Strategic Wealth Management
Strategic Wealth Management is a financial services company located in Sevenoaks, England. They specialize in providing financial advising services, financial planning, and investment services to their clients. Additionally, they are known for their expertise in Seal shops and shopping. With a focus on helping individuals and businesses achieve their financial goals, Strategic Wealth Management is a trusted partner for all financial needs.
Introduction to Strategic Wealth Management
Strategic Wealth Management is a financial advising company based in Sevenoaks, England. The company was founded with the purpose of providing expert financial planning and investment services to individuals and businesses. The team at Strategic Wealth Management has a wealth of experience in the financial services industry, and they are committed to helping their clients achieve their financial goals. What sets this company apart is their personalized approach to financial planning, which takes into account each client's unique needs and goals.Services & Products
Strategic Wealth Management offers a range of financial planning and investment services to their clients. These services include retirement planning, estate planning, investment management, tax planning, and more. The company's team of financial planners works closely with their clients to develop customized financial plans that are tailored to their specific needs and goals. In addition to their financial planning services, Strategic Wealth Management also offers investment services, including access to a wide range of investment products and strategies.Location
Strategic Wealth Management is located in the charming village of Seal, which is situated in the heart of the Sevenoaks district. Seal is known for its quaint shops and beautiful countryside, making it a popular destination for visitors to the area. The village is easily accessible by public transportation, with several bus stops located within walking distance of the company's office. The closest bus stops are Seal Halt (0.1 miles), Seal Church (0.2 miles), and Seal Hollow Rd (0.3 miles).Benefits
Customers should choose Strategic Wealth Management because of the company's personalized approach to financial planning and investment management. The company's team of financial planners has a wealth of experience in the industry, and they are committed to helping their clients achieve their financial goals. Strategic Wealth Management offers a range of services to their clients, including retirement planning, estate planning, investment management, and more. With their customized approach to financial planning, clients can feel confident that they are receiving the best possible advice and guidance.Good to Know
Customers should be aware that Strategic Wealth Management is focused solely on financial planning and investment management, and does not offer other financial services such as banking or insurance. However, the company's team of financial planners can work closely with clients' other financial advisors to ensure that all aspects of their financial plan are being taken into account.Reviews
Customers have praised Strategic Wealth Management for their personalized approach to financial planning, as well as their expertise in the industry. Clients appreciate the company's commitment to helping them achieve their financial goals, and have found their advice and guidance to be invaluable. Overall, Strategic Wealth Management has received high marks for their professionalism, knowledge, and commitment to their clients' success.Amenities
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investment advice -
retirement planning
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tax planning
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insurance services
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asset management
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budgeting assistance
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credit counseling
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estate planning
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financial planning
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wealth management
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risk management
FAQ
What types of financial services do you offer?
At Strategic Wealth Management, we offer a range of financial services, including financial advising, financial planning, and investment services. Our team of experts is dedicated to helping our clients achieve their financial goals and make informed decisions about their money.How do you customize financial plans to fit individual clients?
We take a personalized approach to financial planning, working closely with each client to understand their unique needs and goals. Our team of financial planners develops customized financial plans that take into account factors such as income, expenses, savings, and investment goals.What are your fees and how are they structured?
Our fees for financial services vary depending on the specific services provided and the complexity of the client's financial situation. We offer transparent fee structures, and our clients are informed about all fees and charges upfront, so there are no surprises. We believe in fair and honest pricing for our services.What is your process for monitoring and adjusting investment portfolios?
We take a proactive approach to monitoring and adjusting our clients' investment portfolios. Our team of investment experts regularly reviews and analyzes market trends and economic indicators to ensure that our clients' portfolios are well-positioned for growth and stability. We also work closely with our clients to ensure that their investment strategies align with their overall financial goals.What fees do you charge for your services, and how are they calculated?
Our fees for financial services vary depending on the specific services provided and the complexity of the client's financial situation. We offer transparent fee structures, and our clients are informed about all fees and charges upfront, so there are no surprises. We believe in fair and honest pricing for our services.Reviews
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PKT
After my husband moved to a care home early last year, I needed to put our financial affairs in order. A close family friend recommended Strategic Wealth Management, and that has proved to be the best thing that could have happened! Steve Hotham has provided me with a tailored and personal solution to our family’s needs, having first taken the time to get to know us and fully understand our situation. He has a holistic approach – not simply a financial one – which we greatly appreciate. Everything has been taken care of promptly, thoroughly and efficiently by Steve and his capable team, and we have peace of mind. Highly recommended.
27-05-2022
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50 plus
Positive: Professionalism
27-05-2021
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Patrick Reynolds
Strategic Wealth has dealt with the management of our pensions and other investments since 2012. We spent quite a while at the start making sure that we understood their approach to investments and to risk and were (and still are) happy that it suits us. I know that Steve spent - and continues to spend - time making sure that he understands what we are looking for, not just in terms of returns and risk, but what we want out of life. Which I guess can be rephrased as how we want to live; and crucially helping us to understand what we can afford (and not afford) to do. We have a meeting a few times each year and we both always come away from those meetings feeling that they were worthwhile.
27-05-2021
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Martin Saxby
I have been a client with Strategic Wealth for 10 years and found them to be a professional and client focused provider. They are responsive and accessible with a real desire to understand your financial life goals and work with you to make them achievable within your financial income. I was introduced to SWM by a referral and have been pleased with the service provided. Hence my review and recommendation for you to make contact and see if they are the right fit for your financial planning.
27-05-2021
