01732 760000 info@strategic.uk.net


Our life-centred planning and comprehensive wealth management services are designed to support the complex needs of successful individuals and their families. When you become a client of Strategic Wealth Management you will receive a differentiated approach that puts your life at the centre of your financial decisions. It all starts with a conversation to understand your perspectives, values and future aspirations.



Using our three stage Life Centred Planning Process we can help you achieve financial independence, retire well, protect your wealth throughout your life and pass it on to future generations. Strategic Wealth Management is a privately owned and independent firm, which means that all of our advice is free from conflict. Your Wealth Planner will work closely with you over the long-term, sourcing bespoke solutions to suit your needs. 

    Align your money with your time & values

    Achieve your goals & dreams

    Optimise your return on life

    The first stage involves establishing where you are today and where you want to be, as well as any barriers standing in your way.  We consider your family and (where relevant) work/ business dynamics, the choices available and the trade offs that you may need to make to achieve the vision of your best possible life.  Our process includes:


    • Your Story
    • Meaningful Conversations
    • Return on Life Assessment
    • Wealth Perspectives
    • Life Vision Creation
    • Trade Off Analysis

    In the next stage we create a Financial Strategy Blueprint, running cash flow projections, ‘what if’ scenarios and establishing your Investment Policy Statement. This stage in the process concludes with your Action Plan – a detailed implementation roadmap designed to support the choices you have made and turning your vision into achievable reality.  Our process includes:

    • Cash Flow Modelling
    • What If Scenarios
    • Risk Assessment
    • Financial Strategy Blueprint
    • Investment Policy Statement
    • Implementation Roadmap

      Stage three is about fulfilling your vision and plans through the provision of detailed advice on investment portfolios, tax, income and estate planning strategies, and risk mitigation. We implement the advice provided, review your plans regularly and deliver ongoing support and counsel, always on hand to provide the advice required whenever your circumstances change

      Our process includes:

      •  Investment Consulting
      • Tax Planning
      • Estate Planning
      • Risk Mitigation
      • Asset Location
      • Advice Fulfilment


        Strategic Wealth Management

        1 East Point

        Seal, Kent TN15 0EG

        T. 01732 760 000

        F. 01732 763 816

        E. info@strategic.uk.net

        Strategic Wealth Management Ltd, authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate tax advice, trusts or wills. Registered in England and Wales no. 2205890.