Strategic Wealth Solutions - Edinburgh

Address: Office 10, Strategic Wealth Solutions, 109 Swanston Rd, Edinburgh EH10 7DS, United Kingdom.
Phone: 1313573240.
Website: strategicwealthsolutions.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible toilet, Toilet, Appointment required.
Opinions: This company has 62 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Strategic Wealth Solutions

☎️1313573240

⏰ Open Hours of Strategic Wealth Solutions

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 Solutions

Strategic Wealth Solutions se encuentra ubicado en la ciudad de Edimburgo, Reino Unido, en la dirección específica de:

Address: Office 10, Strategic Wealth Solutions, 109 Swanston Rd, Edinburgh EH10 7DS, United Kingdom.

Puedes contactar a la empresa por teléfono al número: 1313573240.

La página web oficial de la empresa es: strategicwealthsolutions.co.uk.

La empresa ofrece servicios de planificación financiera, con especialización en:

Financial planner

Además, la empresa cuenta con instalaciones accesibles para personas con discapacidad, incluyendo un inoducto para sillas de ruedas.

La empresa tiene una buena reputación en línea, con 62 opiniones en Google My Business, con una media de opinión de 5/5 estrellas. Los clientes han expresado su satisfacción con el servicio, destacando la profesionalidad, amabilidad y conocimiento de los empleados, particularmente debido a la atención personalizada y al alivio emocional que suelen proporcionar a sus clientes.

Una de las ventajas de trabajar con Strategic Wealth Solutions son los siguientes:

Atención personalizada para cada cliente
Apoyo emocional y alivio de la ansiedad
Conocimiento y experiencia en planificación financiera
Servicio profesional y amigable

Si buscas una empresa de planificación financiera confiable y especializada, Strategic Wealth Solutions es una excelente opción. Con su equipo de expertos y su ubicación en Edimburgo, puedes confiar en que recibirás asesoramiento personalizado y efectivo para tu situación financiera. Visita su página web para obtener más información y programar una cita.

Recomendamos encarecidamente contactar a Strategic Wealth Solutions a través de su página web para obtener asesoramiento financiero confiable y personalizado.

👍 Reviews of Strategic Wealth Solutions

Amy M.

5/5

After ongoing procrastination, SWS have helped me find a solution to my finances I’m happy with and comfortable will yield the best results for me. Each consideration of mine has been discussed and I am hugely relieved and reassured by the service. Thank you so much for putting my mind at ease and getting me excited about my finances / future!

Sheila S.

5/5

Very happy with the service from SWS. Having dealt with both Keith and Ryan, I find them both very professional, yet friendly, knowledgeable and approachable. I would certainly recommend SWS to anyone looking for financial advice.

Kris M.

5/5

Keith and his team are extremely knowledgable in their field and are a great source of information - especially for new clients. I feel I’ve been given good quality advice which has been tailored to my current circumstances/lifestyle.

The pros and cons of each piece of advice were explained clearly and I left feeling confident in making decisions for my financial future.

If anyone is thinking about exploring wealth management/financial planning I would absolutely recommend SWS

Sue W.

5/5

Keith Barr at Strategic Wealth has been brilliant. He is managing my pension and was very thorough going over all my expenses etc before deciding what course to take. He is very understanding with extensive knowledge. He has also dealt with any small initial snags promptly and effectively.

John D.

5/5

I was recommended Keith and his team at Strategic Wealth Solutions and have been extremely impressed with the level of service provided. Keith has been highly professional, swift and supportive at all times, taking time to explain complex issues clearly and concisely. I was delighted with the outcome the team delivered and would highly recommend.

Alan S.

5/5

Keith and the team at SWS are first class in the service they deliver. What I particularly appreciate is the care taken to genuinely understand a client's full situation so that the right level of advice and is given but also to do so in a way that can be understood without jargon. It certainly feels like there is a relationship and that it's not just a transaction!

Tony N.

5/5

Excellent service from Keith and the team. Really helpful for my retirement planning.

Simon N.

5/5

Very friendly and well informed team who present clear and understandable advice with your long term interests at heart. Just had a 6 month review and very happy with the quality of the reporting and information presented. I’d happily recommend anyone looking for pension and investment advice to contact Strategic Wealth Solutions.