Strategic Wealth Management

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 familys 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.
Jan 4th, 2022

Positive: Professionalism
Jul 21st, 2021

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.
Apr 15th, 2021

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.
Aug 5th, 2020