Welcome
Southam Financial Services Ltd operate from high street premises in the market town of Southam in Warwickshire. Neil Goldie, who is the authorised adviser and owner of the practice has over 25 years experience in the Financial Services industry, 17 of which as an Independent Financial Adviser.
We provide advice on most areas of financial planning, including investing for growth or income, saving for retirement, saving for school and university expenses, inheritance tax planning, protecting your income in the event of accident or illness, life assurance, critical illness cover, mortgages and tax efficient investments such as ISA's and Pensions. We advise individuals and companies.
Our advice is friendly yet personal and professional.
Our first meeting with a client is to establish their current situation and understand their aspirations/goals for now and the future. Our second/subsequent meetings are where we discuss and implement the most suitable strategy going forward. The benefit of being an Independent Adviser is that we are able to choose solutions, services, products and providers from across the industry that hopefully match this strategy. Ongoing reviews are needed to ensure the strategy remains on track and confirm with our client any change in circumstances or goals.
Being Independent means we work for our client - not for a bank or insurance company!
As financial products and investments get more sophisticated the need to have unbiased appraisals and professional guidance becomes even more important. This is especially so when dealing with Investments and Pensions. We therefore take great care and responsibility in identifying the right assets and funds for our clients and agree regular reviews so that the objectives remain hopefully on target.
Advice can be fee or commission based and if you would like a financial review or advice on any financial matter please contact us by email, phone or pop into our office.
Appointments can be held at our office or your home whichever is the most convenient.
