Strategic Wealth Solutions

We have always felt that we are getting the best advice and support in managing our retirement funds through a good mix of face to face meetings, prompt answering of email queries, regular fund updates and also financial market updates.

Informative and friendly advice for our ongoing finances. We have been supported by the team during our 30 month house renovation project. Any question, usually for more funds, have always been met with ‘can do’ approach and support. Delighted with our funds performance under SWS management and guidance.

Thank you for financial advice, excellent and detailed service with clarity and and guidance as to how we achieve our goals in our lives. Can't thank you enough. Ryan has been more to us than an advisor we consider him as a friend. Alistair and Maria Cunnison.

Had a really pleasant informative meeting with James Mcdermid to review my financial progress with the Company. James offered not only sound advice but overall helpful and constructive help to put my mind at rest with my concerns regarding my money and its impact on my wellbeing. I came away from the meeting feeling happy and confident that my choices are in good hands. Thank you James for your constructive advice you have always been very helpful.

from Keith. He treats me as an individual, always listening to my needs and helping achieve them. He also raises topics that I may m=not of thought of to make sure I’m considering all options.

I initially met with Keith for advice about pensions, but went on to seek advice about investments and future planning. Keith explains everything very clearly and has assisted me significantly in starting an investment journey. I was starting from a low knowledge base, but honestly feel that everything was taken at my pace and I was comfortably free to ask any questions, no matter how niave. I am very happy with the service I have received from Keith and all the team at SWS. Would highly recommend.

I’ve been with Ryan for six years now, and I couldn’t be happier with the service he’s provided. My investments are up around 50% over that time, which I’m really pleased with. Ryan is a genuinely nice guy who always keeps in touch and keeps me up to date with the latest news regarding my investments. He also takes the time to ask how the family is doing, and little touches like birthday cards and Christmas cards really mean a lot. Overall, I’ve been really happy with the service and would highly recommend him to anyone looking for a trustworthy and personable financial advisor.