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 parking lot, Wheelchair accessible restroom, Restroom.
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: Expert Financial Guidance in Sevenoaks

Located at a convenient address: 1, East Point, High St, Seal, Sevenoaks TN15 0EG, United Kingdom, Strategic Wealth Management is a reputable financial consulting firm that offers expert guidance to individuals seeking to manage their wealth effectively. With a dedicated team of financial consultants, this company is well-equipped to provide personalized advice on a range of financial matters.

Expertise and Services

As a Financial Consultant, Strategic Wealth Management offers a comprehensive range of services designed to help clients achieve their long-term financial goals. Some of the key services include:

Wealth management and planning

Investment advice and portfolio management

Tax planning and optimization

Retirement planning and pension management

Accessibility and Facilities

The company's office is conveniently located in Sevenoaks, making it easily accessible by car or public transportation. The premises are also wheelchair accessible, with a wheelchair accessible parking lot and wheelchair accessible restroom available for clients with mobility impairments.

Client Feedback and Reviews

With 4 reviews on Google My Business, Strategic Wealth Management has established a strong reputation among its clients. The average opinion is an impressive 5/5, indicating a high level of satisfaction among clients.

Getting in Touch

If you're looking for expert financial guidance and wish to learn more about Strategic Wealth Management's services, we recommend visiting their website at strategicwealth.co.uk or contacting them directly via phone at 1732760000. With their wealth of experience and commitment to customer satisfaction, Strategic Wealth Management is an excellent choice for anyone seeking personalized financial guidance.

Recomendación final

No matter your financial goals or circumstances, Strategic Wealth Management is the perfect partner to help you achieve a secure and prosperous financial future. Don't hesitate to reach out and discover the benefits of working with this expert financial consultant. Haga clic en el enlace de su sitio web o llámenlos hoy mismo para obtener más información

👍 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