SW
Strategic Wealth Solutions
Strategic Wealth Solutions: Clear, approachable financial guidance.
5
Business
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Strategic Wealth Solutions: Clear, approachable financial guidance.
Strategic Wealth Solutions, based in Office 10, 109 Swanston Rd, Edinburgh EH10 7DS, is a trusted Edinburgh financial consultant. Clients praise Keith and his approachable team for clear explanations, thorough cash-flow forecasts, and retirement planning guidance, delivered with a client-focused, accessible service.
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Tailored advice on savings, investments, and retirement strategies to meet your unique financial goals.
Expert analysis and forecasting for pension plans to optimize your future income and security.
Comprehensive guidance on tax-efficient strategies to minimize liabilities and maximize wealth.
Detailed presentations and modeling to illustrate future financial impacts and potential adjustments.
Regular check-ins and updates to ensure your plan stays aligned with changing circumstances and goals.
Professional oversight of investments aimed at achieving growth that exceeds client expectations.
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Overall rating
Audrey
I have known Keith for a number of years and he has a very approachable and helpful team at SWS. Keith is excellent at explaining everything making your reviews easy to understand. The financial advice that I have received has worked well and the growth has exceeded my expectations. I have already recommended SWS to friends and family.
Amy Thabet
Keith is a pleasure to deal with. Very knowledgable but breaks it all down simply and makes it easy to understand for those of us who don’t have a head for numbers or financial planning! His team are very efficient and all my dealings with them have been great so far! Would highly recommend.
Clive Newton
We have been with SWS for 2 years and we are delighted with everything so far. Keith is a brilliant support, from our initial meetings and now ongoing forecasting and reviews, we are extremely pleased and would highly recommend Keith and SWS.
Heather Kiteley
I really liked the presentation of my detailed cash flow, which took me into the future and demonstrated the impact of potential changes I could make now. Keith was very thorough with his explanations. The impact his advice is having on my future retirement plans is enormous. Thanks so much.
David Moffat
I would not hesitate to recommend Strategic Wealth Solutions (SWS) to anyone looking for financial advice and guidance on all matters relating to personal savings, pensions and taxation. I have been a SWS client for many years and have found Keith and his team at all times to be client focused, supportive, knowledgeable and accessible.
