Financial Planning

Although wealth management may be seen as the key to the long-term success of meeting financial objectives, this cannot be achieved without substantial recourse to effective financial planning.

By conducting a thorough review of our clients' financial position, we are able to deliver not only the appropriate blend of investments, but also the most effective approach to help meet requirements for tax efficiency, liquidity and flexibility.

Our approach of developing long-term relationships with clients means that we are able to work with them over time, recommending adjustments to their arrangements as necessary, for example, in response to changes in legislation.

We aim to provide top quality wealth management and financial planning services working in tandem. Our staff are highly qualified, and we constantly challenge them to further their knowledge through examinations and continuing professional development.

We have also established close links with some of the pre-eminent professional service firms on the South Coast. These contacts help us provide a comprehensive service to clients in specialist areas where, for example, solicitors and accountants will have the relevant expertise. This ensures we are able to deliver a fully rounded service encapsulating all of the changing financial needs and objectives of our clients throughout their lifetime.

 

Southern Financial Services Ltd t/a LAfinancial was established in 1995

Southern Financial Services Ltd is authorised and regulated by the Financial Conduct Authority (www.fca.org.uk). FCA Registration No: 174623

The Financial Conduct 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 regulation regime and is therefore targeted at consumers based in the UK only.

In the event of any complaint about the advice you receive or a product you have bought, please write to The Compliance Manager, LAfinancial, Russell House, Oxford Road, Bournemouth, BH8 8EX. Tel: 01202 786199. Following that, in the unlikely event that we are unable to settle a complaint, you may be able to refer it to the Financial Ombudsman Service (FOS). Full details of the FOS can be found on it’s website at www.financial-ombudsman.org.uk.

Disclaimer:  This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Southern Financial Services Ltd for advice.

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Southern Financial Services Ltd
Registered Address:
Russell House
Oxford Road
Bournemouth
Dorset
BH8 8EX

Registered in England & Wales, No. 3058638 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.