Strickland Wealth Management

Strickland Wealth Management, an Partner Practice of the esteemed St. James's Place, is dedicated to providing high-quality wealth management services to both individuals and businesses. Our primary aim is to protect, build, and preserve wealth, fostering long-term relationships with our clients based on trust, excellence, and integrity.

Our Core Values and Focus

At Strickland Wealth Management, we prioritise our clients and their financial security. Our core values revolve around delivering excellent service and maintaining the highest level of integrity. We specialise in Investment Planning, Inheritance Tax Planning, Pension Planning, and Protection Planning, offering tailored financial solutions that cater to our clients' unique needs and financial objectives.

We believe that every client is unique, with distinct financial aspirations. As such, we offer personalised services and recommendations, carefully crafted to meet your current needs and future goals. To discuss your financial requirements in a friendly, confidential, and no-obligation consultation, please get in touch.

Our Services

We provide a comprehensive range of services, whether you are seeking to build, grow, protect, or preserve your wealth. Our expertise lies in offering specialised advice on various aspects of wealth management, working closely with you to help you achieve your financial goals.

*Investment Planning*: We assist clients in creating and managing diversified investment portfolios tailored to their risk tolerance and investment goals. Our guidance ensures that your investments are working hard for you.

*Inheritance Tax Planning*: We help clients navigate the complexities of inheritance tax, ensuring their wealth is transferred efficiently to the next generation.

*Pension Planning*: Our pension planning services enable clients to make informed decisions regarding their retirement savings, ensuring a comfortable and secure retirement lifestyle.

*Protection Planning*: We safeguard our clients' financial security by providing expert advice on various protection plans, including life insurance, critical illness cover, and income protection.

Meet the Team

Our team comprises dedicated professionals with extensive knowledge and experience in the financial services industry. We pride ourselves on our commitment to providing exceptional service and fostering long-term relationships with our clients.

St. James's Place: Our Partner

Strickland Wealth Management is part of St. James's Place's network of financial advisers, also known as the Partnership. St. James's Place is one of the UK's largest financial advice companies, with nearly 1,000,000 clients trusting them to manage over 168bn of their money. As a Partner Practice, we give you one-to-one financial advice, while the products and services you invest in are managed by St. James's Place.

The Benefits of Working with Us

By choosing Strickland Wealth Management, you gain access to our undivided attention and personalised financial advice. St. James's Place handles the management of products, fund reviews, and administrative tasks, allowing us to dedicate our time to crafting a financial plan that suits your needs and guiding you through life's financial challenges.