With 20 years’ experience in Financial Services Keith is a Chartered Fellow of the LIBF, meaning he is one of the most qualified and experienced advisers in his profession, and he has worked at some of the UK’s leading Financial Service providers and institutions.
Keith founded Strategic Wealth Solutions with a view to taking all the good practices gained in his previous roles and adapting them to create a unique service for his clients.
His role in the business is to provide specialist advice across pensions and investments as well as corporate business planning with a particular passion for small to medium businesses.
Outside of work Keith enjoys spending time with his family and loves to travel. In his spare time he enjoys a round of golf and playing football.
Prior to Joining Strategic Wealth Solutions Ryan has been a business owner for the past 15 years. Ryan has a vast network of connections and has always worked well with his clients, building long lasting relationships.
Ryan entered the financial services industry in 2019 and is focussed on Investments and Pensions.
Ryan is also studying towards his chartered status within the industry.
Away from work, Ryan enjoys spending time with his wife and children.
In his spare time Ryan enjoys playing golf on Scotland’s east coast and the occasional game of football.
James joined forces with us in 2024 having worked in financial services for over 35 years.
Over that time, he has built long term relationships with many individuals, local businesses and family trusts, many of James’s clients have been with him for over 20 years.
James works very closely with local schools, businesses, football clubs and retirees from the financial sector, to ensure that all aspects of their financial affairs are considered.
Away from the office its all about family time, aswell as watching and playing as much football and golf as possible.
Samantha joined us in March 2023, and is responsible for the day to day running of the practice, client servicing and supporting Keith in the ongoing development of the Practice.
Samantha brings 10 years of experience in accountancy, investment management and fintech (non-advisory roles). She is also currently studying towards her Diploma in Regulated Financial Planning.
Outside of work, you’ll find Samantha spending time with her family and friends trying new restaurants, or on walks around Midlothian.
Ann joined us in March 2021 and provides administration support to all aspects of the business.
Ann has had a vast amount of financial experience where she worked within the Bank of Scotland branches for many years.
In 2016 Ann joined Scottish Widows Mortgage Department as she was looking for a new challenge. In 2018 she then went on to work in Bank of Scotland Private Banking, giving her the experience of providing support for the Financial Advisers for many years.
Outside of work Ann enjoys spending time with her family and friends and loves walking and exercising.
Phil joined us in November 2023 and provides administrative support to both clients and colleagues.
Phil joined Scottish Widows in 2017 within their work place pensions teams as part of a career change. From there he made the move across to Standard Life and worked within a variety of teams, this allowed him to improve my pension and financial sector knowledge to provide the best service for customers.
Outside of work he plays a variety of sports including rugby and hockey along with socialising with friends.
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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.
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.
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
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.
SWS have been a great help sorting out our corporate business planning. Would highly recommend for businesses!
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!
Very happy with the service at Stratigic Wealth, knowlegable and professional from the start
Keith & his team are excellent at what they do. Would highly recommend seeking their advice & knowledge.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
Very professional and knowledgeable as well as very approachable staff.Would def recommend this company.
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.
Faultless, friendly and professional service. Such a refreshing change to be presented with options in such a clear manner.
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.
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.
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
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.
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!
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.
Thanks to Craig for helping our finances out. Great professionalism throughout.
Good and friendly advice. Everything explained in easy to understand every day language. Happy that they have my best interests at heart
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.
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!
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.
The team were great and kept me informed throughout the whole process, thanks so much!
Mark consistently helped me throughout and always kept me updated on my case. Can't recommend enough.
Keith has looked after my finances for years now. He very reliable, trustworthy and just great at what he does.
Fantastic professional advice from Keith and his team. Keith handles all of our staff pensions and insurances.
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.
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.
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.
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.
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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.
