Wealth Management

We have been providing independent wealth management since 1995. We believe in developing a long-term working relationship with clients, based on a premise of transparency, integrity and treating our clients fairly.

Our financial planning service is based on a clear understanding of our client's financial situation, goals and attitude to investment risk. Through our application of independent, primarily fee-based services and our ethos of working closely with clients and their professional representatives, we have established ourselves as the trusted wealth advisers to many clients.

In tandem with our wealth management service is our financial planning service. Together these represent the cornerstones of our offering to private clients. The appropriate management of wealth is imperative in meeting financial planning objectives. This is combined with effective tax mitigation advice, often in relation to inheritance tax (IHT), to help maximise investment returns in the most cost effective and tax efficient manner.

We have been providing independent wealth management and financial planning services for many years.

We have a compelling approach to wealth management that is most suited to investors with assets in excess of £100,000.

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

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.