Services

Southern Wealth Associates are Independent Financial Advisers who specialise in Investments, Pensions & Retirement, Protection, Estate Planning, Tax Planning and Corporate Advice.

Pensions & Retirement

With the ever changing landscape of pension legislation in UK, planning for your retirement can be extremely complex. This enhances the need to take careful advice prior to making any important decisions. Southern Wealth Associates will work with you by assessing your personal needs and financial standing to establish the best type of retirement plan for you.

Protection

Changes to your health can have a major impact on your financial circumstances, especially if you are unable to continue working. You may feel that your employer or personal policies provide you with adequate protection, but it is always advisable to check. We can run a comprehensive review on your arrangements and advise on any changes that may need to be made. You can then be confident that you and your loved ones are protected, should the worst ever happen.

Latest Tweets

Investment in the UK’s artificial intelligence (AI) companies has reached record levels after the first six months… twitter.com/i/web/status/11724…
September 13, 2019 11:15 am
Business secretary Andrea Leadsom will co-chair Business Finance Council to help small business access working capi… twitter.com/i/web/status/11713…
September 10, 2019 9:38 am
A new survey has suggested that almost half of over 55s are not feeling prepared for their retirement years.… twitter.com/i/web/status/11709…
September 9, 2019 9:13 am

to speak to a member of our team, please call 01489 668280

Contact Us

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