Strategic Wealth Management Limited
aka Strategic Wealth Management, Strategic Wealth Management Limited
About
We are a financial planning and wealth management firm located near Sevenoaks in Kent, dedicated to the service and prosperity of individuals, couples and their families. We provide a personalised, life-centred approach to planning and investing for the future.
Source: strategicwealth.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 137472
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Assisting in the administration and performance of a contract of insurance
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 02205890
- Company Status
- Active
- Incorporation Date
- 16 December 1987
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 August 2024
- SIC Codes
- 64999
Team (9)
Steven Robert Hotham
ApprovedCertifiedDarren Charles Berry
CertifiedJohn Richard Poyner
ApprovedDafydd Cynog Evans
ApprovedEdwina Heather Galloway
No longer requiredLesley Karen Chatfield
No longer requiredStephen Raymond Marsh
No longer requiredDavid Marsh
No longer requiredClifford Robert Jenkins
No longer required
Google Reviews
4 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- , South East
- 24 years FCA-authorised
- 11 registered individuals
- 3 specialisms
- 6 FCA permissions
- CH 02205890
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.