New Forest Wealth Management Ltd

New Forest Wealth Management Ltd We are a progressive financial planning company, dedicated to providing exceptional advice.

A little office pick me up on this rainy day 🥤
08/09/2026

A little office pick me up on this rainy day 🥤

Market uncertainty can feel uncomfortable, especially when geopolitical events dominate the headlines.With the Iran-US c...
08/09/2026

Market uncertainty can feel uncomfortable, especially when geopolitical events dominate the headlines.

With the Iran-US conflict continuing to ebb and flow, many investors are asking what it could mean for their finances and investments.

This article explores why predicting events is rarely possible and why maintaining a long-term perspective remains important during periods of uncertainty: https://www.newforestwealthmanagement.co.uk/article/detail/sjpp/keeping-perspective-as-the-iran-conflict-resumes.html

Meet Adam, Financial and Mortgage Adviser.Adam is here to help clients navigate both their financial planning and mortga...
02/09/2026

Meet Adam, Financial and Mortgage Adviser.

Adam is here to help clients navigate both their financial planning and mortgage needs with clear, practical support.

Outside work, he enjoys holidays and spending time with his family. His favourite place to visit is Universal Orlando, and when it comes to food, you can’t beat fish and chips.

Adam is also a Harry Potter fan and has completed a tandem skydive - an experience he won’t be forgetting in a hurry!

Say hello to Adam in the comments! đź‘‹

Meet Grace, Financial Adviser.Grace brings a people-first approach to financial advice, helping clients feel understood,...
27/08/2026

Meet Grace, Financial Adviser.

Grace brings a people-first approach to financial advice, helping clients feel understood, supported and confident about the decisions ahead.

Outside work, she enjoys gardening, spin classes and sea swimming. One of her favourite travel memories is Lake Taupo in New Zealand, where she caught her first fish and ate it beside the lake before 6am.

A self-confessed fan of pizza, sunsets and psychological thrillers, Grace also studied Anthropology at university - a background she puts to use every day in her work with people.

Say hello to Grace in the comments! đź‘‹

Selling your business can be stressful, but knowing the value beforehand is one way to ensure you are setting yourself u...
25/08/2026

Selling your business can be stressful, but knowing the value beforehand is one way to ensure you are setting yourself up for success.

This article explains why finding out the value of your business is important and the different ways this can be calculated.

đź”— https://www.newforestwealthmanagement.co.uk/article/detail/sjpp/the-price-is-right-how-much-could-you-sell-your-business-for.html

New Forest Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 21/07/2026

Meet Paul, Chartered Financial Adviser.Paul brings over 15 years of experience in financial services, alongside a calm, ...
20/08/2026

Meet Paul, Chartered Financial Adviser.

Paul brings over 15 years of experience in financial services, alongside a calm, approachable manner and a real passion for helping clients plan with confidence.

Outside work, Paul enjoys fishing, golf, football and running. His favourite place he has visited is Buenos Aires, and his ideal meal is a good curry - lamb madras, keema naan and pilau rice included.

Before moving into financial services, Paul was a primary school teacher for several years. It is an experience that helped shape the clear, supportive way he works with people today.

Say hello to Paul in the comments! đź‘‹

Financial confidence isn't about having all the answers. It's about knowing where to find support.Major life events can ...
18/08/2026

Financial confidence isn't about having all the answers. It's about knowing where to find support.

Major life events can leave you facing decisions about pensions, savings, investments and long-term planning at a time when you're already dealing with significant change.

That's why having the right support network matters.

Read more: https://www.newforestwealthmanagement.co.uk/article/detail/sjpp/when-finances-change-overnight-inheritance-divorce-and-new-responsibilities.html

New Forest Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 28/07/2026

Meet Vikki, our Executive Director.Vikki brings energy and a real sense of adventure to the team. Outside of work, she ...
12/08/2026

Meet Vikki, our Executive Director.

Vikki brings energy and a real sense of adventure to the team. Outside of work, she loves travelling, exploring new places and taking on the challenge of cold-water swimming - however “refreshing” it may feel at the time.

One of her favourite experiences was trekking in Namibia to see desert elephants in the wild, with a recent trip to Peru coming very close behind. She’s also currently completing a Masters in Strategic Management and Leadership, somehow finding time for assignments alongside everything else.

Her ideal meal? Anything involving cheese, good bread, garlic - and dessert that definitely isn’t for sharing.

Say hello to Vikki in the comments! đź‘‹

Address

Unit 4, Shelley Lane, Ower
Romsey
SO516AS

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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