Strategic Wealth Services
What We Do
Income Assessment & Debt Consolidation
We analyze your cash flow, income sources, and monthly outgoings to structure effective budgeting models. By identifying inefficiencies, we help clients consolidate existing high-interest debts into manageable, structured plans.
Our expert financial advisors work closely with you to establish achievable milestones, reducing financial strain and preparing you for long-term capital accumulation.
Savings & Investment Opportunities
Grow your reserves with our flexible investment products. We offer three primary structures:
- Basic Savings Plan: Conservative annual returns up to 2.4%, 0% tax, minimal entry thresholds.
- Savings Plan Plus: Moderate growth plan returning up to 5.5% with built-in tax-exempt profit bands up to £12,000.
- Managed Stock Investments: High-yield stocks yields up to 23% managed directly by the RBSX trading desk.
Managed Investment Portfolios
For clients looking for hands-off wealth accumulation, our portfolio management service handles asset allocation, stock selection, and regular rebalancing.
Our risk assessment framework ensures that your portfolio aligns with your savings goals and timeframes, cushioning your assets from sudden market drops. Use our interactive calculator to see simulated outcomes over 1, 5, and 10 years.
Launch Calculator