New Forest Wealth Management Ltd - Romsey

Okay, here’s a comprehensive overview of New Forest Wealth Management Ltd, presented in a formal and approachable style, suitable for a potential client:

Introduction to New Forest Wealth Management Ltd

New Forest Wealth Management Ltd is a highly regarded financial consultant firm dedicated to providing personalized wealth management solutions. They operate from a strategically located office at Unit 4 Shelley Ln, Ower, Romsey SO51 6AS, United Kingdom. Clients can readily reach them via telephone at 2381244266 or through their informative website: newforestwealthmanagement.co.uk. The company prides itself on building strong, trusting relationships with its clients, offering a discreet and professional service.

Location and Accessibility

The office is situated in a convenient location within Romsey, providing easy access for clients in the surrounding area. New Forest Wealth Management Ltd is committed to ensuring accessibility for all. Their premises feature a wheelchair accessible entrance, parking lot, restroom, seating, and designated accessible pathways. This demonstrates a genuine commitment to inclusivity and caters to diverse client needs.

Services Offered – A Focused Approach

While primarily offering financial consulting, New Forest Wealth Management Ltd specializes in assisting clients with key financial decisions. They are particularly recognized for their expertise in areas such as equity release mortgages, including Retirement Interest Only (RIO) mortgages – as evidenced by client testimonials highlighting their effective negotiation skills and clear communication regarding complex processes. Furthermore, the firm also supports clients seeking to remortgage their properties, ensuring they receive tailored advice and support throughout the entire process.

Client Experience and Feedback

Based on available feedback, New Forest Wealth Management Ltd consistently receives outstanding reviews. The company’s commitment to client communication and responsiveness appears to be a significant factor in its positive reputation. Clients frequently commend the dedicated and knowledgeable advisors, particularly Adam Benham, who is known for his thoroughness and availability. The overall average opinion is 5/5, suggesting a consistently high level of satisfaction. The 25 reviews on Google My Business offer further insight into the positive experiences clients have had.

Convenient Service Options

Recognizing the demands of modern life, New Forest Wealth Management Ltd offers both online appointments and onsite services. Appointments are generally required to ensure dedicated attention and allow for in-depth discussions about individual financial goals.

Key Contact Information

| Feature | Details |
|--------------------|-------------------------------|
| Address | Unit 4 Shelley Ln, Ower, Romsey SO51 6AS |
| Phone | 2381244266 |
| Website | newforestwealthmanagement.co.uk |

Concluding Recommendation

For individuals seeking a professional, reliable, and client-focused financial consultant, New Forest Wealth Management Ltd presents an excellent choice. Their dedication to accessibility, combined with their specialized knowledge and consistently positive client feedback, makes them a trustworthy partner in achieving your financial objectives. We strongly encourage prospective clients to visit their website – newforestwealthmanagement.co.uk – to schedule an initial consultation and explore how they can tailor a solution to your specific needs.

👍 Reviews of New Forest Wealth Management Ltd

Gordon S.

5/5

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.

Darryl S.

5/5

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.

debra M.

5/5

All the staff at New Forest Wealth Management have always been so helpful & responsive in dealing with the financial support we have needed over many years of using their services. This has related to financial considerations we have needed to make whether it has been health, care needs, retirement or short & long term financial considerations. I cannot thank Grace, our partner, enough in helping us through the minefield of registering various trusts with HMRC & navigating the issues relating to probate certification. The team go over & beyond and are totally professional. I would highly recommend for all types of financial advice to give you the help & security you may need.

Clair F.

5/5

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.

Limarah C.

5/5

Paul Johnson is an exceptional Financial Advisor who provided us with expert guidance on retirement planning, pension management, and business planning. His in-depth knowledge and clear communication made the entire process seamless and reassuring. Paul's professionalism and genuine care for his clients set him apart. If you're looking for a top-notch advisor, Paul Johnson is the one to trust. Highly recommended!

Sarah B.

5/5

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.

Andy W.

5/5

I have worked with many financial advisers in both a professional and personal capacity and can safely say that Adam and his team at New Forest are exceptional. Their knowledge is outstanding but what sticks out most is the way they look after you with a deep sense of care, providing not just excellent financial advice but also support and understanding of your individual circumstances. I have no hesitation in recommending them.

Sharon M.

5/5

The appointment I had with Simon Cook exceeded my expectations. I was made to feel comfortable and supported. The advice came with no pressure, and it was very clear that it was delivered with a full knowledge on all matters financial. Thank you, and I feel confident that going forward my finances will be in safe hands.