You
People usually come to us when they are at a crossroads.
They're probably looking to make a change in their life or are concerned about the future.
We spend the majority of our time working with two groups of people.
First, those nearing retirement. We will help you understand what you want from the next stage of your life, get to know your goals, and then create a financial plan to help you achieve them.
Second, people who have recently lost a loved one, particularly widows. We will empathetically assist you in organising your affairs and, when the time comes, putting a plan in place to secure your financial future.
We work best with people who:
- Value the importance of financial planning and are eager to participate in the process.
- Both partners in a marriage or civil partnership are equally committed to the financial planning process.
- Have built up £750k or more across your defined contribution pensions, savings and investments — and now want to delegate the complexity of financial planning and investment management to a trusted expert, so you can focus on what matters most to you.
You can learn more about how we can assist you, below.
Planning for Retirement
We will assist you in looking ahead, developing a solid strategy that will turn your goals and dreams into reality.
Recently Bereaved
We will empathetically assist you in making sense of your financial situation and renewing your sense of purpose.
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.
Are You Ready to Retire?
Take our retirement readiness quiz to learn whether you're on-track to plan for your ideal retirement.
© 2026 Strategic Wealth Partners Limited.
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.
