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Strategic Wealth Management
Home
Why choose us?
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Keeping wealth in the family
Our services
Blog
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Client Portal
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Will disputes are on the rise. Here are 7 pragmatic steps you could take to minimise conflicts
Laura Marsh 28/05/2024 Laura Marsh 28/05/2024

Will disputes are on the rise. Here are 7 pragmatic steps you could take to minimise conflicts

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How to make the unexpected part of your financial plan
Laura Marsh 20/05/2024 Laura Marsh 20/05/2024

How to make the unexpected part of your financial plan

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4 compelling reasons you might want to consolidate your pension
Laura Marsh 20/05/2024 Laura Marsh 20/05/2024

4 compelling reasons you might want to consolidate your pension

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3 valuable ways business owners could extract profits
Laura Marsh 19/04/2024 Laura Marsh 19/04/2024

3 valuable ways business owners could extract profits

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6 in 10 Brits are unaware their pension is usually outside of their estate
Laura Marsh 19/04/2024 Laura Marsh 19/04/2024

6 in 10 Brits are unaware their pension is usually outside of their estate

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5 practical tips that could help you set realistic financial goals
Laura Marsh 19/04/2024 Laura Marsh 19/04/2024

5 practical tips that could help you set realistic financial goals

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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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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

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Telephone: 01732 760 000

Email: info@strategic.uk.net