Southover Wealth

Southover Wealth are a team of experts with the sole objective to be a coach to support and progress your financial well-being to 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 want your experience to be positive in every sense and for all your dealings with us to meet with your complete satisfaction. 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 - Risk management - Inheritance tax - SME & Corporate advice Through the Southover Plan; we 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 and give you a plan towards success. With our privileged position of being a Senior Partner practice of St. James’s Place we have access to their investment proposition for our clients and St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website at www.sjp.co.uk/products. Southover Wealth is an Appointed Representative of and represents only St. James's Place (which is authorised and regulated by the Financial Conduct Authority). The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Senior Partner Practice’ are marketing terms used to describe St. James's Place representatives. Southover Wealth is a trading name of Southover Wealth Ltd. SJP Approved 21/10/2024