Southern Financial Services

Independent 10 Main Street, BOTHWELL, Lanarkshire, G71 8RF
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
Our advisers have been carefully selected for their high professional standards, integrity and commitment to delivering excellent friendly customer experiences.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying first home
    • Equity release
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
David McAleese Dip PFS, Cert CII (MP&ER)
Craig Southern Dip PFS
Paul Santi DipFA
Financial Adviser
Malcolm Southern Dip PFS
Financial Adviser
David Charnley Dip PFS
Consultant I F A
Where to find us

10 Main Street, BOTHWELL, Lanarkshire, G71 8RF

Make an enquiry
About us

We are Independent Financial Advisers directly regulated by the Financial Services Authority. We offer fully independent, professional and unbiased advice on a wide range of financial products. We work closely with all our clients to help them meet their financial objectives. Please telephone to arrange a mutually convenient appointment to discuss any financial matter.

Our services

Our solutions help clients achieve their financial objectives relating to investments, retirement, tax & estate planning and businness ownership protection.

Advice methods
  • phoneButton
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    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value