How we work
As Independent
Financial Advisers we are able to advise on financial products available from
all product providers. We use advanced computer software to research, compare
and select the most suitable products currently available. We are thus able to make
arrangements to maximize the benefits to our clients.
You will receive our help to
review your existing financial situation and reach a realistic assessment of
your likely needs. For this, you will need to set aside some time to talk to us -
the first one-hour consultation is free. There is no charge, and no obligation,
while we find out together if it is worth going ahead.
Depending on your
instructions we will carry out a detailed analysis based on your current situation,
and taking into account any specific plans and/or targets you may have. We will
then advise you on anything from a short term financial objective to a lifetime
financial plan, followed up with regular reviews.
You will receive
professional advice where your financial arrangements are suitable
and where they are found to be inadequate (or not covered at all).
You will also receive our help in
deciding how much provision you need to make, and the order of priority in dealing
with your finances. And, of course, it will all be sensibly balanced in relation
to your current income and future requirements.
In the majority of cases we are
able to make arrangements which clients may find difficult or time consuming to make for themselves.
All our proposals will be fully explained and costed so you will understand the precise situation before making any commitment.
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Southern Financial Services Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do)FSA Registration No: 174623 The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, offshore investments or school fees planning. The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only. Please read our Privacy Statement before completing any enquiry form or before sending an email to us. Southern Financial Services Ltd Neither Southern Financial Services Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
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