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Southover Wealth are a team of experts with the sole objective to be a coach to support and progress your financial well-being and help you achieve the goals and aspirations that you have now and for the longer term.
Planning for a secure future, be it for yourself, your family, or your business, is one of the most important steps you will ever take.
We are committed to building and sustaining long-term relationships based on trust, superior service, and the quality of our initial and ongoing advice which is often in the following areas:
- Investment & retirement planning for growth and/or income
- Corporate and personal risk management
- Inheritance tax mitigation and estate planning
- Extracting profits from businesses tax efficiently and planning aspects of exit strategies
- Residential and access to commercial mortgages
Through the Southover Plan; we will give initial and ongoing recommendations which is adjusted on a yearly basis to ensure that our advice is always being updated to your circumstances. A good coach is always there to support you, give you a plan to succeed and to always be there when needed.
Through our privileged position of being a Partner Practice of the award winning St. James's Place we have access to their distinctive investment proposition for our clients and all of the advice we give is guaranteed.