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Southern Wealth Associates Ltd

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Fareham, United Kingdom

southernwealth.co.uk
Financial plannerInvestment service· Financial planner· Investment service

Southern Wealth Associates Ltd Reviews | Rating 5 out of 5 stars (6 reviews)

Southern Wealth Associates Ltd is located in Fareham, United Kingdom on Lancaster Court, 8 Barnes Wallis Rd. Southern Wealth Associates Ltd is rated 5 out of 5 in the category financial plannerinvestment service in United Kingdom.

Address

Lancaster Court, 8 Barnes Wallis Rd

Phone

+44 1489668280

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

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Tim Davies

Sam and Southern Wealth have improved my returns and lowered the costs I was paying with my previous wealth manager. I am delighted with the service so far and would not hesitate to recommend to anyone seeking investment advice

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Luke Bower

Great advice, friendly service and a refreshing view of wealth management.

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Cari Winter

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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chris hardman

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!

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Adam Phillimore

I am an existing client of Sam's and recently required help with investing some inheritance recieved. Once again Sam and all at SWA provided me with a clear, efficient and professional service which allowed me to fully understand where my funds have been invested and why.

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Stephen Child

Sam has been our adviser for 2 years he has our utmost respect and confidence.

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