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SOUTHERN WEALTH ASSOCIATES LIMITED

Company
SOUTHERN WEALTH ASSOCIATES LIMITED (09853560)

SOUTHERN WEALTH ASSOCIATES

Phone: 01489 668 280
A⁺ rating

ABOUT SOUTHERN WEALTH ASSOCIATES LIMITED

Southern Wealth Associates Ltd was created by Chartered Financial Adviser and Managing Director – Sam O’Mara.

The company provides regulated and independent financial advice to a wide range of businesses and individuals across London and the South.

An experienced, knowledgeable and progressive practice, at Southern Wealth Associates we pride ourselves on our dedication to professionalism.

Since completing his degree in Business Economics Sam has spent many years studying his profession, which ultimately led to him becoming a Chartered Financial Planner. Sam is a great believer in using knowledge, qualifications and professionalism to enhance the status of the industry. This approach has enabled him to offer expert advice to his clients for over 10 years, which in turn has resulted in lasting relationships.

Caroline has vast experience running her own successful company and is responsible for overseeing the efficient management of the office and the HR side of the business. She takes great pride in looking after the welfare of all employees at Southern Wealth Associates, and is involved in key decisions in order to continue to grow the business.

Mike has over 8 years experience within the financial services industry building up a wealth of knowledge along the way, and has achieved his Diploma for Financial Advisers (DipFA). Mike has been with the company since its inception and his role encompasses managing all aspects of the business on a daily basis.

KEY FINANCES

Year
2017
Assets
£144.11k ▲ £106.72k (285.40 %)
Cash
£141.1k ▲ £106.7k (310.19 %)
Liabilities
£50.4k ▲ £13k (34.75 %)
Net Worth
£93.71k ▼ £93.72k (-937,170.00 %)

REGISTRATION INFO

Company name
SOUTHERN WEALTH ASSOCIATES LIMITED
Company number
09853560
Status
Active
Categroy
Private Limited Company
Date of Incorporation
03 Nov 2015
Age - 6 years
Home Country
United Kingdom

CONTACTS

Website
southernwealth.co.uk
Phones
01489 668 280
Registered Address
LANCASTER COURT,
8 BARNES WALLIS ROAD,
FAREHAM,
HAMPSHIRE,
UNITED KINGDOM,
PO15 5TU

ECONOMIC ACTIVITIES

70221
Financial management

THIS BUSINESS IN SOCIAL MEDIA

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LAST EVENTS

19 Dec 2016
Total exemption small company accounts made up to 30 November 2016
04 Nov 2016
Confirmation statement made on 2 November 2016 with updates
07 Jul 2016
Registered office address changed from 6 Stag Way Funtley Fareham Hampshire PO15 6TW England to Lancaster Court 8 Barnes Wallis Road Fareham Hampshire PO15 5TU on 7 July 2016

See Also

SOUTHERN WEALTH ASSOCIATES LIMITED DIRECTORS

Samuel O Mara

  Acting PSC
Appointed
03 November 2015
Occupation
Ifa
Role
Director
Age
35
Nationality
British
Address
Lancaster Court, 8 Barnes Wallis Road, Fareham, Hampshire, United Kingdom, PO15 5TU
Country Of Residence
England
Name
O'MARA, Samuel
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

REVIEWS


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Excellent according to the company’s financial health.