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