Southern Life Independent Financial Advisers

Southern Life Independent Financial Advisers is a well established professional practice based in Alton, Hampshire.

Originally formed in 1994 by our Managing Director Nicholas Harrison an experienced adviser who had a background of writing and broadcasting on financial matters, to provide a friendly knowledgeable and impartial advice to both personal and business clients in our region, due to demand we have since expanded to offer our service to a wider audience, which includes overseas residents.

The world has become increasingly complex and we know that by seeking financial advice from highly experienced staff who combine knowledge and objectivity, there are more opportunities than ever to achieve sound financial results for you.

On the investment scene there are a multitude of both conventional UK and offshore investments available to those requiring capital growth for a future project, or to boost income to fund current expenditure, which includes the well known ones like cash, National Savings, Bonds, Unit Trusts and Open Ended Investment Companies, but also some rather less well known `Alternative Investments` for those who want to add a different dimension to their portfolio.

Financial products vary by a wide margin not only in cost and design, but perhaps of even greater importance in performance, and it is to this vital area that we devote our expertise.

For those seeking a secure retirement at a time of their choosing we have some innovative ideas which can include conventional Company, Stakeholder, and Personal Pension schemes to the rather more sophisticated Self Invested Personal Pensions. An increasing number of expat clients now qualify for tax advantaged overseas pensions (called QROPS).

At retirement it is absolutely vital to select the most appropriate income solution which provides value for money, and a tax effective income at an acceptable level of risk. We use both the `Open Market Option` and Transfers to fund both Guaranteed and Investment linked Annuities, as well as Temporary Annuities and Pension Withdrawal (drawdown) schemes.

You may benefit from the intelligent use of Wills and Trusts, in planning your finances and also how the careful instigation of Powers of Attorney can potentially protect your assets while securing the provision of Carers if needed in later life.

Our business clients seek our advice on the most effective ways to protect their businesses and reward their valued people, and we advise on the most lucrative corporate benefit strategies to use.

Whether you need personal or business advice our wealth of practical experience, can ensure that you achieve the results you expect and avoid the potential pitfalls - So why not call us today?

Southern Life Independent Financial Advisers Ltd is an Appointed Representative of Financial Ltd which is authorised and regulated by The Financial Services Authority. Financial Ltd is entered on the FSA register (http://www.fsa.gov.uk/register/) http://www.moneymadeclear.org.uk/
FSA Registration No: 171756

The FSA does not regulate some forms of mortgage, offshore products, tax planning, school fees, Will writing, redundancy counselling, and benefit awareness.
Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation
are subject to change.

Contact: Nicholas Harrison, Southern Life House, 22a Normandy Street, Alton Hampshire GU34 1BX
Telephone 01420 549330 E-mail: info@southernlifeifa.co.uk