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Southover Wealth

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  • | Business Planning
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  • | Insurance
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 and 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 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 for growth and/or income
  • Corporate and personal risk management 
  • Inheritance tax mitigation and estate planning 
  • Extracting profits from businesses tax efficiently and planning aspects of exit strategies 
  • Residential and access to commercial mortgages 

Through the Southover Plan; we will 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, give you a plan to succeed and to always be there when needed. 

Through our privileged position of being a Partner Practice of the award winning St. James's Place we have access to their distinctive investment proposition for our clients and all of the advice we give is guaranteed.


St. James's Place Wealth
30 Lombard Street
United Kingdom
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