Bringing your money to life
At Strategic Wealth Management, we are a financial planning and wealth management firm dedicated to the service and prosperity of individuals, couples, and their families. Our team of experts is committed to providing a personalised, life-centred approach to planning and investing for the future. We understand that every client is unique, with their own set of goals, aspirations, and concerns. That's why we take the time to get to know you, understand your situation, and tailor our services to meet your individual needs.
Our Approach
Our approach is built on a foundation of trust, integrity, and expertise. We believe that financial planning should be about more than just numbers and spreadsheets - it's about helping you achieve your goals, realise your dreams, and live the life you want. Our comprehensive wealth management service is designed to help you build and protect your wealth, preserve it for the benefit of you and your family, and ensure that you can retire well and live the best life possible with the money you have available.
Meet Our Team
Our team of experienced professionals is dedicated to providing exceptional service and expert advice. From our Managing Director, Steven Hotham, to our office manager, Gail Ridgwell, and our team of financial planners, paraplanners, and support staff, we are all committed to delivering the highest level of service and expertise. We are proud to say that our clients appreciate our dedication and expertise, with 95% saying they would be happy to recommend us to family and friends.
Our Services
Our comprehensive wealth management service includes:
- Financial planning and investment advice
- Retirement planning and pension advice
- Wealth protection and preservation
- Estate planning and inheritance tax planning
- Trust and will services
We also offer a range of guides and insights to help you better understand your financial situation and make informed decisions about your money.
Client Satisfaction and Trust
The clients of Strategic Wealth Management have expressed their satisfaction and trust in the company's services, highlighting the personalized approach and understanding of their financial goals and lifelong aspirations.
Personalized Service
Steve Hotham and his team are praised for taking the time to understand the clients' situations, providing tailored solutions that cater to their specific needs and risk tolerance. This approach has resulted in clients feeling comfortable and confident in their financial decisions.
Holistic Approach
The company's holistic approach to financial management is widely appreciated, as it considers not only financial returns but also the clients' lifestyle and personal objectives. This enables clients to make informed decisions about their financial affairs and achieve peace of mind.
Professionalism and Responsiveness
Strategic Wealth Management is commended for its professionalism, responsiveness, and efficiency in handling clients' financial matters. The team's capability and expertise have earned the trust of their clients, who highly recommend their services.
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