Expertise
- Inheritance Tax Planning
- Income Protection
- Pension Transfers
- family protection
- Investment
- Wealth Management
- Pensions
- ISA's
- investment planning
- Pensions on Divorce
Summary
I am passionate about helping individuals and families navigate their financial journey with confidence. Backed by the expertise and resources of New Forest Wealth Management Ltd, a Senior Partner Practice at St. James’s Place, I provide tailored advice on wealth management, investments, pensions, and financial protection to ensure my clients achieve their long term objectives and plans.
I take the time to truly understand each client’s unique situation, objectives, and long-term goals. From this foundation, we create a tailored financial strategy that is adaptable, regularly reviewed, and designed to deliver the right outcomes over time.
Who I Work With:
✔ Families & Individuals
✔ Business Owners
✔ Sole Traders
✔ Education Providers & Community Groups
How I Can Help:
🔹 Retirement & Exit Planning*
🔹 Advanced Tax & Investment Planning
🔹 Trust & Estate Planning**
🔹 Offshore Investments & Trusts
🔹 Pension Analysis & Drawdown Strategies
🔹 Mortgage Services (Residential & Buy-to-Let)
🔹 Self-Invested & Small Self-Administered Pension Schemes
🔹 Inheritance Tax Planning
🔹 Personal, Employee & Business Protection (Life Cover, Critical Illness, Private Medical Insurance)
🔹 Long-Term Care Solutions
🔹 Specialist General Insurance
At New Forest Wealth Management, we provide expert, bespoke financial solutions tailored to your needs. Whether you’re planning for retirement, growing your wealth, or protecting your future, I am here to guide you every step of the way.
📩 Let’s connect to discuss how I can support your financial journey.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
*Exit planning may involve the referral to a service which is separate and distinct to those offered by St. James's Place.
**Trusts and some buy to let mortgages are not regulated by the Financial Conduct Authority.
The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. New Forest Wealth Management is a trading name of New Forest Wealth Management Limited.
SJP Approved 14/04/2025
Interests and Hobbies
Outside of work, I am highly active and maintain a consistent fitness routine. I play golf regularly, which not only allows me to enjoy the sport but also provides valuable opportunities for focus, strategy, and networking. In addition, I keep physically fit through a combination of running and weight training, ensuring a balance of cardiovascular endurance, strength, and overall wellbeing.
