What Makes Us Different

Whether you're approaching retirement, have recently lost a loved one, or have found yourself at a crossroads, we know that your money has one job: to support your life.

At Strategic Wealth Partners, we specialise in financial planning. Our approach is fundamentally different from that of the majority of other financial advisers.

We prioritise you, your goals, and your dreams

We believe that before developing a financial plan, we should first explore your most important life goals. This way, your finances can fully support your goals.

In essence, we always prioritise you over your money.

We are specialists in our field

Our belief is that financial planning is a process that should be informed by technical knowledge and experience gained through training and qualifications.

We embody this belief by being trained to listen and ask questions that help you identify your life goals, empowering you to pay less taxes, invest smarter and retire on your terms.

We are financial planners

As financial planners, we address your immediate needs while also looking ahead. We are not incentivised to sell you products. Instead, we always make thoughtful recommendations within the context of your most cherished life goals.

Our financial plan is tailored to your specific needs and take into account all aspects of your life and finances.

We are independent

As an independent firm, we have a wide range of providers available to us. As such, when implementing your financial plan, we have the flexibility to select the best option for you from the entire market.

Our independence complements our position as financial planners; we make tailored, thoughtful recommendations with your best interests in mind.

We believe in the power of listening

We believe that open and friendly conversation helps us get to know you, and we achieving this by listening.

As a result, the financial plan we develop is thoughtful and informed, with a thorough understanding of your needs and objectives.

We strive to be your trusted friend

While we are dedicated to providing a first-class financial planning service, we also believe that these services should be friendly, open, and enjoyable.

We don't discuss numbers until we've gotten to know you. Our meetings are a safe, confidential space. We are professional but approachable.

We want to see you achieve the goals and dreams that brought you to us in the first place. That is why we strive to build and maintain long-term relationships; we hope to become your trusted friend.

Client Stories

Mark & David Client Stories Chartered Financial Planner Strategic Wealth Partners
Mark & David Client Stories Chartered Financial Planner Strategic Wealth Partners

"The trust and feeling of comfort has grown over the eight years since our first meeting."

Steve & Liz Client Stories Chartered Financial Planner Strategic Wealth Partners
Steve & Liz Client Stories Chartered Financial Planner Strategic Wealth Partners

"They are good listeners and make thoughtful recommendations that are relevant to what we are trying to accomplish in our lives."

Anne Client Stories Chartered Financial Planner Strategic Wealth Partners
Anne Client Stories Chartered Financial Planner Strategic Wealth Partners

"Working with them on my long-term financial plan has been a source of comfort since my husband's passing."

Our job is to make sure that every decision you make moves you closer to your goals.

Contact Us

If you've never worked with a financial planner before, we'll guide you through the process.

If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.

Strategic Wealth Partners Independent Financial Advisers Kingston upon Thames Teddington Surbiton
Strategic Wealth Partners Independent Financial Advisers Kingston upon Thames Teddington Surbiton

© 2026 Strategic Wealth Partners Limited.

Privacy and Cookie Policy

Strategic Wealth Partners is an Independent Financial Adviser based in Kingston upon Thames. IFA Kingston – Financial Advisor Kingston.

Our clients value the service we provide and often recommend us to others.

Articles on this website are offered only for general informational and educational purposes. They are not offered as and do not constitute financial advice. You should not act or rely on any information contained in this website without first seeking advice from a professional.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

Strategic Wealth Partners Limited is authorised and regulated by the Financial Conduct Authority FSR 784088. Company No. 10817804 (England & Wales). Registered Office: Station House, Station Approach, East Horsley, Leatherhead, England, KT24 6QX

0208 719 0686

team@strategicwealthpartners.co.uk

The Smith, 145 London Road, Kingston upon Thames, KT2 6SR

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Helping successful professionals reduce taxes, invest smarter and retire on their terms.

CISI Chartered Firm Strategic Wealth PartnersCISI Chartered Firm Strategic Wealth Partners