Adam Johnson

Director of New Forest Wealth Management Ltd @St. James's Place

Romsey, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2006 — Present

Director of New Forest Wealth Management Ltd @St. James's Place

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Southampton, GB

As a Senior Partner Practice of St. James’s Place Wealth Management, I provide a wide range of wealth management services to individuals, trusts, charities, and corporate clients. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

EDUCATION

1997 — 2000

University of Southampton

Bsc (Hons), Politics and International Relations

N/A

University of Gloucestershire

Master of Science - MS, Finance, General

2000 — 2001

University of York

MA, Political Theory

SKILLS

Financial AdvisoryFinancePensionsSavingsIncome TaxLong-Term CareRetirement SolutionsInheritance Tax PlanningWealthRetirement PlanningLong Term CareFinancial ServicesTrustsFinancial PlanningMortgage LendingMortgageWillsWealth Management ServicesInvestmentsPowers of AttorneyWealth ManagementPension Funds

ABOUT ADAM JOHNSON

Let’s turn your goals into a financial plan that gives you clarity and peace of…

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