Strategy Wealth - Saint Austell

Alex S.

David and the team have been handling my financial planning and 'wealth' (pensions and investments) since well before they went out on their own and founded Strategy Wealth with the aim to provide customers with an even better service across the full suite of financial services.

The advice I've received has always been excellent and I've seen growth year after year at levels above I'd have achieved from a larger player with a less tailored portfolio. Equally, when in these unpredictable times the markets have seen a shock my investments have been noticeably protected which has resulted in extremely strong growth.

When I eventually retire, it's likely now to be a few years earlier than I would have originally hoped and I know I have David and the team to thank.

If you are looking for an experienced team that know what they are talking about and can guide you through the complex world of investments and financial management to put a plan around you while being as tax efficient as possible to give you real piece of mind that you've made the right choice then look no further.

Mike G.

David has been our Wealth Advisor for a number of years, when he moved and started Strategy Wealth we had no hesitation in putting our trust in him again. We have been impressed with his advice and attention to detail which has suited our needs, highly recomend David and Strategy Wealth.

D H.

My husband and I have been clients of David Ellicott for a number of years, and when he started his own business together with Ian Rowan, we were delighted to continue our association with him. David has advised us on investments and inheritance in particular. His knowledge of the issues for which we sought advice is extensive, and he has always willingly and competently addressed our questions or concerns. He is approachable and helpful, and we now regard him as a friend, not just our financial advisor. David and Ian make a great team, and we are sure that Strategy Wealth will go from strength to strength. We highly recommend this company.

Tim L.

We have only just joined David and Ian and are already delighted with the meticulous, detailed and friendly service we have received. Very excited about 2025 and building our relationship. Thank you both for making us so welcome.

Eves C.

David and Ian have been so helpful with information and communication to help with my transition to retirement. I thought I had a plan but they helped with a better one for my hard earned money and pension. Thank you so much. Feeling relaxed that my money is working for me to enjoy my retirement. I would recommend them.
retirement is not easy but they know their jobs to get you the best advice.

S R.

David and strategy wealth are fantastic to deal with . Easy to talk to and communicate with , explaining things in understandable language! I feel my investments are in safe hands with great advice . Would highly recommend

Philip B.

David has looked after us for many years and is very patient. He has always given us good advice and is happy to speak about other issues with us, not just finances. Highly recommended.

Steven F.

I am coming up to retirement age, my finances were all over the place, some here, and some there.... there were lots of small pension pots that needed to be looked at, and there were two large pots that needed looking at.
David had already done work for my wife in relation to her pension, she has worked in the financial industry all her life so is still switched on with finance, but with Davids help and advice they moved changed adapted her pensions to suit her changing needs.
David gave me advice on all the small pots of money and what to do with them, and he reinvested the two larger ones, and to this date they are doing well.
I would recommend David and stratergy Wealth to anyone that needs financial advice