Senior Partner Practice of
St. James's Place Wealth Management
 

Carol Neath, Client Servicing


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.

Tel: 02380 016386
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Heather Spencer, Client Servicing


Heather has more than 25 years’ experience working as a personal assistant within client orientated roles and has been with St. James's Place Wealth Management since 2010.

Heather ensures that Practice manager Vikki has the support she needs and also oversees the day-to-day running of the client servicing department. She is in regular correspondence with our clients to keep them abreast of the fast pace of change within the tax and financial planning landscape.

Tel: 02380 016386
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