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Welcome to Strategic Wealth Solutions.

Making your money do the most, for you and your family.

Your hard work got you to where you are today, you have created a life for your loved ones to thrive in. Enrich your life with a partner you can trust: when you choose Strategic Wealth Solutions as your Financial Planner you’ll benefit from a bespoke, dynamic financial service that is tailored to your individual needs.

You’ll have access to the latest technology and a committed team of experts who are dedicated to making your money work for you — we care about your financial health as much as you do.

Investment Planning

Achieve your financial goals with the help of our investment solutions.

Investment Planning

Achieve your financial goals with the help of our investment solutions.

Corporate Services

We understand how stressful being a business owner is. Our expert team can create a bespoke financial solution that works for you.

Corporate Services

We understand how stressful being a business owner is. Our expert team can create a bespoke financial solution that works for you.

Retirement Planning

Retirement is in all of our futures - make sure you have the best plan in place to ensure a safe and secure retirement that you can enjoy.

Retirement Planning

Retirement is in all of our futures - make sure you have the best plan in place to ensure a safe and secure retirement that you can enjoy.

Access to specialist Banking & Mortgages

From managing your cash efficiently, to buying your first home — we can provide sound, honest advice to help you achieve your financial goals.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Access to specialist Banking & Mortgages

From managing your cash efficiently, to buying your first home — we can provide sound, honest advice to help you achieve your financial goals.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Estate Planning

Planning for the worst is not something you want to deal with, but the consequences for your loved ones if you don’t can be stressful, confusing and costly.

Estate Planning

Planning for the worst is not something you want to deal with, but the consequences for your loved ones if you don’t can be stressful, confusing and costly.

Other Services

Philanthropy & Charitable Giving, Will Writing. Using a partnership approach, we can meet all of your financial needs.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

Other Services

Philanthropy & Charitable Giving, Will Writing. Using a partnership approach, we can meet all of your financial needs.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

How we help

"Strategic Wealth Solutions has been a god send. They are extremely Professional, friendly and treat you like a person and not just a number, which is very important. They give respect, give time to get to know you face to face and they listen to what your needs are, as well as giving professional advice and feedback."

"Big thank you to Strategic Wealth. Service over the past few months had been first class. Keith & his team really go out there way to make sure you are happy. Very professional organisation. Knowledge & attention to detail impeccable."

"Even though I have only been with Strategic Wealth Solutions for a year, I cannot fault them. The service they provide is second to none. They have provided me with great service that I trust and I look forward to many years being ‘taken care of’ knowing that I have peace of mind."

From the onset they put me at my ease and walked me through step by step the minefield that can be a daunting task. Their communication and advice has been second to none and i can highly recommend them to anyone needing financial advice. I will be recommending them to all my friends and family.