New Forest Wealth Management Ltd - Romsey

New Forest Wealth Management Ltd, located at Address: Unit 12 Shelley Ln, Ower, Romsey SO51 6AS, is a renowned financial advisory firm. They can be reached at Phone: 02381244266. Their website, Website: newforestwealthmanagement.co.uk, provides comprehensive information about their services.

This company specializes in Financial Advisor services. They offer a variety of solutions tailored to their clients' needs. Their team of experts is dedicated to helping individuals and businesses manage their finances effectively.

New Forest Wealth Management Ltd prides itself on its accessibility. They offer Online appointments, making it easy for clients to schedule consultations at their convenience. For those who prefer in-person meetings, the company provides On-site services. The location boasts a Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, and Wheelchair-accessible toilet, ensuring all clients can access their services comfortably.

The company understands the importance of privacy and confidentiality. Therefore, they operate on an Appointment required basis, ensuring that each client receives personalized attention and service. Additional amenities include Toilets for all visitors.

Client testimonials are a testament to the company's excellent service. Opinions: This company has 24 reviews on Google My Business with an impressive Average opinion: 5/5. This high rating reflects the company's commitment to client satisfaction and their expertise in financial management.

Reviews of New Forest Wealth Management Ltd

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.

Sharon Mcloughlin

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.

Antonio Dep

5/5

New Forest Wealth management were great in getting my Mortgage sorted. Adam in particular was super helpful, easy to get hold off and really made the process easy for me.

Sarah Barrs

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.

Limarah Crathorne

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!

debra mcandrew

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 Foreman

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.

Andy Wheatley

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.