Expertise
- Pension Advice
- Pension Auto Enrolment
- Pension Consolidation
- Pension Planning
- pension review
- Investment Planning
- Investment Advice
- INvestment management
- Financial Advice
- Financial Planning
- Business Owner
- Inheritance Tax Planning
- Profit Extraction Strategies
- Life & Medical Insurance
- Employee Benefits
- Death in work insurance
- Income Protection
- Critical illness cover
- shareholder protection
- Keyperson
- ISA
- Capital Gains Tax
- Portfolio Management
Summary
Southover Wealth is a boutique firm managing wealth for private clients, families and small companies.
We work together to accomplish your ambitions in a clear, concise and thoughtful manner.