Southern Wealth Associates are Independent Financial Advisers who specialise in Pensions, Investments and Wealth Management. Based in Fareham, Hampshire, we cover all aspects of financial planning on a fully independent basis, meaning we can provide you with impartial and bespoke financial advice. Southern Wealth Associates Ltd provide Chartered Financial Advice and Wealth Management services to a range of businesses and individuals across London and the South.
We are fully independent and regulated by the Financial Conduct Authority (FCA). An experienced, knowledgeable and progressive practice, at Southern Wealth Associates we pride ourselves on our dedication to professionalism. We employ a skilled support team who work hard to deliver a quality service that is focused entirely on you - the client. Our advisers are highly qualified and able to advise on all aspects of financial planning.
We aim to add value by working closely with other professionals such as your accountant and solicitor in order to ensure that you receive a holistic solution for your needs.
We are fully independent and regulated by the Financial Conduct Authority (FCA). An experienced, knowledgeable and progressive practice, at Southern Wealth Associates we pride ourselves on our dedication to professionalism. We employ a skilled support team who work hard to deliver a quality service that is focused entirely on you - the client. Our advisers are highly qualified and able to advise on all aspects of financial planning.
We aim to add value by working closely with other professionals such as your accountant and solicitor in order to ensure that you receive a holistic solution for your needs.
Services
Southern Wealth Associates are Independent Financial Advisers who specialise in Investments, Pensions & Retirement, Protection, Estate Planning, Tax Planning and Corporate Advice.
At Southern Wealth Associates we believe that investment success stems from the use of a consistent, well researched process.
Using knowledge and expertise combined with innovative analytics tools, we are able to ensure that our clients receive market leading advice.
With the ever changing landscape of pension legislation in UK, planning for your retirement can be extremely complex.
At Southern Wealth Associates we believe that investment success stems from the use of a consistent, well researched process.
Using knowledge and expertise combined with innovative analytics tools, we are able to ensure that our clients receive market leading advice.
With the ever changing landscape of pension legislation in UK, planning for your retirement can be extremely complex.
The first part of our process is getting to know you and what your objectives are.
We use this meeting to carry out a 'Fact Find', whereby we gather all the relevant information from you in order to provide the advice you require.
At this point we would outline the next steps should you wish to proceed further with us.
Following our initial discussions we will interpret all of the information we have gathered and determine how this can be applied to your objectives.
This stage may involve speaking to providers of existing plans that you have by way of a 'Letter of Authority'.
We use this meeting to carry out a 'Fact Find', whereby we gather all the relevant information from you in order to provide the advice you require.
At this point we would outline the next steps should you wish to proceed further with us.
Following our initial discussions we will interpret all of the information we have gathered and determine how this can be applied to your objectives.
This stage may involve speaking to providers of existing plans that you have by way of a 'Letter of Authority'.
It is of paramount importance to us that we ensure our clients have a good understanding of investment risk.
We use our expertise to find the right blend between investment performance and long term financial security in order to meet your objectives.
We carry out a risk assessment with all our clients to ensure that you are comfortable with our recommendations.
Investing intelligently can help you plan for the future and we know having peace of mind that your investments are in experienced hands is important.
We use our expertise to find the right blend between investment performance and long term financial security in order to meet your objectives.
We carry out a risk assessment with all our clients to ensure that you are comfortable with our recommendations.
Investing intelligently can help you plan for the future and we know having peace of mind that your investments are in experienced hands is important.
The decisions you make today will have a large impact on your standard of living in retirement.
It is crucial that you take the time to consider your objectives and how likely you are to meet them.
The advice we provide will ensure you are making the right decisions; are you saving enough?
Are you doing so in a tax efficient manner?
What are your investment options?
As pension and retirement specialists, we are fully equipped to provide you with enough information about the wide range of retirement options you have available.
It is crucial that you take the time to consider your objectives and how likely you are to meet them.
The advice we provide will ensure you are making the right decisions; are you saving enough?
Are you doing so in a tax efficient manner?
What are your investment options?
As pension and retirement specialists, we are fully equipped to provide you with enough information about the wide range of retirement options you have available.
A Term life insurance plan is the most simplistic form of life insurance and is usually the cheapest way to insure your life.
It covers you for a fixed period and pays out a one-off lump sum if you pass away during the policy term.
This type of plan is designed for those who want to leave a lump sum in the event of their death within a specified time period whilst keeping cost to a minimum.
Term assurance can protect your family from the financial implications of a personal tragedy and is particularly important if you have young children or dependents.
It covers you for a fixed period and pays out a one-off lump sum if you pass away during the policy term.
This type of plan is designed for those who want to leave a lump sum in the event of their death within a specified time period whilst keeping cost to a minimum.
Term assurance can protect your family from the financial implications of a personal tragedy and is particularly important if you have young children or dependents.
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