Paul has been with working with New Forest Wealth Management as a financial adviser for several years and has built trusted relationships with his clients. He has earned a reputation for working hard for his clients and delivering no-nonsense advice. His clients value his integrity and his ability to explain matters clearly and concisely.

He has continued his professional development journey and has qualified as an advanced will writer, and been awarded Chartered Financial Adviser status. This in-depth knowledge means he is able to help clients with holistic advice, as well as focusing on his specialisms: retirement planning and advising SME owners.

Paul is kept busy in his personal time by two young children, a love of golf and fishing, and a dedication to running.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

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Adam Johnson

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