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.

Investing for Children

Time to take saving for your children seriously?

It’s natural for investors to open savings accounts or cash ISA’s for their children and watch it mature at a rather slow rate. Effectively this is long term planning, so why not see even greater returns by considering equity portfolios to maximise the benefits of the time they have.

Latest Tweets

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…
January 15, 2020 1:25 pm
Pensions can be confusing. However, regardless of your financial situation, you should start by asking yourself t… twitter.com/i/web/status/12168…
January 13, 2020 8:03 pm
Delighted to share our charity plans for 2020. Read the full news item here bit.ly/2rHhlpn #SWA… twitter.com/i/web/status/12141…
January 6, 2020 12:07 pm

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

Contact Us

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Lancaster Court
8 Barnes Wallis Road
Fareham
Hampshire
PO15 5TU