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.
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 […]
Key Traits of Our Clients As we reflect on 2019, it’s given us an opportunity to look at our client base more closely and understanding which specific traits, characteristics and mindset get the most from our skills. Thinking Long Term You may have heard us mention this once or twice. It’s as true today […]
It's that time of year when you should be thinking about your ISA allowance, have you invested the maximum? April w… twitter.com/i/web/status/12174…
Pensions can be confusing. However, regardless of your financial situation, you should start by asking yourself t… twitter.com/i/web/status/12168…
to speak to a member of our team, please call 01489 668280
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8 Barnes Wallis Road