Our Services
We are a one-stop shop for all your financial needs, be they personal or business-related.
Our services include:
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."