Income Tax Help Associations, Investment Companies
Southern Wealth Associates Ltd
Southern Wealth Associates Ltd is a financial services company located in Fareham, England. They specialize in income tax help associations, investment companies, and associations. Their team of experts is dedicated to providing top-notch financial services to their clients.
Introduction to Southern Wealth Associates Ltd
Southern Wealth Associates Ltd is a financial services company based in Fareham, England. The company was founded with the aim of helping individuals and businesses with their financial needs. What makes this company unique is their personalized approach to each client's financial situation. They take the time to understand their clients' needs and goals and tailor their services accordingly.Services & Products
Southern Wealth Associates Ltd offers a wide range of financial services, including income tax help, investment advice, and financial planning. They also provide services to associations and investment companies. Customers can buy various financial products from the company, such as insurance policies, mutual funds, and stocks.Location
Southern Wealth Associates Ltd is located in Lancaster Court, which is situated on Barnes Wallis Road in Fareham. The area is known for its thriving business community, with many businesses in the financial and tech industries. Customers can expect to experience a professional and friendly environment when visiting the company. The nearest public transportation options are Fareham train station (1.4 miles), Fareham bus station (1.3 miles), and Fareham West Street Bus Stop (0.3 miles).Benefits
Customers should choose Southern Wealth Associates Ltd because of their personalized approach to financial services. The company takes the time to understand their clients' unique needs and offers tailored solutions to help them achieve their financial goals. They also have a team of experienced professionals who are dedicated to providing excellent customer service.Good to Know
Customers should be aware that Southern Wealth Associates Ltd is a fee-based company. This means that they charge a fee for their services, rather than earning commissions from selling financial products. This ensures that their clients receive unbiased advice and recommendations.Reviews
Customers have praised Southern Wealth Associates Ltd for their professional and friendly service. They appreciate the company's personalized approach to financial services and the team's expertise in the field. Clients feel that they can trust the company to provide them with unbiased advice and recommendations. Overall, customers are satisfied with the services provided by Southern Wealth Associates Ltd.Amenities
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tax advice -
tax planning
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tax preparation
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professional assistance
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online support
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financial guidance
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tax refunds
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tax filing
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tax representation
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tax resolution
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financial advice
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retirement planning
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investment portfolio
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wealth management
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online trading
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brokerage account
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mutual funds
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stocks
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bonds
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etfs
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financial planning
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insurance
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risk management
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financial education
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trust services
FAQ
How do you ensure client investments are secure?
At Southern Wealth Associates Ltd, we prioritize the security of our clients' investments. We take several measures to ensure the safety of our clients' assets, including diversification of investments, regular monitoring of market conditions, and working with reputable financial institutions. We also maintain strict confidentiality and data protection measures to prevent unauthorized access to our clients' information.What services do you offer and what is the cost for each service?
We offer a range of financial services, including tax planning and preparation, investment management, retirement planning, and estate planning. The cost of each service varies depending on the complexity of the client's needs and the scope of the work involved. We provide personalized quotes for each client based on their specific situation.How do you handle communication with the IRS on behalf of your clients?
We have a team of experienced tax professionals who are well-versed in communicating with the IRS on behalf of our clients. We handle all correspondence, including audits and inquiries, and work to resolve any issues in a timely and efficient manner. We keep our clients informed throughout the process and ensure that their rights and interests are protected.Can you provide references or testimonials from previous clients?
Yes, we are happy to provide references and testimonials from previous clients upon request. We have a strong track record of delivering high-quality financial services and building long-term relationships with our clients. We are proud of the positive feedback we have received from our satisfied clients.Are you available year-round for tax questions or only during tax season?
We are available year-round to answer our clients' tax questions and provide ongoing support. We believe that maintaining regular communication with our clients is essential to building strong relationships and providing the best possible service. Whether it's tax season or not, our team is always here to help our clients navigate the complex world of finance.Reviews
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Luke Bower
Great advice, friendly service and a refreshing view of wealth management.
29-05-2020
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chris hardman
I've been with Sam O'Mara for a few years now after a recommendation from a friend. He helped me structure my finances in a way that would go onto help me purchase my first property. He is awesome, friendly and always available for great advice when needed!
29-05-2017
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Stephen Child
Sam has been our adviser for 2 years he has our utmost respect and confidence.
29-05-2017
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Cari Winter
Southern Wealth Associates have been extremely helpful in arranging my Pension and Protection. They explained everything clearly and I wouldn't hesitate to recommend them.
29-05-2017
