Testimonials
Andrew, SWM Client
“Steven Hotham has been instrumental in improving my financial well-being. His expertise in investment strategies and financial planning has allowed me to make informed decisions that align with my long-term goals. He has provided valuable insights on asset allocation, tax planning, and risk management, resulting in improved financial stability and growth. With Steven's guidance, I've gained a deeper understanding of my financial options and a greater sense of security in my financial future.”
SWM Client
“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.”
SWM Client
“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.”
Daryl, SWM Client
“With a variety of financial planning, investment strategies and, more recently, with transfer of assets to the next generation. Strategic understands our personal risk profiles to investments, finds solutions and supports the discussion on the way to make them happen. I believe the investment strategies selected have allowed us to out perform the market, at an acceptable risk level. In times of my stress, during the sad loss of my mother, they have been willing to reach out and assist, on a timely manner, when I needed information and assistance. I am always grateful for their support.”
SWM Client
“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.”
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