Specialist Matchmakers for over a decade, placing clients with the right partner.
Take the guesswork out of finding the right adviser!
Areas of Speciality
CLIENT / BUSINESS MATCH
Providing a matching service for investors with some of the finest and highest qualified IFA, RIA and WM professionals who offer a range of exceptional financial planning strategies and solutions in a growing international network.
The core of our business is the introduction of selected fund strategies from qualified and regulated professionals and we do appreciate the demands to provide exceptional products and services.
We also provide a channel for funding new business opportunities, trade financing or expansion plans.
Our aim is to deliver a Small Firm Feel, boosted by highly experienced international partners. We are large enough to provide comfort and reassurance to clients serving their needs over the long term with genuine expertise, yet small enough to provide a truly personal service and value to each client.
Why are we different? "Teamwork!"
With a "small firm feel", we offer the best internationally qualified team of Independent and regulated partners in the business. We pride ourselves in maintaining this approach by treating each case with care and consideration, so we’ve hand-picked a high-quality team of financial professionals who are unrestricted & qualified to successfully resolve any matter.
No issue is too big or too small. If you have a problem, our experts can help you find a compliant solution!
Our people make the difference.
This is where you need Strategic Match, as we will do all the work for you!
Everyone has different financial circumstances, needs and desires and there really are no ”off the shelf” solutions. Adding to the confusion, tax laws, financial legislation and international compliance are constantly changing and very complex, so any financial plan must be kept under continual review with the right partners. For high earning individuals and those with complex financial affairs, expert financial planning and investment management advice is essential and available. That’s where a valuable second opinion of your arrangements and finding the right financial adviser with whom you can work with for the long-term, actually do come together!
When you engage with Strategic Match, we work on a No Match, No Fee basis, so results are key!
You deliver the task and our aim is to deliver results. We are large enough to provide comfort and reassurance to clients serving their needs over the long term with genuine expertise, yet small enough to provide a truly personal service and value to each client.
This platform now gives prospective clients the ability to find the right adviser, the right financial solutions and long term partners that one can trust to achieve your goals in what has become an "interesting and volatile" global financial concern for many. "Failure and excuses are not an option!" With a high success and satisfaction rate, matching clients with the right partners for so long means we are obviously doing something right!
Nigel Roth – Director
Nigel has a very diverse and extensive background, particularly in Technology and Corporate Business spanning more than 40 years. Truly a veteran of the computer industry and having run successful companies from startups, his experience with Business Development and Corporate Partner Relationship building is key to many of the Partnerships we have formed. With a thorough knowledge of business planning and accounting, Nigel is our first resource in looking at projects, products and opportunities.
What are you waiting for?
UK: +44 (0)2032 900809 (Please leave a message if busy)
"STRATEGIC MATCH" provides a high level matching service of approved licensed and qualified financial professionals (partners/associates) that have been carefully selected to assist private member clients and inquiries that are received seeking financial professionals and solutions. The Partners provide a wide range of Private Management Strategies, Solutions and other regulated and compliant financial services. "STRATEGIC MATCH" does not provide advice, handle or hold any client funds, except to provide formal introduction to such qualified entities and is a fee based service by matching the client with the right professional for their requirements upon where the fee is paid by the partner rather than the client.
"STRATEGIC MATCH" tries to ensure that the information on the website is accurate and helpful, however, it cannot ultimately warrant the accuracy of any information contained on the website, particularly any information provided by third parties. "STRATEGIC MATCH " cannot be held liable for any use or reliance you may make of or put on any information on the website except as specifically agreed with any of the partners in writing. The website is provided on an "as is" and "as available" basis. "STRATEGIC MATCH" do not make any express or implied representations or warranties in respect of the website and its contents (including, without limitation, warranties as to accuracy or completeness)..
This website, and all information provided on it:-
is solely intended for your private use;
is intended only for use by "Qualified" individuals or entities, that fall within any of the following categories:
An Investment Professional or Adviser, Corporate Partner or Associate Member Enquiries welcome! (Go to Associate Registration and submit your full details)
A High Net Worth and/or Sophisticated Investor or An Accredited Investor
A Professional, Experienced or Well Informed Investor
A Client of an Independent Financial Adviser
Any information on the "STRATEGIC MATCH" Website is subject to copyright and not for distribution to, or use by, any person or entity in any jurisdiction where such distribution or use would be contrary to any law or regulation or which would subject "STRATEGIC MATCH" to any regulatory requirements in such jurisdiction;
is not directed at persons, and is not to be regarded as an offer to buy or sell or an invitation to buy or sell investments, securities or to accept deposits or to provide any other products or services in any jurisdiction, to any person to whom it is unlawful to make such an offer or solicitation; and
does not constitute investment advice on the merits or suitability of any investment product and no information contained within the website should be construed as such.
By continuing to use the site you agree to be bound by these terms ofuse and the GDPR Policy.
This statement covers all pages within the strategicmatch.com or other partner websites, however It does not apply to pages hosted by other organisations or external links.
We are not responsible for the content or privacy practices of other websites that are outside of our control, even if our site is linked to them.
This privacy statement describes the data that we collect from you on the "STRATEGIC MATCH" site or any other web site operated by us (the “Sites“) and what we do with it.
In this privacy statement, references to “you” means any person submitting any data to us or via our Member Corporate Partner/Associate websites.
If you have any questions, comments or suggestions about the way in which we use your personal information or if any of your personal information changes, please write to us at the above address or email us at: firstname.lastname@example.org
Your privacy is very important to you and us, we shall therefore only use your name and other information which relates to you in the manner set out in this privacy statement.
We will only use your personal information in a way that is fair to you and we will only collect information where it is necessary for us to do so and we will only collect information if it is relevant to our dealings with you.
We will only keep your information for as long as we are either required to by law, or as is relevant for the purposes for which it was collected.
Data that we collect and our use of it:
We may collect various information from you when you use the Sites, which may include some or all of the following: your title, name, user name, gender, organisation that you represent, email address, postal address, telephone number, password and the areas of our services that you are interested in whether you are a *member client or not.
We use that information in order to give you legal updates, newsletters or invitations to attend or participate in seminars or other events or activities that we are involved with providing and information that may be specific to our relationship with you.
We may also use that information to enable you to take part in interactive parts of the Sites, such as online discussions.
We may also use your data in case we have any queries, including as to the sort of service you wish to continue receiving.
You must only submit to us or the Sites information which is accurate and not misleading and you must keep it up to date and inform us of any changes.
If you would prefer not to receive any further information or if you want to limit the information that you receive from us to a particular sort, please send us an appropriate email to: email@example.com specifying which information you do not wish to receive. Within 7 working days of receipt of your clear instruction as to what you would like us to do, we will cease to send you information as requested or modify your request.
Third Parties and Links:
We may pass your details to other Partners/Associates. We may also pass your details to our member corporate partners to help us with any of our uses of your data set out in our privacy statement. For example, we may use third parties to assist us with analysing data and providing us with marketing or client care assistance. We may also pass your details to our web developers and the hosts of the Sites may also see your data.
We may transfer our databases containing your personal information if we sell our business or part of it.
Other than as set out in this privacy statement, we shall NOT sell or disclose your personal data to third parties without obtaining your prior consent unless this is necessary for the purposes set out in this privacy statement or unless we are required to do so by law.
The Sites may contain details of third parties or links to other sites or frames of other sites. Please be aware that we are not responsible for the privacy practices or content of those third parties or other sites, nor for any third party to whom we transfer your data in accordance with our privacy statement.
Any material changes to the way in which we use your data will be described in future versions of this privacy statement. Each time you enter the Sites or upload material onto them, you agree that the privacy statement current at that time shall apply to all information which we hold about you.