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.
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.
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.
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.
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.
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.
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.
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.
Strategic Wealth Solutions is located at Office 10, 109 Swanston Rd, Edinburgh EH10 7DS, UK
You can contact Strategic Wealth Solutions at +44 131 357 3240
You can find directions to Strategic Wealth Solutions by following this map link