Bringing your money to life

We are a financial planning and wealth management firm located near Sevenoaks in Kent, dedicated to the service and prosperity of individuals, couples and their families. We provide a personalised, life-centred approach to planning and investing for the future.

Who we work with

Whether you are focused on planning for your future retirement or have already retired, we will help you gain clarity and provide the confidence that you can retire well and live the best life possible with the money you have available. Our comprehensive wealth management service can help you build and protect your wealth and preserve it for the benefit of you and your family.

You can find out more about the core objectives of the clients we work with and how we help them on the following dedicated client pages.

Our no obligation approach to getting you started…

  • A short initial call will help us to establish whether we are the right fit to work together and whether it is likely that we can provide value to you.

  • Next we will arrange a discovery meeting (normally 60 - 90 minutes) to understand your situation, establish your requirements, objectives and any concerns you might have. This can be done in person or online.

  • Following the discovery meeting we will provide you with a proposal of how we can best move your situation forwards along with any fees involved.

“Our initial meeting gave us the confidence that Strategic Wealth Management would be acting completely in our interests. Our annual review meetings have been very informative and we now feel that our investments and future planning are in safe and proficient hands.”
— SWM Client

Our latest client survey results

Of our clients would be happy to recommend us to family & friends

95%

Of our clients believe working with us has helped/will help them achieve their financial goals

100%

Of our clients are very satisfied with the speed of response from our support team

98%

Meet our team

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.”

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.”

Advice you can trust

VouchedFor is the UK’s leading independent review site for financial advisers, mortgage advisers, solicitors and accountants. Clicking on the VouchedFor badge will take you to our VouchedFor page where you can read about how our clients rate our advice.