Keith Barr

Strategic Wealth Solutions are a financial advisory firm with collectively over 50 years worth of financial services experience based in the south of Edinburgh. We offer an efficient and friendly service to individuals and companies through east central Scotland and the rest of the UK. We have a team of 5 people offering bespoke financial advice and a highly driven ethos on service which is central to our company values. The company is headed by Keith Barr, who is a Chartered Fellow of the London Institute of Banking & Finance who specialises in pensions and investment planning, alongside fellow advisors Ryan McCallum and James McDermid. Our support team is managed by Samantha and have Emily, Phil and Ann on hand to offer support and general information to all our clients. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx