New Forest Wealth Management Ltd
About the Business
Welcome to New Forest Wealth Management Ltd, a reputable financial establishment located in the beautiful area of Ower, in Romsey. Situated at Unit 12, Shelley Lane, our institution is dedicated to catering to the financial needs and goals of individuals and businesses in the United Kingdom.
At New Forest Wealth Management Ltd, our team of experienced financial advisors provides expert advice on various financial matters such as investment planning, wealth management, retirement planning, tax planning, and much more. We understand that every client is unique, and therefore, we tailor our services to meet their individual needs.
Our focus is on building long-term relationships with our clients, ensuring that their financial wellbeing is safeguarded at all times. We are committed to providing our clients with the highest level of service, professionalism, and integrity. Our team of experts continuously monitors market trends, and they stay up-to-date with the latest financial regulations to keep our clients informed.
We take pride in being a point of interest for our clients, and we endeavour to create a welcoming environment where they feel comfortable enough to discuss their financial aspirations. We understand that financial management can be daunting, which is why we are committed to educating our clients on matters related to their finances.
Our institution is located in a prime area in Romsey, making it easy for our clients to access our services. Whether you're an individual seeking financial advice, or a business looking to make sound financial decisions, New Forest Wealth Management Ltd is the best place to be. Get in touch with us today, and let us help you achieve your financial goals.
Photos
Location & Phone number
Unit 12, Shelley Lane, Ower, Romsey SO51 6AS, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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!"
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