Personal Wealth Management

Our purpose is to ensure that our clients fulfil the maximum potential of the wealth they accumulate.

We achieve this with a combination of tailored financial planning alongside Southern Wealth Associates’ unique investment offering – Personal Wealth Service (PWS). Professional wealth management encompasses many different complex options such as tax efficient investing, investment modelling, risk assessments, capital preservation, sustainable withdrawals etc. We use our expertise to provide you with the optimum investments and solutions which are most suitable for your personal needs. It is our view that to provide a service which exceeds our clients expectations we must ensure all our work is truly bespoke to them – something which is not common in our industry today. This attention to personal detail and passion for investing forms the cornerstone to our wealth management service.

About Us

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.

How We Work

Build Your Wealth

Protect Your Wealth

Enjoy Your Wealth

Pass On Your Wealth

Investment Strategy

Personal Wealth Service

Our Personal Wealth Service (PWS) was created from wanting to offer clients a bespoke and proactive investment strategy. Restricting investor numbers affords us the time to make personalised fund switch recommendations as we see fit. It is our view that this can improve investor outcomes over the longer term. Our independent status allows to review the whole market for the most appropriate investment funds without restriction. Due to the active nature of the PWS, clients will experience a continuously evolving  solution throughout their investment lifecycle – ensuring your investments are in line with your objectives and risk preferences is crucial to this strategy.