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 our plans for 2020 are finalised, we have drawn up our list of what makes a SWA employee. Effectively a DNA of the people we employ. To build our company in the vision of our Managing Director and management team, we have listed the pre-requisite values and attributes that make our team what it […]
The World Economic Forum has found that many pensioners will not have enough in their savings to see them through the last years of their life. According to the economist, most Britons will run out of money more than 10 years before they die. This is because the value of pensions is not rising in […]
Get to know #SWA a little more by finding out which characteristics we look for in our employees. Read here… twitter.com/i/web/status/12036…
From getting to know you and finding out what your objectives are to putting together a tailored proposal document… twitter.com/i/web/status/11992…
Have you been wondering how old you have to be to claim a state pension? There have been changes in the state pen… twitter.com/i/web/status/11974…
to speak to a member of our team, please call 01489 668280
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Lancaster Court
8 Barnes Wallis Road
Fareham
Hampshire
PO15 5TU
