Our Services
We believe that a clear and personal understanding is required of each client's present and future financial needs. Long-term strategies are then established and plans developed, taking into account client circumstances, in order to meet all financial objectives.
Specialist investment analysis is utilised to keep advisers and clients updated, with regular reviews taking place to ensure plans are on track. Our main areas of activity are:
- Wealth Management
- Personal and Family Protection
- Financial Planning
- Retirement Planning
- Employee Benefits
- Mortgage and
Re-Mortgage Services
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| Click here for our Initial Disclosure Document |
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Southern Financial Services Ltd is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). 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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