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Strategy Wealth

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Saint Austell
Strategy Wealth

Independent Financial Advice & Financial Planning firm.

28/01/2026

We’re delighted to announce that, for the second year running, David Ellicott BSc (Hons) DipPFS PFE(PIP)® will be featured in The Times and The Telegraph as one of the VouchedFor Top Advisers for 2026!

Receiving this recognition for the second time is truly amazing and a real honour as it reaffirms our ongoing commitment to keeping exceptional advice and service at the heart of everything we do.

A huge thank you to everyone who has left us a review, and to all our clients for your continued support and trust. 🙏🏻

Read David's reviews: https://www.vouchedfor.co.uk/firm/13062-strategy-wealth-uk-ltd

17/03/2025

𝗚𝗼𝗼𝗱 𝗡𝗲𝘄𝘀 📰

We are thrilled to announce that David Ellicott has been featured in The Times newspaper as one of the VouchedFor Top Advisers for 2025!

This recognition is a testament to our commitment to providing exceptional advice and service to our clients. We couldn't have achieved this without the trust and support of our amazing clients and the hard work of our dedicated team.

A special thank you to everyone who left us a review. Your feedback and support have been invaluable in helping us reach this milestone. 🙏

10/03/2025

🌟 New Team Member🌟

We are thrilled to welcome Jenny Carr to our team as our new Systems & Compliance Manager. Jenny brings a wealth of experience in financial services, having worked with Lloyds Bank, Zurich Financial Services, and Invesco Perpetual.

We are delighted to have Jenny onboard and look forward to leveraging her expertise to better serve our clients.

Check out Jenny's profile on our About Us page: www.Strategy-wealth.co.uk/about-us

Welcome to the team, Jenny! 🎉

29/01/2025

𝗢𝘂𝗿 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗥𝗼𝗮𝗱𝗺𝗮𝗽🛣️

We're excited to share our step-by-step guide to help you achieve better outcomes. Whether you're reviewing your protection, planning for retirement, saving for a big purchase, or just want to get your finances in order, our personalised approach has got you covered.

𝗛𝗲𝗿𝗲'𝘀 𝗵𝗼𝘄 𝘄𝗲 𝗱𝗼 𝗶𝘁:

👁️𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿: Let's start with a friendly chat about your goals.
✏️𝗢𝘂𝘁𝗹𝗶𝗻𝗲: We'll craft a personalized plan just for you.
💡𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵: We find the best options tailored to your needs.
⚙️𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁: Time to put our plan into action!
✅𝗥𝗲𝘃𝗶𝗲𝘄: Regular check-ins to keep you on track.

Ready to take the first step? 📅 Book your free initial meeting today and let's start planning your financial future together!

👉 www.strategy-wealth.co.uk 🖥️

20/12/2024

🎄 Closed for Christmas 🎄

As the festive season approaches, we wanted to let you know that Strategy Wealth will be closed for Christmas from 3 PM on December 20th and will reopen on January 6th.

We wish you all a Merry Christmas and a Happy New Year! 🎅✨🎁🎉

Warmest wishes, The Strategy Wealth Team

29/11/2024

🌟 Our latest Google Reviews 🌟

Check out what our clients are saying about us! 🥳👇

31/10/2024

📢 𝗕𝘂𝗱𝗴𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲! 📢

Strategy Wealth’s budget update is now live on our website! 📝💼

Stay informed visit www.strategy-wealth.co.uk/newsletter to read the full update.

02/10/2024

We are thrilled to announce our sponsorship of Plymouth Argyle’s goalkeeper, #𝟐𝟓 𝐌𝐚𝐫𝐤𝐨 𝐌𝐚𝐫𝐨𝐬𝐢! 🧤⚽

With Ian’s son, Michael, currently playing and training with the U15’s at Plymouth Argyle’s Cornwall Centre of Excellence, the opportunity to sponsor Marko was an easy decision. This partnership combines our love for the Greens and our passion for goalkeeping.

Marko joins Plymouth Argyle from Shrewsbury Town to strengthen the squad following Connor Hazzard’s recent ankle operation that will see him out for 12 weeks. We are confident that Marko, with his wealth of experience, will showcase his talent on the pitch.

Good luck to Marko and the team! 💚

# Argyle

23/09/2024

We are delighted to announce our continued sponsorship of Lanreath Football Club for the 2024/25 season. ⚽

Ian is extremely proud to be a part of the Lanreath Veterans team, what a great bunch of people. 💪

We wish all the Lanreath teams the best of luck for the season ahead! 🍀

05/08/2024

🎉 𝗘𝘅𝗰𝗶𝘁𝗶𝗻𝗴 𝗡𝗲𝘄𝘀: 𝗪𝗲𝗹𝗰𝗼𝗺𝗶𝗻𝗴 𝗡𝗲𝘄 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗶𝗻 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿!🎉

We are incredibly grateful for all the amazing client recommendations and the wonderful new clients who have joined us over the past few months. Thank you for your support! 🌟

Due to this fantastic influx, we had to temporarily limit new client intake to maintain our high level of service. But here’s the great news, we’re almost done with this phase and will be ready to welcome new clients starting in September! 😁📅

Ready to set financial goals, plan for retirement, or ensure your money is working as hard as you do?

Now’s the perfect time to book a 𝗙𝗥𝗘𝗘 meeting with us!

📅 𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝘂𝘀 𝗻𝗼𝘄 𝘁𝗼 𝗯𝗼𝗼𝗸 𝘆𝗼𝘂𝗿 𝗮𝗽𝗽𝗼𝗶𝗻𝘁𝗺𝗲𝗻𝘁!

Address

Victoria Offices & Conference Centre
Saint Austell
PL268LG

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.strategy-wealth.co.uk/

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