What counts as gifting

June 16, 2022

Make the most of your money: start your financial planning today. Give us a call on 0131 357 3240 or send us an email at contactus@strategicws.co.uk.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances. Please note that (tax advice) (Trusts) (Wills) are not regulated by the Financial Conduct Authority. Strategic Wealth Solutions Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Strategic Wealth Solutions Ltd is registered in Scotland, Number SC517668. Registered Office: Office 10, 109 Swanston Road, Edinburgh, EH10 7DS

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Rating

5.0

Read our 60 Reviews

google

Very happy with the service from SWS. Having dealt with both Keith and Ryan, I find them both very professional, yet friendly, knowledgeable and approachable. I would certainly recommend SWS to anyone looking for financial advice.

Sheila Scott July 26, 2024

google

I’m so glad I was referred to Strategic Wealth - the team consider so many details in every recommendation they make, and the regular contact makes it feel like a valuable relationship instead of just an investment. I’d recommend them to anyone who wants to feel confident with their investments and future planning.

Leon Daniel Kiteley April 14, 2024

google

Keith & Ryan are very knowledgeable in their field. Both are so detailed in their care & attention of our needs. We wouldn’t go anywhere else for help & advice

Beth Craig February 6, 2024

google

From the start the service I received was second to one. Attentive, knowledgeable and supportive. I’d recommend Strategic Wealth Solutions to anyone looking for support on planning their financial future.

Barry Marsh October 31, 2023

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Chris Gemmell October 28, 2023

google

SWS have been a great help sorting out our corporate business planning. Would highly recommend for businesses!

The Skin & Lifestyle Edit October 20, 2023

google

Keith and the team at SWS are first class in the service they deliver. What I particularly appreciate is the care taken to genuinely understand a client's full situation so that the right level of advice and is given but also to do so in a way that can be understood without jargon. It certainly feels like there is a relationship and that it's not just a transaction!

Alan Smith October 16, 2023

google

Very happy with the service at Stratigic Wealth, knowlegable and professional from the start

Office Admin October 16, 2023

google

Very professional service, highly recommend

Accounts Department October 16, 2023

google

Keith & his team are excellent at what they do. Would highly recommend seeking their advice & knowledge.

Natalie Chalmers October 15, 2023

google

This is a fantastic company to work with as they provide excellent service, are responsive and listen to me. Over the years we have also built an excellent relationship so I feel valued as they have taken the time to get to know me as a person.

Jonathan Macwhirter October 15, 2023

google

Keith Barr at Strategic Wealth has been brilliant. He is managing my pension and was very thorough going over all my expenses etc before deciding what course to take. He is very understanding with extensive knowledge. He has also dealt with any small initial snags promptly and effectively.

Sue Wheeler October 14, 2023

google

Keith and his team are extremely knowledgable in their field and are a great source of information - especially for new clients. I feel I’ve been given good quality advice which has been tailored to my current circumstances/lifestyle. The pros and cons of each piece of advice were explained clearly and I left feeling confident in making decisions for my financial future. If anyone is thinking about exploring wealth management/financial planning I would absolutely recommend SWS

Kris Munro October 14, 2023

google

Always available, knowledgable and good service.

Lee Jansen September 21, 2023

google

Very friendly and well informed team who present clear and understandable advice with your long term interests at heart. Just had a 6 month review and very happy with the quality of the reporting and information presented. I’d happily recommend anyone looking for pension and investment advice to contact Strategic Wealth Solutions.

Simon Needham September 14, 2023

google

I have been with Keith and his time since before he set up SWS. The service provided is spot on and very personal. I would fully recommend SWS to anyone seeking Pension or Financial Advice.

Andy Girvan August 2, 2023

google

After having a baby during the pandemic, I contacted Ryan McCallum to put some life insurance in place for me. It was something that I knew I needed but I had no idea what cover/policy would be best. Ryan went through all of my options and found brilliant cover with weekly perks to suit my budget and lifestyle. I would 100% recommend getting in touch with Ryan if your thinking about life insurance cover.

Roseanne Chadwick November 17, 2022

google

We would not have been in a position to buy our flat without Keith's expert help, allowing us to secure a mortgage that worked for us, within a very tight deadline. At the time, we were new to the ins and outs of the Scottish property system and we would have lost out on the flat of our dreams had it not been for Keith. Several years down the line, we are looking to move again, and with the mortgage side of things having since been taken over by Craig, we are happy in the knowledge that we continue to be in safe hands. In the meantime, Keith continues to provide excellent financial advice. The whole team is committed, approachable, knowledgeable and friendly. I would not entrust my finances to anyone else.

Aoife Ni Chinneide August 23, 2022

google

Great service from Keith Barr & his team, Fully recommend anyone to use Strategic Wealth Solutions, I have had nothing but excellent service from them, Thanks very much. Regards David Etherington.

David Etherington August 4, 2022

google

Professional with care and attention is how I would describe my experience with Ryan McCallum at Strategic Wealth Solutions. From the very start he listens to find out what I want and then has continued to tailor solutions to suit both myself and my family. When change has been required it has been smooth and easy to deal with Ryan and the outcomes are always amazing. Great financial advice and planning given. Thoroughly recommend having a chat with Ryan to help you plan ahead. Thank you.

Keith Docherty June 15, 2022

google

I was introduced to Strategic Wealth Solutions through a recommendation from my brother in law. From the onset they put me at my ease and walked me through step by step the minefield that can be a daunting task. Their communication and advice has been second to none and i can highly recommend them to anyone needing financial advice. I will be recommending them to all my friends and family.

Graham Lawrie April 21, 2022

google

Very professional and knowledgeable as well as very approachable staff.Would def recommend this company.

Elaine Barr March 9, 2022

google

Very knowledgeable and friendly staff, the service I received was second to none. The difference between the service I received from Strategic Wealth Solutions and the previous company I used was like night and day.

douglas barr March 9, 2022

google

Faultless, friendly and professional service. Such a refreshing change to be presented with options in such a clear manner.

Derek Radin March 9, 2022

google

I have been with a few Financial Companies over the years but have at last, managed to find one that works for me. Strategic Wealth Solutions has been a god send. They are extremely Professional, friendly and treat you like a person and not just a number, which is very important. They give respect, give time to get to know you face to face and they listen to what your needs are, as well as giving professional advice and feedback. Even though I have only been with Strategic Wealth Solutions for a year, I cannot fault them. The service they provide is second to none. They have provided me with great service that I trust and I look forward to many years being ‘taken care of’ knowing that I have peace of mind.

Jen Drain January 24, 2022

google

Keith and the team at SWS have been helping me sort life insurance and reorganizing my pensions for myself and my wife. They have been really great, super responsive and we are now looking further into how they can help us! Would highly recommend getting in touch with them if you are looking for a fresh approach to help manage your finances.

alex richards January 13, 2022

google

Big thank you to Strategic Wealth. Service over the past few months had been first class. Keith & his team really go out there way to make sure you are happy. Very professional organisation. Knowledge & attention to detail impeccable. Definitely be using them in future, strongly recommend. Owen Murphy

Owen Murphy December 15, 2021

google

I was recommended Keith and his team at Strategic Wealth Solutions and have been extremely impressed with the level of service provided. Keith has been highly professional, swift and supportive at all times, taking time to explain complex issues clearly and concisely. I was delighted with the outcome the team delivered and would highly recommend.

John Davidson December 15, 2021

google

I was recommended by a friend and honestly couldn’t be happier! Keith and his team are incredibly professional and make everything very easy for me. Stress free would highly recommend!

Paul December 15, 2021

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Alison McCabe October 13, 2021

google

Have been with the service for over 10 years now and would certainly recommend them. Even though I chose to opt for a low to moderate risk investment profile, the options which Keith recommended have meant that my investments have steadily grown even in these volatile times.

Lilias Morrison October 18, 2020

google

Info @mobosportsarena.com October 7, 2020

google

5 star all round for Craig and his knowledge

Burton O’Brien October 7, 2020

google

Thanks to Craig for helping our finances out. Great professionalism throughout.

Marc O'Brien October 7, 2020

google

Good and friendly advice. Everything explained in easy to understand every day language. Happy that they have my best interests at heart

Ian Read October 6, 2020

google

The Practice Manager at Strategic Wealth Solutions, Kerry Adams, is very efficient, hard-working and professional. Not only providing an excellent service, she is always a pleasure to deal with.

Bridget Lee September 16, 2020

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We have been very pleased with the service provided over many years now. Professional at all times and always available, even outwith the six-monthly official review dates. Also, doesn't sugar-coat things, which is a good thing!

Colin Sutherland September 11, 2020

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I have been a client with Strategic Wealth Solutions Ltd for the past few years and have always been satisfied with the service l have received from Keith Barr.

Elizabeth Bryce September 1, 2020

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Allan Woolfe August 21, 2020

google

The team were great and kept me informed throughout the whole process, thanks so much!

June Paxton August 7, 2020

google

Mark consistently helped me throughout and always kept me updated on my case. Can't recommend enough.

Ross Reilly August 7, 2020

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Keith has looked after my finances for years now. He very reliable, trustworthy and just great at what he does.

Nic Dunlop August 7, 2020

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Joanne Gay August 5, 2020

google

Fantastic professional advice from Keith and his team. Keith handles all of our staff pensions and insurances.

Andrew Lamond August 4, 2020

google

Strategic Wealth Solutions Practice Manager Kerry is a credit to the team. Not only efficient and reliable but also a natural multi tasker. Kerry deals with all requests in a timely manner combining professionalism with a warm smile and equally warm tone. Nothing is too much trouble. Clear, concise communication at all times. A real asset to the SWS Team.

kathleen mcivor August 4, 2020

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Reiki Master July 17, 2020

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Ncky MacDonald July 17, 2020

google

I was advised by a family member to contact this company to obtain a review of existing investments. I found Keith to be extremely personable and well informed. We discussed my investment preferences and he produced a tailored plan that more than met my needs. The investment options where clearly explained and i have greatly benefited from his insights.

Ian Dryden July 17, 2020

google

We used Keith to set up our life insurance, critical illness and work place pension scheme. He is very knowledgeable in all financial fields and went above and beyond to give us the best possible options.

Heather Lamond July 16, 2020

google

The company has been my financial adviser for three years. They are extremely responsive and professional and I think they are better than much better than any of else certainly in Scotland.

Richard Howard July 16, 2020

© Copyright 2021 Strategic Wealth Solutions, all rights reserved | Privacy | Terms | Accessibility
Strategic Wealth Solutions LTD is registered in Scotland, Number SC517668. Registered Office: Office 10, 109 Swanston Road, Edinburgh, EH10 7DS

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 17/11/2023.

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