"I joined Strategic Wealth Management to evolve our offering and create a truly client focused, comprehensive wealth service with financial life planning at the core. I derive a great deal of satisfaction from seeing clients enjoy the lifestyle they aspire to."
The entire team at Strategic Wealth Management are inspired to achieve better financial outcomes for clients, by creating an environment that supports effective decisions reflecting their reality, ambitions and concerns. Using our Wealth Optimiser Program™ our expert in house team of Directors and support staff combine with carefully selected external specialists to provide a truly integrated approach that is tailored to your specific requirements.
Stephen is passionate about helping clients to create a better financial life. With a background in accountancy and over 30 years' experience in financial services, he intimately understands the challenges faced by business owners.
Steven has been instrumental in helping us evolve our business to focus on delivering comprehensive financial advice. Steven is highly qualified, being both a Chartered Financial Planner, and Certified Financial Planner.
Darren firmly believes that it is not just those that have little financial resources that stress about money. Furthermore money should really only be seen as an enabler to do the things we want to do with our lives.
Cliff is our Technical Services Manager, responsible for client communications and paraplanning. He previously worked as a Financial Adviser and joined our team to change direction and work in a supporting role.
Tina is our Executive Assistant. She is incredibly well organised, efficient and a 'jack of all trades'. Prior to joining us, Tina worked as a School Secretary and Personal Assistant to the Head Teacher and was also Clerk to the Governors in a Primary School.
Gail joined our team in 1998 and is responsible for the smooth and efficient running of our office. She draws on a wealth of experience, gained from working in banking and various other client service related roles in financial services.
Felicity is responsible for the day-to-day administration of client policies and plans. She is positive, patient and adaptable. Her previous experience as a negotiator in a finance solutions company makes her a great asset to our team.
We have been helping people successfully transition from work into retirement for over 20 years. As such we have a wealth of knowledge and insight around the whole retirement journey. As this is a very broad subject we have created a separate site devoted solely to the issues and choices you may face as you approach retirement. To find out more click here – http://www.retirementinfocus.co.uk
Stephen founded Strategic Wealth Management and Strategic Family Office - two firms focused on delivering clarity, security and a sense of direction to successful clients and families. Both businesses have developed as a result of Stephen’s own need for a ‘Chief Financial Officer’ to co-ordinate the team of experts looking after all aspects of his financial affairs, personally and for the business.
Stephen is now living his own ideal retirement, splitting his time between his homes in Sussex and Portugal and travelling extensively, whilst still actively supporting the Directors in business development.
Steven passionately believes clients should live their life by their own design; helping them to identify and then realise their goals. Our clients appreciate Steve’s open, honest and proactive approach. He starts by helping them to consider their ‘why?’ and then visualise what is possible. Working in partnership, he creates a plan to support them in managing their wealth. When Steve is away from the office, he enjoys spending time with his family, travelling, cooking (and eating!). He also enjoys rugby, reading and playing guitar.
Our role as financial planners to help our clients understand what money means to them, and help them understand where they are, and where it is they want to get to with their lives. Once this clarity is established, the financial stresses are eradicated and the client finds themselves in a position to make informed decisions about their money and their lives.
Darren has held various roles within the financial services industry. He is a Chartered Financial Planner, and holds the STEP Diploma in Trusts and Estates (England & Wales).
Outside of work Darren enjoys spending time with his family. He also has a keen interest in most sports, although participation is generally limited to regularly swimming to keep fit and the occasional social round of golf.
Our Technical Services Manager, Cliff looks after communications and all of the technical paraplanning we require for our client reports.
His role as a Financial Adviser prior to joining us ensures he understands the intricate needs of our clients. This, coupled with his strong technical knowledge, problem solving skills and attention to detail make him highly effective.
We asked Cliff to name the historical figure he most admires. He cited Winston Churchill, for his achievements and defiant nature.
Tina is the office Executive Assistant. She provides help behind the scenes to support the Directors and ensures the team stay organised.
Tina’s biggest strengths are her attention to detail, organisational skills and her ability to communicate with people at all levels. She joined the practice because she felt she could add to the dynamic of the team.
At the weekend you are most likely to find Tina relaxing with her family and friends. If she won £10 million tomorrow, she would design her very own 'Grand Designs' home.
Felicity is a key member of our Client Service team, responsible for all aspects of the day-to-day administration we undertake on behalf of our clients.
As a client of Strategic Wealth Management you will have phone or written contact with Felicity, as she works behind the scenes to ensure you have a seamless experience.
When asked what superpower she would most like to have she replied "Teleportation as it would be lovely to be able to 'pop' over to see my friend in Australia for the weekend."