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.
Sam O'Mara - Director Since completing his degree in Business Economics Sam has spent many years studying his profession, which ultimately led to him becoming a Chartered Financial Planner. Sam is a great believer in using knowledge, qualifications and professionalism to enhance the status of the industry. This approach has enabled him to offer expert advice to his clients for over 10 years, which in turn has resulted in lasting relationships.
Sam’s spare time is spent largely with his family and his main interests include golf, football and travelling.
Caroline O'Mara - Office & HR Manager Caroline has vast experience running her own successful company and is responsible for overseeing the efficient management of the office and the HR side of the business. She takes great pride in looking after the welfare of all employees at Southern Wealth Associates, and is involved in key decisions in order to continue to grow the business.
Caroline is passionate about performing arts and is also a professional singer – when not busy with her work commitments, she enjoys relaxing with her family and friends.
Michael Mills - Operations Manager Mike has over 8 years experience within the financial services industry building up a wealth of knowledge along the way, and has achieved his Diploma for Financial Advisers (DipFA). Mike has been with the company since its inception and his role encompasses managing all aspects of the business on a daily basis.
When not in the office Mike can be found socialising with friends, on the tennis court or enjoying a round of golf – weather permitting.
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…
Delighted to share our charity plans for 2020. Read the full news item here bit.ly/2rHhlpn #SWA… twitter.com/i/web/status/12141…
to speak to a member of our team, please call 01489 668280
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
Lancaster Court
8 Barnes Wallis Road
Fareham
Hampshire
PO15 5TU