At New Forest Wealth Management, we pride ourselves on our distinct quality of financial service. Through face to face financial advice, we create and maintain strong relationships with our clients via regular contact with our friendly advisers and administrative team.
Our advice will accommodate all of your financial needs, providing you with financial security whilst maintaining flexibility to prepare you and your family for any unforeseen circumstances or any future ambitions you may have.
We offer extensive expertise developed over many years of experience, covering all aspects of wealth management to cater to your individual needs.
We are specialists in Long Term Care and help families by providing guidance and support in managing the care system. We help to plan the care solution, find the right home or care staff and help arrange the financing of the care plan.
Adam has provided live in care for his own grandmother since 2009 and in that time has experienced the frustration and complications in dealing with care agencies, social services and the NHS.
At New Forest Wealth Management, we aim to offer a centralised solution to make sure families find the right care package at a sustainable cost. It is also important that families understand what assets can be protected and what benefits they are entitled to.
By choosing us as your care fees advisers you can expect:
- A holistic and understanding approach
- Caring and professional service guiding you through the process
- Considered and carefully constructed guidance and advice, explained in clear terms
- Ongoing advice and assistance to support changing circumstances
Based in the New Forest, we provide wealth management advice to clients throughout the UK, and more specifically throughout southern England. We offer no obligation home visits across Hampshire and the neighbouring counties, or you are welcome to visit our office in Romsey on the edge of the New Forest.
A little more about Adam
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 hold the advanced CII (Chartered Insurance Institute) paper in taxation and trusts.
Additionally, Adam 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.
How to contact Adam
Tel: 02381 244266
Mob: 07748 947629
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.
* Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place and along with Trusts are not regulated by the Financial Conduct Authority.
New Forest Wealth Management Ltd 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 title ‘Partner’ are marketing terms used to describe St. James’s Place representatives.