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.
As the 2020/21 tax year end is fast approaching, it is a good time to consider if you are being efficient with your savings and investments. For the purposes of this article and our investment clients the two key areas we will focus on are: – Annual ISA allowance of £20,000 – Annual Pension allowance […]
The upcoming US election is a topic which is at the front of many of our recent investor review meetings here at Southern Wealth Associates, and as such we thought it would be worth writing about some of our thoughts. The big day is less than three weeks away and all eyes are looking at […]
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8 Barnes Wallis Road