New Forest Management/ St James Place have been excellent in supporting us through purchasing a property. From mortgage application/rates and support as well as regular communication throughout our process.
We had excellent service from our mortgage broker at NFWM in helping us to secure an equity release Retirement Interest Only mortgage. He kept us well-informed about the, at-times, complex process and negotiated effectively on our behalf. Highly recommended.
Adam Benham of New Forest Wealth Management has provided me with an excellent service with regards to obtaining a remortgage. I have been kept informed during every step of the process and Adam was always available to answer my questions. Great company and an amazing service, definitely recommend them.
Grace is a pleasure to work with. They take the time to listen carefully and fully explain all the pros and cons, and potential options. Even when your situation changes, they are always there to offer advice. They make all the charges and fees very clear and I feel very confident that I have made the right choice consolidating my smaller pensions and moving them under the management of Grace at New Forest Wealth Management.
I met with Lindsey Martin to discuss life insurance policies after splitting with my ex-husband. She was extremely approachable and helpful, providing me with information on the various policies available. She supported me in ensuring I selected the correct cover and even suggested cover I had not thought of that was highly important in my situation. I intend to return to Lindsey for mortgage and pension support when needed as I found her knowledgeable and compassionate with a drive for working in the clients best interest.
I worked with Paul and the team and they were super helpful with my company and personal finances. They supported me in running through lots of different scenarios to assess which were the best options. I've enjoyed working with them and would recommend using them for their knowledge, transparency, and communication.
Paul's direct and informed, exactly what you need in an advisor, always puts you first.
I have been working with Paul over the last few years getting advice both for me personally and also my company. He's always been professional and has shown me how to be more efficient with my finances has always delivered on what he has promised. Would recommend with confidence.
I have worked with Paul and the team at New Forest Wealth for several years now and have been really pleased with his advice and the service i have received. He always has time for me and is proactive in suggesting ideas to help with my planning. Highly recommended!
I was referred to Paul and quite lucky to have had his counsel: professional, responsive, attentive, listened to my needs, and absolutely lacked the typical 'sell, sell, sell' mentality of most wealth advisors, very refreshing, especially for a beginner like me. Confidence of approachability whether dealing with high asset management or starter accounts like mine. Highly recommend!
New Forest Wealth Management Ltd is located at Unit 4 Shelley Ln, Ower, Romsey SO51 6AS, UK
You can contact New Forest Wealth Management Ltd at +44 23 8124 4266
You can find directions to New Forest Wealth Management Ltd by following this map link