Our Partners
about Us
Our Partners
In addition to our highly experienced team of advisors, we partner with other specialists through a comprehensive network of business associates to ensure we offer the holistic solutions and strategies that are right for you and your business.
Mark Morris
Specialist TaxAdvice
Meagan de Voil
Specialist Wills and Estates Expertise
testimonials
What Clients Say About Us
"James is someone we trust year after year to keep our financial goals in motion. Caring and responsive to any queries or questions we pose and always a pleasure to deal with."
Sharon & Fiona
clients since 2005"From the very first meeting, we both felt extremely comfortable with the company's Financial Planning Business Model and method of operation. Since committing to Strategic Wealth Services we have been delighted with the overall process, the excellent team and results achieved."
Ron and Jill,
Vermont Victoria"James is someone we trust year after year to keep our financial goals in motion. Caring and responsive to any queries or questions we pose and always a pleasure to deal with."