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Southern Wealth Associates

About Us

Southern Wealth Associates Ltd provide Chartered Financial Advice and Wealth Management services to a range of businesses and individuals across London and the South. We are fully independent and regulated by the Financial Conduct Authority (FCA).

An experienced, knowledgeable and progressive practice, at Southern Wealth Associates we pride ourselves on our dedication to professionalism. We employ a skilled support team who work hard to deliver a quality service that is focused entirely on you – the client.

Our advisers are highly qualified and able to advise on all aspects of financial planning. We aim to add value by working closely with other professionals such as your accountant and solicitor in order to ensure that you receive a holistic solution for your needs.

Our Client Services

Investment Advice

Investments Strategy Wealth Management Southern Wealth Associates Fareham Portsmouth Southampton Chichester Winchester Petersfield Bournemouth Andover Basingstoke Isle of Wight Hampshire

Pensions & Retirement Planning

Financial Planning for Business

Tax Planning

Sustainable Investing

Risk Analysis

Investment Strategy

Personal Wealth Service (PWS)

Our Personal Wealth Service (PWS) was created from wanting to offer clients a bespoke and proactive investment strategy.