Name: Strategy Wealth Uk Ltd
Address: 45 Tanwood View, Bodmin
Telephone: 44 7779297919

01726 219560 | office@strategy-wealth.co.uk

Please complete our enquiry form and we will be in touch soon!

To help us understand which of our services may be best suited to your requirements, please provide us with some basic personal and financial information below. There are a few questions at the bottom to help us understand more about how we can help.

Full Name*

This field is mandatory

E-mail*

This field is mandatory

The e-mail address is invalid

Telephone*

This field is mandatory

My annual household income is between £0 and £40,000

My annual household income is between £40,000 and £80,000

My annual household income is above £80,000

The total value of my savings, investments and pensions is between £0 and £100,000

The total value of my savings, investments and pensions is between £100,000 and £500,000

The total value of my savings, investments and pensions is above £500,000

Please tell us in more detail how we can help*

This field is mandatory

How did you hear about us? Did someone recommend us?

What is your main financial concern or objective?

Have you worked with a Financial Adviser Before? How did it go?

What are you looking for in a Financial Adviser?

I hereby agree that this data will be stored and processed for the purpose of establishing contact. I am aware that I can revoke my consent at any time.*

This field is mandatory

* Indicates required fields

There was an error submitting your message. Please try again.

Thank you! We will get back to you as soon as possible.

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.

Please complete our enquiry form and we will be in touch soon!

Privacy Settings

Select all services

Website Translator

Google Maps