Sam Omara
Director & Chartered Financial Adviser @Southern Wealth Associates
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WORK HISTORY
Director & Chartered Financial Adviser @Southern Wealth Associates
Southern Wealth Associates Ltd was created by Chartered Financial Adviser and Managing Director– Sam O’Mara. The company provides independent and regulated financial advice to a wide range of businesses and individuals across London and the South. An experienced, knowledgeable and progressive practice, at Southern Wealth Associates we pride ourselves on our dedication to professionalism.We can provide Independent advice in the following areas- Pensions & Retirement Planning- Investments- Protection- Estate Planning- Tax Planning- Wealth ManagementIf you feel we can be of assistance to you, please give me a call on 07•••••••57 or email s•••@southernwealth.co.uk
EDUCATION
University of Hertfordshire
2:1, Business Economics
SKILLS
ABOUT SAM OMARA
I am a Chartered Financial Adviser and multiple business owner, with decades of experience in financial services.I specialise in Private Investing, Financial Planning for Business, Professional Wealth Management, Behavioural Finance and Wealth Coaching.On a mission to battle conservatism, risk aversion and other negative behavioural biases to ensure individuals and businesses make the most of the time they have. Fundamentally, helping people to invest to provide freedom, flexibility and choiceQualifications:Business Economics Degress (BA) HonsChartered Financial Planner (CII)Discretionary Invesmtent Management (CII)
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