Strategic Wealth Management - Sevenoaks

Address: 1, East Point, High St, Seal, Sevenoaks TN15 0EG, United Kingdom.
Phone: 1732760000.
Website: strategicwealth.co.uk
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Strategic Wealth Management

☎️1732760000

⏰ Open Hours of Strategic Wealth Management

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Strategic Wealth Management is a prestigious financial consultancy firm located at 1, East Point, High St, Seal, Sevenoaks TN15 0EG, United Kingdom. With a phone number of 1732760000 and a website at strategicwealth.co.uk, they have been providing exceptional services to their clients in the area of financial consulting for several years now. Their specialties include helping individuals and businesses develop, manage, and preserve their wealth with a personalized and tailored approach.

One of the key features of Strategic Wealth Management is their commitment to accessibility for all their clients. They have a wheelchair-accessible car park and a wheelchair-accessible toilet available for their clients' convenience. Moreover, their toilet facilities are also available for general use.

This company has garnered a strong reputation in the industry, as evidenced by the 4 reviews on Google My Business, with an impressive average rating of 5/5. These reviews highlight their exceptional service, personalized attention, and expert financial advice, all of which contribute to their high standing in the community.

In addition to their strong track record and commitment to accessibility, Strategic Wealth Management offers a comprehensive range of services to meet the unique needs of their clients. They provide investment management, retirement planning, tax planning, and estate planning, among other services, to ensure their clients can achieve their financial goals with confidence.

👍 Reviews of Strategic Wealth Management

PKT

5/5

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.

Patrick R.

5/5

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.

Martin S.

5/5

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.

50 P.

5/5