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At Southern Wealth Associates, we pride ourselves on being a dedicated and independent financial advisory firm, providing bespoke wealth management services to individuals and businesses across London and the South. Our team of experienced and knowledgeable professionals is passionate about helping our clients achieve their financial goals, ensuring that they fulfill their maximum potential.
Our Purpose
Our purpose is to ensure that our clients fulfill the maximum potential of the wealth they accumulate. We achieve this with a combination of tailored financial planning alongside our unique investment offering, the Personal Wealth Service (PWS). Our wealth management services encompass a wide range of complex options, including tax-efficient investing, investment modeling, risk assessments, and sustainable withdrawals. We use our expertise to provide our clients with optimum investments and solutions tailored to their personal needs.
How We Work
Our bespoke approach sets us apart from other financial advisory firms. We believe that every client is unique, with distinct financial goals and objectives. Our team takes the time to understand each client's individual circumstances, providing personalized financial planning and investment advice. Our comprehensive financial planning process involves five key stages: Discovery Meeting & Fact Find, Research & Analysis, Presentation & Explanation, Implementation, and Reviews & Servicing.
Investment Strategy
Our Personal Wealth Service (PWS) is designed to provide clients with a bespoke and proactive investment strategy. By restricting investor numbers, we can offer personalized fund switch recommendations, improving investor outcomes over the longer term. As an independent firm, we have the freedom to review the entire market for the most appropriate investment funds, ensuring that our clients' investments are aligned with their objectives and risk preferences.
Our Values
At Southern Wealth Associates, we are committed to professionalism, independence, and a client-centric approach. Our experienced team of advisors is dedicated to providing exceptional service, ensuring that our clients receive tailored financial planning and investment advice that meets their unique needs.
Our Fee Structure
We are transparent about our fees, ensuring that our clients are fully informed about the costs associated with our services. Our fee structure is designed to be clear and straightforward, with details of our costs provided in advance of any chargeable work.
Overview of Reviews
The reviews of Southern Wealth Associates are overwhelmingly positive, with all reviewers giving a 5-star rating.
Excellent Service and Advice
The reviewers praise the excellent service and advice provided by Southern Wealth Associates, particularly Sam O'Mara. They mention improvements in their financial returns, lowered costs, and structured finances that have helped them achieve their goals, such as purchasing a property.
Friendly and Helpful
The reviewers also commend the friendly and helpful nature of the staff, with some mentioning the ease of communication and the clarity of explanations provided.
Highly Recommended
All reviewers would highly recommend Southern Wealth Associates to anyone seeking investment advice, with some mentioning they would not hesitate to do so.
