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.
▲ £106.72k (285.40 %)
▲ £106.7k (310.19 %)
▲ £13k (34.75 %)
▼ £93.72k (-937,170.00 %)
Check the company
- Company name
- SOUTHERN WEALTH ASSOCIATES LIMITED
- Company number
- Private Limited Company
- Date of Incorporation
03 Nov 2015
Age - 6 years
- Home Country
- United Kingdom
01489 668 280
- Registered Address
- LANCASTER COURT,
8 BARNES WALLIS ROAD,
- Financial management
THIS BUSINESS IN SOCIAL MEDIA
- 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
SOUTHERN WEALTH ASSOCIATES LIMITED DIRECTORS
Samuel O Mara
- 03 November 2015
- Lancaster Court, 8 Barnes Wallis Road, Fareham, Hampshire, United Kingdom, PO15 5TU
- Country Of Residence
- O'MARA, Samuel
- Notified On
- 6 April 2016
- Nature Of Control
- Ownership of shares – More than 25% but not more than 50%
Check The Company
Excellent according to the company’s financial health.