Our Mission:

To provide our loyal customers with sound, honest  and transparent financial advice, using the latest technology, empowering them to make better financial decisions.

Generation after generation.

What we do

We are the Financial Planners who care about your financial health, so we’ll take the time to find out what your goals and objectives are for the future — what matters to you?

Through regular communication, we’ll put together bespoke financial solutions that will help you to reach your financial goals.

We know circumstances change, so we’ll meet with you regularly to review your plan and ensure we’re always making your money work for you.

asian family watching sunrise on beach

Who we help

We provide individuals and companies in Central Scotland, and beyond with a straight-forward, transparent service that always has the client’s goals and best interests at heart. With over 60 years of industry experience, we specialise in Retirement Planning, Investment Planning and Corporate Services.

Who we are

The team at Strategic Wealth Solutions are loyal, caring and committed to being the best: for ourselves, for the team and most importantly, for you. We’ll always do the right thing — by working together as a team, we’ll provide the best possible results for you. 

Keith Barr established SWS with a vision to enrich and inform lives through dynamic financial solutions in an ever changing world. 

Together, we have helped to improve over 500 people’s finances and have advised over 300 people who are now enjoying a financially secure retirement.

We’re proud to be part of St. James Place, one of the U.K’s leading wealth management organisations. So whilst you’ll receive the benefits of our personalised approach, you can feel reassured that we’re backed by a FTSE 100 company.

Want to learn more about us? Meet the team behind the great, transformative work of Strategic Wealth Solutions.

 

Advice Guarantee

As a Partner Practice of St. James’s Place, SWS receive thorough support and undertake extensive ongoing professional development to ensure we remain as well qualified and technically able as possible. As a result, St. James’s Place guarantees the suitability of the advice given by our team when recommending any of St. James’s Place wealth management  products and services available from companies in the group giving you complete peace of mind – more details of which are set out on the Group’s website at www.sjp.co.uk/products. 

 

Our Approach

As a family-owned business, we’re built on trust and loyalty. Planning your finances to keep your loved ones safe and secure is the most important thing – we get it and we are committed to providing our clients with the best possible solutions at all times.

We have the know-how to protect your family’s financial future, and to help you to live the life that you want.

When you choose SWS as your Financial Planner, you’ll receive a completely bespoke service, and transparent, tailored financial solutions that will make your money work for you.

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