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.
Global markets have largely been driven by inflation sentiment since early 2021 and it seems to be a game of stick or twist for bond and fund managers. Last week the US headline rate of CPI was 5% (beating estimates of 4.7%) and UK inflation is now above the Bank of England’s 2% target. The […]
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 […]
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