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Strategic Wealth Management
Home
Why choose us?
Our approach
Meet our team
Our fees
Preparing for retirement
Thriving in retirement
Keeping wealth in the family
Our services
Blog
Guides
Contact
Client Portal
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Retirement planning: The importance of setting out your lifestyle goals
Preparing for retirement Laura Marsh 19/02/2024 Preparing for retirement Laura Marsh 19/02/2024

Retirement planning: The importance of setting out your lifestyle goals

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The feel-good news stories you might have missed in 2023
Laura Marsh 15/01/2024 Laura Marsh 15/01/2024

The feel-good news stories you might have missed in 2023

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Research: How to slow the signs of ageing and feel healthier in your later years
Thriving in retirement Laura Marsh 15/01/2024 Thriving in retirement Laura Marsh 15/01/2024

Research: How to slow the signs of ageing and feel healthier in your later years

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Fraudsters used “social engineering” to steal £580 million in the first half of 2023
Laura Marsh 08/01/2024 Laura Marsh 08/01/2024

Fraudsters used “social engineering” to steal £580 million in the first half of 2023

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Why the numbers are essential for successful financial planning
Retirement Planning, Preparing for retirement Laura Marsh 01/01/2024 Retirement Planning, Preparing for retirement Laura Marsh 01/01/2024

Why the numbers are essential for successful financial planning

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The pros and cons of choosing a living legacy over leaving an inheritance
Keeping wealth in the family, Estate planning, Tax planning Laura Marsh 25/12/2023 Keeping wealth in the family, Estate planning, Tax planning Laura Marsh 25/12/2023

The pros and cons of choosing a living legacy over leaving an inheritance

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The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?
Thriving in retirement, Preparing for retirement, Keeping wealth in the family, Retirement Planning Laura Marsh 18/12/2023 Thriving in retirement, Preparing for retirement, Keeping wealth in the family, Retirement Planning Laura Marsh 18/12/2023

The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?

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Passive vs Active: Winning the long game
Investing Laura Marsh 11/12/2023 Investing Laura Marsh 11/12/2023

Passive vs Active: Winning the long game

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5 practical things to check as part of a financial midlife MOT
Thriving in retirement, Preparing for retirement Laura Marsh 22/03/2023 Thriving in retirement, Preparing for retirement Laura Marsh 22/03/2023

5 practical things to check as part of a financial midlife MOT

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Explained: How pension tax relief works and boosts your retirement savings
Thriving in retirement Laura Marsh 15/03/2023 Thriving in retirement Laura Marsh 15/03/2023

Explained: How pension tax relief works and boosts your retirement savings

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Soaring inflation drives up retirement costs by almost 20% in just a year
Thriving in retirement Laura Marsh 08/03/2023 Thriving in retirement Laura Marsh 08/03/2023

Soaring inflation drives up retirement costs by almost 20% in just a year

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Estate planning: 3 different ways you can pass on wealth to your loved ones
Keeping wealth in the family Laura Marsh 01/03/2023 Keeping wealth in the family Laura Marsh 01/03/2023

Estate planning: 3 different ways you can pass on wealth to your loved ones

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Why a hands-off approach could make sense when you invest
Investing Laura Marsh 22/02/2023 Investing Laura Marsh 22/02/2023

Why a hands-off approach could make sense when you invest

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3.3 million pre-retirees have started a phased retirement. Here’s what you need to know about managing your finances
Preparing for retirement Laura Marsh 15/02/2023 Preparing for retirement Laura Marsh 15/02/2023

3.3 million pre-retirees have started a phased retirement. Here’s what you need to know about managing your finances

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Revealed: The key to happiness in retirement is focusing on experiences
Thriving in retirement Laura Marsh 14/02/2023 Thriving in retirement Laura Marsh 14/02/2023

Revealed: The key to happiness in retirement is focusing on experiences

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8 mood-boosting tips to battle seasonal affective disorder and get you through winter
Laura Marsh 08/02/2023 Laura Marsh 08/02/2023

8 mood-boosting tips to battle seasonal affective disorder and get you through winter

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Estate planning: What is it and why does it matter
Keeping wealth in the family Laura Marsh 01/02/2023 Keeping wealth in the family Laura Marsh 01/02/2023

Estate planning: What is it and why does it matter

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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. Registered address North House 198 High Street, Tonbridge, Kent, TN9 1BE.

Past performance is no guarantee of future returns and the value of investments can go down as well as up. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. 

To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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Address

1 East Point, Seal, Kent, TN15 0EG

Contact

Telephone: 01732 760 000

Email: info@strategic.uk.net