others.
When Paul took over as my financial adviser, we spent time discussing my long-term financial requirements and what I was looking to achieve, he put together a portfolio which covered all of these. He took time to explain everything to me in a way that enabled me to understand my finances. Paul is al...
Adam and his team have consistently given friendly and excellent advice on our investments, wills and later life issues. The introduction of the webinars during the pandemic have proven to be an innovative way of keeping in touch with current financial topics, as near to face-to-face as is currently...
Adam Johnson at New Forest Wealth Management was recommended to us by a family member back in 2016. He prepared easy-to-follow CashCalcs and successfully consolidated our pension funds into St. James's Place, which continue to do very well despite the current pandemic. We have no hesitation in recom...
We feel exceedingly lucky to have Adam Johnson as our personal adviser. His knowledge and advice has been exemplary and has been back up by a first class service team.
Adam has always offered great, professional advice on both my personal and business finances. I would not hesitate to recommend him.
We have always had good advice from your team of friendly well informed staff and would recommend to anyone, well done.
Our financial adviser has always provided sound and trustworthy advice, and offered appropriate guidance in maximising our investment, putting out interests first.
His service and support has always been exceptional, particularly when dealing with more sensitive issues. I would not hesitat...
He imbues trust in all our conversations. His advice is well explained and easy to understand. He brings the personal touch to every conversation and clearly demonstrates he has our interests at heart. I value his personal commitment as much as his advice. Long may it continue
Steve has always given me very good advice with regards to my mother’s investments and retirement funds. He always explains this in a way which is easy to understand. I would definitely recommend him to anyone seeking financial advice.
Lindsey was very helpful when we met as part of my annual review – she listened to my financial situation and was able to give sound advice on how to meet my targets.
Adam Johnson has been incredibly helpful and sympathetic to me. He offers me solid advice in “laymans” terms so that I understand exactly what he is saying. I don’t quite know where I’d be without him! If you need help and advice, go to St. James's Place.
Simon Cook’s professional thoroughness in answering all questions and concerns in a timely manner qualifies him as a trusted, reliable personal financial adviser. Whilst I make my own fund selection his ongoing up to the date advice, with support from an exceptional team is vital. I retired at th...
Adam Benham was extremely helpful throughout the process, always on hand to answer queries and kept us up to date with the progress, seeing the application through to completion. Adams knowledge made us feel confident in the decisions we made. Based on our experience, we would not hesitate to rec...
We cannot rate Adam Benham highly enough. His attention to detail, speed of work and customer service is second to none. I would not hesitate in recommending him to anyone
