Strategy Wealth - Saint Austell

Strategy Wealth is a financial planning firm located at Commercial Centre, Victoria, Saint Austell PL26 8LG, United Kingdom. They can be reached by phone at 1726219560. The company's website is strategy-wealth.co.uk, where you can find more information about their services.

One of the main specialties of Strategy Wealth is providing financial planning services to their clients. They work with individuals, families, and businesses to help them make informed decisions about their financial future.

The company's location offers some additional points of interest, including a wheelchair-accessible car park and toilets, making it easy for clients to visit the office.

When it comes to opinions, Strategy Wealth has received a total of 13 reviews on Google My Business, with an average rating of 5/5. This is a testament to the high-quality services they provide to their clients.

Some of the key features of Strategy Wealth include their personalized approach to financial planning, their commitment to staying up-to-date with the latest financial trends and strategies, and their focus on building long-term relationships with their clients.

If you are looking for a financial planner who can help you make informed decisions about your financial future, Strategy Wealth is an excellent choice. With their expertise, dedication, and commitment to client satisfaction, you can trust them to help you achieve your financial goals.

To learn more about Strategy Wealth and the services they offer, we recommend visiting their website at strategy-wealth.co.uk. From there, you can explore their services in more detail, read more about their team, and even schedule a consultation to discuss your financial needs and goals.

Reviews of Strategy Wealth

D Honeywill

5/5

My husband and I have been clients of David Ellicott for a number of years, and when he started his own business together with Ian Rowan, we were delighted to continue our association with him. David has advised us on investments and inheritance in particular. His knowledge of the issues for which we sought advice is extensive, and he has always willingly and competently addressed our questions or concerns. He is approachable and helpful, and we now regard him as a friend, not just our financial advisor. David and Ian make a great team, and we are sure that Strategy Wealth will go from strength to strength. We highly recommend this company.

Eves Carkeek

5/5

David and Ian have been so helpful with information and communication to help with my transition to retirement. I thought I had a plan but they helped with a better one for my hard earned money and pension. Thank you so much. Feeling relaxed that my money is working for me to enjoy my retirement. I would recommend them.
retirement is not easy but they know their jobs to get you the best advice.

S R

5/5

David and strategy wealth are fantastic to deal with . Easy to talk to and communicate with , explaining things in understandable language! I feel my investments are in safe hands with great advice . Would highly recommend

Philip Brown

5/5

David has looked after us for many years and is very patient. He has always given us good advice and is happy to speak about other issues with us, not just finances. Highly recommended.

Pamela Leon

5/5

David is the best financial advisor that I’ve ever used. He takes the time to understand my financial situation and guide me through making the best of my investments. I am confident that I now have a financially secure future as I head towards retirement.

Steven Fisher

5/5

I am coming up to retirement age, my finances were all over the place, some here, and some there.... there were lots of small pension pots that needed to be looked at, and there were two large pots that needed looking at.
David had already done work for my wife in relation to her pension, she has worked in the financial industry all her life so is still switched on with finance, but with Davids help and advice they moved changed adapted her pensions to suit her changing needs.
David gave me advice on all the small pots of money and what to do with them, and he reinvested the two larger ones, and to this date they are doing well.
I would recommend David and stratergy Wealth to anyone that needs financial advice

Ashley Pressley

5/5

I have only positive things to say as a client of Strategy Wealth. I have always felt like a valued client. Dave has dealt with me in a friendly and professional manner; always listening to my needs and explaining things in a way I understand. I have complete confidence that the advice I receive is from someone in the know.

Tim Routley

5/5

David Ellicott has been the financial advisor for my wife and I for many years now. I am very pleased with all the advice that he gives us, and would be happy to recommend David to anyone looking for a financial advisor.