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