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 Ltd, a 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.
Vikki is the Practice manager in the office. She deals with the overall running of the businesses and manages the administration team as well as coordinating the advisers and developing all involved. Working alongside Adam, Vikki is the central hub of the business operation and works extremely hard to make the office run smoothly and ensures that any problems are dealt with efficiently and to exceptional standards. When not running the business.
Vikki divides her time between racing sled dogs with Adam, shoe shopping and dissuading Adam of the need for further motorcycles.
Steve started his financial services career in 1994 at Friends Provident where he became an executive consultant in 1998 before becoming self-employed in 2003. Two years later, he left the life insurance company to join St. James's Place Wealth Management.
Steve is an inheritance tax and investment planning specialist and has focused much of his business on helping clients grow and protect their family wealth.
Away from work, Steve is a keen golfer and Portsmouth Football Club supporter.
Andrew has held senior corporate sales positions for the last 30 years, within the automotive, audio-visual and video conferencing sectors. He has been a client of New Forest Wealth Management since 2005; following discussions over the past two years with Adam, Andrew took the decision to retrain as a financial adviser and transfer his sales skills to the Financial Services sector.
Andrew was appointed as an adviser with St. James’s Place in July 2018 and is busy establishing himself within the sales team at NFWM. He will deal with existing clients of NFWM and also tap in to his extensive personal and professional network.
Outside of work, Andrew plays golf at Hockley with a handicap of 7 and attempts to keep fit at the local gym in Fair Oak. He and his wife Louise enjoy gardening, holidays, eating and drinking. They have three (nearly) grown-up children, including one Economics student, and two recent graduates working in London. They still require some support and guidance!
Emily primarily deals with estate planning services for our clients and attends client meetings. Emily holds the Certificate in Trusts and Estates with the Society of Trust and Estate Practitioners, as well as being a member of the Society of Will Writers.
Emily also assists with business promotion and event management for our client events and seminars.
* 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.
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.
Donna joined New Forest Wealth Management Ltd in November 2017 with over 20 years’ experience in a wide range of client focused roles in a variety of sectors.
Donna supports the team with all administration, diary management and meeting preparation for the Advisers. She is the first point of contact for all incoming calls and enquiries. Donna also assists with client events and marketing to gain new clients.
Away from work, Donna is an avid fan of Formula One and enjoys traveling.
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.
Sarah has 22 years Secretarial and PA experience, 10 years of which have been in the legal sector. She previously worked for the Private Capital sector of a leading law firm, dealing mainly with clients requiring Wills and/or Lasting Powers of Attorney but also complex Probate matters as well as Tax and Estate Planning.
Sarah is proficient in a wide variety of secretarial duties as well as attending client meetings to assist with estate planning and assisting with Probate related documentation.
Sarah is enjoying her new career with New Forest Wealth Management and since joining in 2016, she has achieved the St. James's Place Wealth Management Silver Standard of accreditation within the St. James's Place Wealth Management learning framework.
Laura’s main role within the team is business submission on behalf of the advisers, along with comprising suitability letters and policy research for our clients.
Laura has 4 years’ experience in the financial services industry working as a Technical Specialist within the ISA and Unit Trust department of a large investment management company, before joining New Forest Wealth Management.