Established in 2007...
Strategic Wealth Management (SWM Group) was born out of dissatisfaction with the lack of truly independent fee only financial advisers willing to put the client first.
With a clean sheet of paper in front of them, and a wealth of domestic and international contacts the Directors set about putting all that they had learnt in their collective years in the industry into a client focused, holistic wealth management practice.
The Corner Stones of SWM Group are:
Client First Approach
Independent, Fee only Advice
Evidence Based Investment Philosophy
Transparency of Total Fees and Costs