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.
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.
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.
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.
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.
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?
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.
