New Forest Wealth Management
Paying for care can be an expensive and long term commitment. There are pros and cons to the funding solutions available, so it is essential to seek financial advice from a specialist adviser as early as possible to find the right solution to suit your individual needs. Whether you are concerned about saving for care home fees in the future, or facing the possibility of needing to pay these fees now, New Forest Wealth Management can help you and your family with the options available.
In terms of charges and costs, there is no cost for a meeting; we are happy to conduct a review of your circumstances and then prepare a report to outline your options. Depending what then is recommended will determine if we get paid for the advice. If we ultimately take over the management of your investments or pensions, for example, the current fees you pay to your existing providers will partly come to us to cover the cost of our advice. We will explain this in more detail as and when we get anywhere near that stage.
Monday to Friday, daytime and evening appointments available.
Areas Covered
- Aldershot
- Alton
- Alverstoke
- Andover
- Ashurst
- Barton on Sea
- Basingstoke
- Bishop Waltham
- Bordon
- Brockenhurst
- Chandlers Ford
- Eastleigh
- Emsworth
- Fareham
- Farnborough
- Farnham
- Fleet
- Fordingbridge
- Gosport
- Havant
- Hayling Island
- Hedge End
- Horndean
- Hythe and Dibden Purlieu
- Lee on Solent
- Liphook
- Liss
- Locks Heath
- Lymington
- Lyndhurst
- Milford on Sea
- Netley Abbey
- New Milton
- Petersfield
- Portsmouth
- Ringwood
- Romsey
- Southampton
- Stockbridge
- Totton
- Waterlooville
- West End
- Wickham
- Winchester