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.
It goes without saying that it has been an volatile time for investors since the turn of the year and the recent recovery poses new challenges and questions. There is a large disconnect between economic data and the performance of developed indices, particularly in the US, and this is causing confusion and nervousness among longer […]
Having recently competed with a large wealth manager for some pension business it was truly shocking to see the difference in cost and also the historic returns of our solutions. The performance of the competitor’s portfolio over 1 month, 3 months, 6 months, 1 year, 3 years and 5 years was comparably awful. It was […]
to speak to a member of our team, please call 01489 668280
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8 Barnes Wallis Road