Portfolio Review Service

Our portfolio review service includes:

  • Annual review meeting with your adviser including a complete review of your financial strategy
  • Interim discussions with your adviser including an update of your financial strategy
  • Unlimited telephone and email access to your adviser and unlimited face to face access to your adviser between reviews
  • Half-yearly valuation reports
  • Our professional service provide strategic updates to your accountant and other professional advisers supplying year-end taxation information (as required) and recommending suitable professionals as needs arise ensuring that everyone on your financial team provides advice in a co-ordinated and professional way
  • Our portfolio construction service uses a scientific risk-profiling methodology. We design a suitable asset allocation model, portfolio profile and construction and we choose the right investment funds/managers for your requirements
  • Portfolio management service includes portfolio monitoring, rebalancing of asset allocation to benchmark (where applicable) written portfolio valuations and ongoing reviews of the funds/managers in your portfolio
  • Priority response service – telephone calls and emails returned within one working day.

Additonal Services

  • Inheritance tax and estate-planning service – maximising how much of your estate your beneficiaries will inherit and minimising the impact of inheritance tax on bequests you make
  • Tax planning service in conjunction with your accountant and other tax advisers
  • SIPP service – value-added strategies using Self Invested Personal Pensions (SIPPs) including specialist advice for clients who own or wish to purchase their own business practices
  • Pensions service for retirement planning, pension reviews and pension consolidation.

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.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

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.