About Strategic Wealth Limited
Strategic Wealth Limited offers financial services advice to clients and their professional advisers.
We work together with regulated professionals both onshore and offshore to provide bespoke financial planning which is tailored to individual clients needs.
Our UK qualified advisers have a wealth of experience that ensures that the advice given is bespoke financial planning via our network of worldwide product providers.
Senior Team Members:
Steve Whittam (Managing Director & Financial Planner)
Steve Whittam is a professional independent financial adviser with offices in both the UK and Gibraltar.
Steve holds the AF3 Advanced Pension qualification and is a UK Level 4 Diploma qualified international financial adviser with over 15 years experience in providing financial solutions to clients all over the world. During his career Steve has been a Regional Manager for UK and Europe with a leading international bank as well as a Director of a large firm of financial advisers based in the Isle of Man.
Priding himself on integrity and transparency Steve believes in providing clients with open, honest and impartial advice that is always in the client’s best interest. Specialising in wealth creation and preservation, Steve has over a decade’s experience in strategic tax mitigation and during this time has helped over 1500 clients achieve their financial goals in the most tax efficient manner. Steve is a leading figure in the global overseas pension (QROPS and QNUPS) arena and has consulted on the various developments and evolution of international pension transfers since 2006. Qualified to UK and international standards, Steve is able to advise on all varieties of pensions and investments.
Steve also works closely with other professional intermediaries and financial advisers, providing advice, assistance and support for their international clients.
Darren joined the team in February 2013 and brings with him over 28 years experience in financial services. He has previously worked in the UK, Jersey and the Isle of Man and moved to Gibraltar at the beginning of 2012.
During this period, he has worked primarily for leading international banking groups, specialising in advising on investments and pensions. His experience includes setting up businesses in the Far East and Europe and managing teams of highly qualified financial advisers in the Isle of Man, Channel Islands, Europe and the Far East.
Darren is qualified by the Chartered Insurance Institute’s Financial Planning Diploma (level 4) which means he also meets the stringent new requirements (effective from 1st January 2013) laid down by the UK financial services authority’s (FCA) retail distribution review. The FSA is widely regarded as setting the highest of international standards in the field of financial services.
Darren prides himself on utmost integrity and putting his clients at the forefront of everything he does. This is borne out by the number of his loyal clients that have followed him throughout his career.
Glenda joined the team in 2013 and brings with her over 15 years in Financial Planning Administration and Client Services. During this time she has worked for a leading bank in Gibraltar and has a wealth of knowledge on insurance and investment products. She has previously worked with Darren Mills and together they will focus on the insurance business in addition to Investments & QROPS
Born and raised in Gibraltar, Glenda’s knowledge of the local market is invaluable in providing after-sales servicing for our clients. She is also experienced in dealing with international clients and is fully bilingual.
Glenda prides herself on offering World Class Client Service and ensuring clients needs and requests are met to the highest standards.
Kim has recently joined the Strategic Wealth Team. She brings a wealth of experience in banking and investment services having worked at Barclays Gibraltar for over 10 years. Born and raised in Glasgow, Kim previously worked at the renowned Loughbourgh University for 15 years, in the role of Sales and Conference Manager.
Her position as Quality Control Manager will enable Kim to use her full potential as a confident and enthusiastic member of the team. She brings a multitude of skills and customer service experience that she has attained throughout her working career.
Gina Barry – External Compliance Consultant
Gina has over 20 years experience in financial services and has been with the company for over 17 years. Gina is at the final stages of being qualified to the highest UK standards.