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 car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Strategic Wealth Management

Strategic Wealth Management 1, East Point, High St, Seal, Sevenoaks TN15 0EG, United Kingdom

☎️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 es una empresa de asesoramiento financiero ubicada en Seal, Sevenoaks, Reino Unido, con dirección en 1, East Point, High St, Seal, Sevenoaks TN15 0EG. Puedes contactarlos al teléfono 1732760000 o visitar su sitio web en strategicwealth.co.uk.

Esta empresa ofrece servicios de asesoramiento financiero de alta calidad, con especialidad en Financial consultant. Sus clientes pueden contar con una atención personalizada y experta para abordar sus necesidades financieras.

Entre las características que destacan de Strategic Wealth Management se encuentran:

Wheelchair-accessible car park
Wheelchair-accessible toilet
Toilet
Appointments recommended

Según las opiniones de sus clientes, Strategic Wealth Management ha recibido una media de 5/5 en Google My Business, con 4 revisión en total.

En resumen, Strategic Wealth Management es una empresa de asesoramiento financiero con una ubicación convenientemente ubicada en Sevenoaks, Reino Unido. Ofrece servicios de alta calidad y especializados en Financial consultant, con una atención personalizada para sus clientes.

👍 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