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Our
Principal Nicholas Harrison ALIA (dip) has over 25 years experience
in financial services, (much of it in senior management roles with major
financial institutions) and writes and A combination of professional qualifications, rigorous continuous competence development, and sophisticated research means that the most appropriate advice is available across a wide spectrum. We
utilise little known Tax and Trust legislation, as well as sophisticated
financial planning expertise, to develop lucrative financial strategies
to meet the needs of, and enhance the wealth of our clients, and in
practice eventually pass funds tax efficiently to their beneficiaries. Our clients can benefit by introduction to one of our panel of Will writers, solicitors, or Trust companies, which provide expertise in Trust, Will, and Probate arrangements to ensure that you can maximize all the little known Tax advantages and estate management opportunities available. We have extensive research resources to ensure the availability of a comprehensive range of solutions which can be crafted to fulfill the needs of the individual.
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Southern
Life Independent Financial Advisers are an established professional
practice formed to provide friendly knowledgeable and impartial advice.
Based in Alton (mid Hampshire) our offices are a short stroll from the
main line station which is served by fast train services to London,(Waterloo
station) as well as good motorway connections (M3 & A3).
broadcasts regularly on various
aspects of financial planning, which are of interest to both individual
& corporate clients.