Southern Wealth Associates Ltd 8 Barnes Wallis Road, Fareham PO15 5TU
About the Business
Southern Wealth Associates Ltd is a reputable establishment located in the heart of Fareham, United Kingdom. As a financial institution, we provide a range of services to help our clients manage their wealth, investments, and assets. Our team of experienced professionals is dedicated to offering tailored financial solutions that meet the unique needs and goals of each individual and business.
At Southern Wealth Associates Ltd, we believe in building long-term relationships with our clients. We take the time to understand their financial objectives, risk tolerance, and investment preferences. With this knowledge, we provide expert guidance, advice, and support to help them make informed decisions that positively impact their financial future.
Our dedicated team offers a range of services that include investment management, wealth planning, tax planning, retirement planning, and more. We also work closely with some of the leading financial institutions, bringing our clients expert insights and access to a wide range of financial products and services.
Our offices are conveniently located at Lancaster Court, 8 Barnes Wallis Rd, making it easy for clients to visit us in person. Additionally, we offer remote consultations for those unable to meet with us in person.
At Southern Wealth Associates Ltd, we are passionate about providing exceptional service to all of our clients. Whether you are an individual looking to grow your wealth or a business seeking expert financial advice, we are committed to partnering with you to help you achieve your financial goals. Contact us today to schedule a consultation!
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Location & Phone number
Lancaster Court, 8 Barnes Wallis Rd, Fareham PO15 5TU, United Kingdom
Hours open
Monday:
08:30 - 18:00
Tuesday:
08:30 - 18:00
Wednesday:
08:30 - 18:00
Thursday:
08:30 - 18:00
Friday:
08:30 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Great advice, friendly service and a refreshing view of wealth management."
"I've been with Sam O'Mara for a few years now after a recommendation from a friend. He helped me structure my finances in a way that would go onto help me purchase my first property. He is awesome, friendly and always available for great advice when needed!"
"Sam has been our adviser for 2 years he has our utmost respect and confidence."
"Southern Wealth Associates have been extremely helpful in arranging my Pension and Protection. They explained everything clearly and I wouldn't hesitate to recommend them."
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