We can help you to fulfil your life aspirations and financial goals whilst transitioning into and through retirement. Our comprehensive wealth management service can help you build and protect your wealth and preserve it for the benefit of you and your family. For more information on our services or to arrange an informal coffee and chat, please do not hesitate to get in touch.
Understanding the True Value of Your Pension Entitlement and Making Sense of All the Jargon!
Understanding the True Value of Your Pension Entitlement and Making Sense of All the Jargon!
Services
Most business owners have a CFO, financial director or accountant to help them in their business but very few have a personal CFO to help manage their personal finances. Running a business can be all-consuming, leaving little time to plan for the future and family security.
We help business owners ensure that their personal finances are in order so that they can concentrate on their business, benefit from all the advantages that ownership can bring and enjoy life.I haven't got time to deal with personal finances as I'm far too busy running my business. Can you help? My spouse would like me to set up a contingency plan should something unforeseen happen to me.
We help business owners ensure that their personal finances are in order so that they can concentrate on their business, benefit from all the advantages that ownership can bring and enjoy life.I haven't got time to deal with personal finances as I'm far too busy running my business. Can you help? My spouse would like me to set up a contingency plan should something unforeseen happen to me.
Our life centred approach sits at the heart of our service. Our three stage process paints a detailed picture of your personal circumstances and provides the framework for us to formulate financial plans and advice. Each client has their own unique situation therefore the advice we provide is tailored to suit your individual needs.
The entire team at Strategic Wealth Management are inspired to achieve better financial outcomes for clients, by creating an environment that supports effective decisions reflecting their reality, ambitions and concerns.
Using our life centred planning process our expert in house team of directors and support staff combine with carefully selected external specialists to provide a truly integrated approach that is tailored to your specific requirements.
Using our life centred planning process our expert in house team of directors and support staff combine with carefully selected external specialists to provide a truly integrated approach that is tailored to your specific requirements.
Whether you are focused on planning for your future retirement or have already retired, we can help you gain clarity and provide the confidence that you can retire well and live the best life possible with the money you have available. These are all questions and more that we help our clients resolve through our specialist retirement planning service.
Tax may well be one of your largest expenses but to an extent is largely determined by the way you legitimately arrange your financial affairs. Whether your aim is to build financial independence, sustain your wealth for the rest of your life or pass it on to your children or grandchildren we can help you minimize your tax liabilities.
Reviews (3)
Pkt
Jun 24, 2021
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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,
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,
Patrick Reynolds
Feb 24, 2021
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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
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
Martin Saxby
Feb 12, 2021
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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.
