Strategic Wealth Management High Street, Seal, Sevenoaks TN15 0EG
About the Business
Strategic Wealth Management is a highly reputable finance establishment located at the prestigious address of 1, East Point, High St, Seal, Sevenoaks TN15 0EG, in the United Kingdom. This institution is widely recognized as a point of interest for individuals and businesses seeking expert advice and guidance in managing their wealth and achieving their financial goals.
The dedicated team of professionals at Strategic Wealth Management possesses extensive experience and knowledge in the world of finance. They take a client-centric approach to wealth management, tailoring personalized solutions to meet the unique needs of each individual and business they serve.
At Strategic Wealth Management, clients can expect to receive exceptional service and expert advice on a range of financial services, including investment management, retirement planning, tax planning, and family wealth planning. The institution's team of advisors work collaboratively with their clients to develop comprehensive financial strategies that align with both their short and long-term goals.
The institution's comfortable and welcoming atmosphere sets the stage for engaging and insightful conversations. Clients receive personalized attention and comprehensive support throughout their entire financial journey.
Strategic Wealth Management is a trusted and reliable finance establishment that strives to exceed the expectations of its clients. Whether you're looking to grow your investment portfolio, plan for a secure retirement, or simply manage your wealth efficiently, Strategic Wealth Management has the expertise and experience to help you achieve your financial aspirations. Contact us today to discover how we can help you build a brighter financial future.
Photos
Location & Phone number
1, East Point, High St, Seal, Sevenoaks TN15 0EG, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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."
"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."
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