Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Long term care service
Arranging care for yourself or a loved one is an emotional and complicated time. We can help you with the important issues.
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Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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Advice for the LGBTQ+ Community
For many people, finding someone you can trust is a big step and we recognise that if you identify as LGBTQ+, it can be an even bigger step. Talking about money is a topic that most people find difficult regardless of their background or how they identify.
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Adam Johnson
New Forest Wealth Management Ltd
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Copyright St. James's Place © 2025