The difference, is Independence.

Strategy Wealth is an Independent Financial Advice & Financial Planning firm, serving clients in Cornwall, Devon & beyond.

Being Independent means that we do not have any ties, loyalties or incentives, with any investment provider or product, and can therefore reassure you that any advice and recommendations that we make, will be made with one priority in mind - that it is the best thing for you!


With our 'whole of market' access, we can use our Independent software and research tools, to pick from the best solutions in the marketplace, and tailor our recommendations to meet your needs and objectives. 


To find out more, please contact us to arrange your initial meeting, at no cost. 

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Strategy Wealth Uk Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Strategy Wealth is a trading name of Strategy Wealth Uk Ltd which is registered in England and Wales no. 14838686. Registered office 45 Tanwood View, Bodmin, Cornwall, PL31 2PN. Directors: David Ellicott & Michael Rowan.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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