Strategic Wealth Management Specialists.

In 2016 I decided to retire within one year. 

As you can imagine I was feeling apprehensive about all the different options available, in regard to financial advice/advisors out there.

I spoke with friends and associates who had already retired, and a trusted colleague suggested Will Kiely of Southcote Financial, whom he was using to manage his finances.

I did my due diligence rooting out information on Facebook/Google/FIA with reference to the company to find fabulous feedback on all types of financial services supplied by Southcote Financial. I introduced myself to Will via text and received a reply soon after. We arranged a meeting at my home after which I knew Southcote was going to be my choice based on our conversations. Several meetings later, all at my home, the year passed, and I signed on the dotted line. From that point on everything moved with pace and effectiveness, no fuss or drama and I received my first pension payment shortly after reaching 55 years old.

Will also supported my wife with a large investment, allowing her to finish work at a similar time to me and then again with the pooling of her various pensions allowing her to retire on her 55th birthday.

Both of us are now serviced on the same platform which works well and saves money.

Will is enthusiastic, approachable, wholly professional, friendly and extremely knowledgeable. Whilst the majority of our contact with Southcote, has been directly with Will, the team that support him, have always been quick to turn around any queries we may have had.

I would have no hesitation in recommending Will and his team Services to anyone who is looking for any type of financial service.

I have entrusted my pension and financial affairs to Will and his trusted team at Southcote Financial for the last 6 years. The level of personal customer service and professionalism provided is second to none!

All of my queries clearly explained to me and my needs taken into consideration.

Will and his Southcote Financial team offer expert advice, a wealth of experience, and attention to detail, all provided in a warm and friendly atmosphere.

I would wholeheartedly recommend Will and Southcote Financial to anyone who is in need of financial services.

After retiring from work over six years ago my finances have been in the very capable hands of Southcote Financial Services. All the people there are professional and friendly and I feel confident they have my best interests at heart. I have and would continue to recommend them to family and friends.