Strategic Wealth Solutions

Strategic Wealth Solutions Strategic Wealth Solutions (SWS) are a financial advisory firm with collectively over 60 years worth of financial services experience based in Edinburgh.

We have a team of 8 people 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 specialises in pensions and investment planning and also has Craig advising in our mortgage and investment planning area. Our admin team is headed up by Kerry and Jenny, Emily, Ann, Mark and Caitlin are on hand to offer support and general information to all our clients.

17/11/2023

Our offices have been getting some upgrades; come by and see us soon!

10/11/2023

This week is ‘Talk money week’

We don’t talk about money enough in our daily lives.

Now might be the opportunity to start those important conversations.

27/10/2023

Financial wellbeing during a rise in the cost of living

20/10/2023

Financial wellbeing programmes can help employers to support their employee's financial wellbeing


29/09/2023

Financial wellness when it comes to Long Term Care Planning

22/09/2023

Financial wellness in relation to Inheritance Tax Planning

15/09/2023

The stock market…

31/08/2023

What is inheritance tax...

24/08/2023

Investment Planning - did you know...

18/08/2023

How do I save for my children's future?

Hope everyone enjoys the weekend.

Address

Office 10, 109 Swanston Road
Edinburgh
EH107DS

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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