New Forest Wealth Management Limited
This firm operates as an appointed representative of St. James's Place Wealth Management Plc. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Unit 4Shelley LaneOwerRomseyHampshireSO51 6ASUNITED KINGDOM- Phone
- +4402381244266
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Adam Benham
IRN AXB00517
- (3)Employed By (since 15 Sep 2025)
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Adam Michael Johnson
IRN AMJ01064
- (10)Employed By (since 12 Jan 2006)
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Andrew Stephen Greenlees
IRN AXG19055
- (5)Employed By (22 Aug 2019 to 14 Feb 2024)
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Bryan Charles Warnett
IRN BCW00010
- (5)Employed By (since 3 Apr 2024)
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Grace Emma Keppel
IRN GXK00143
- (7)Employed By (since 27 Jun 2022)
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Julie Elizabeth Clapperton
IRN JER00026
- (2)Employed By (since 13 Apr 2026)
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Lindsey Martin
IRN LXM00347
- (8)Employed By (since 20 Dec 2021)
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Oliver Benjamin Miles Harris
IRN OXH00107
- (4)Employed By (since 27 Feb 2025)
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Paul Graham Johnson
IRN PXJ25875
- (9)Employed By (since 11 Dec 2019)
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Robert Andrew White
IRN RAW01232
- (4)Employed By (24 Jul 2018 to 28 Mar 2024)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.