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Strategic Wealth Management
Home
Why choose us?
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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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Could you face an unexpected bill now the Capital Gains Tax allowance has halved?
Laura Marsh 19/04/2024 Laura Marsh 19/04/2024

Could you face an unexpected bill now the Capital Gains Tax allowance has halved?

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Running out of money tops retirement concerns, but financial planning could bring peace of mind
Laura Marsh 19/04/2024 Laura Marsh 19/04/2024

Running out of money tops retirement concerns, but financial planning could bring peace of mind

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What you need to know about taking your pension tax-free lump sum in 2024/25
Laura Marsh 19/04/2024 Laura Marsh 19/04/2024

What you need to know about taking your pension tax-free lump sum in 2024/25

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Have you overlooked speaking to your beneficiaries as part of your estate plan?
Estate planning Laura Marsh 22/03/2024 Estate planning Laura Marsh 22/03/2024

Have you overlooked speaking to your beneficiaries as part of your estate plan?

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A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam
Laura Marsh 22/03/2024 Laura Marsh 22/03/2024

A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam

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ESG investing: What does a “net zero commitment” mean?
Investing Laura Marsh 22/03/2024 Investing Laura Marsh 22/03/2024

ESG investing: What does a “net zero commitment” mean?

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Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market
Investing Laura Marsh 22/03/2024 Investing Laura Marsh 22/03/2024

Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market

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More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25
Investing, Retirement Planning, Thriving in retirement Laura Marsh 22/03/2024 Investing, Retirement Planning, Thriving in retirement Laura Marsh 22/03/2024

More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25

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Are you risking a pension shortfall by overlooking longevity?
Preparing for retirement Laura Marsh 22/03/2024 Preparing for retirement Laura Marsh 22/03/2024

Are you risking a pension shortfall by overlooking longevity?

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A Lasting Power of Attorney could offer protection at every life stage
Keeping wealth in the family Laura Marsh 21/02/2024 Keeping wealth in the family Laura Marsh 21/02/2024

A Lasting Power of Attorney could offer protection at every life stage

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Investors are turning to government bonds. Here’s what you need to know
Investing Laura Marsh 21/02/2024 Investing Laura Marsh 21/02/2024

Investors are turning to government bonds. Here’s what you need to know

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The powerful investment lessons you could learn from chess grandmasters
Investing Laura Marsh 21/02/2024 Investing Laura Marsh 21/02/2024

The powerful investment lessons you could learn from chess grandmasters

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How to move into the decumulation phase of retirement planning
Thriving in retirement, Preparing for retirement, Retirement Planning Laura Marsh 21/02/2024 Thriving in retirement, Preparing for retirement, Retirement Planning Laura Marsh 21/02/2024

How to move into the decumulation phase of retirement planning

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3 insightful research findings that could help you navigate your “second 50”
Thriving in retirement, Preparing for retirement Laura Marsh 20/02/2024 Thriving in retirement, Preparing for retirement Laura Marsh 20/02/2024

3 insightful research findings that could help you navigate your “second 50”

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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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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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1 East Point, Seal, Kent, TN15 0EG

Contact

Telephone: 01732 760 000

Email: info@strategic.uk.net