Strategic Wealth Solutions Ltd

5 / 5

Firm is FCA RegulatedThis firm is regulated and authorised by the Financial Conduct Authority

Strategic Wealth Solutions are a financial advisory firm with collectively over 50 years worth of financial services experience based in the south of Edinburgh. We offer an efficient and friendly service to individuals and companies through east central Scotland and the rest of the UK. We have a team of 7, offering bespoke financial advice and a highly driven ethos on service which is central to our company values. The company is headed by Keith Barr, who is a Chartered Fellow of the London Institute of Banking & Finance who specialises in pensions and investment planning, alongside fellow advisors Ryan McCallum and James McDermid. Our support team is managed by Samantha and have Phil, Natalie and Ann on hand to offer support and general information to all our clients. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An...