SOUTHERN WEALTH ASSOCIATES LIMITED

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.