Bournemouth
Dorset coast, Bournemouth

With you every step of the way

We’re a team of Chartered Financial Planners helping clients across the south of England fulfil and achieve their financial objectives. For every dream in every stage of life, we’re here.

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Folkestone
Harbour Arm, Folkestone

With you every step of the way

We’re a team of Chartered Financial Planners helping clients across the south of England fulfil and achieve their financial objectives. For every dream in every stage of life, we’re here.

Discover more
Newton Abbot
Newton Abbot, Devon

With you every step of the way

We’re a team of Chartered Financial Planners helping clients across the south of England fulfil and achieve their financial objectives. For every dream in every stage of life, we’re here.

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Proud to be Chartered Financial Planners

Awarded to only a select number of financial planning firms, Chartered status demonstrates our commitment to maintaining the knowledge and capability of our people and abiding by a demanding code of ethics.

4000
advised clients
£800m
assets under management
3
office locations

Who we work with

No matter where you are in your life, we can help you make the right decisions to encourage long-term financial security. Find out more about the kinds of people we work with.

Young, free and independent

As a young professional, you’re just starting to successfully build your career – and your money, too. We think there’s no better time to start thinking about the future.

Settling down

We understand that this stage in life is all about providing for and making memories with your family. We can help you make the most of this time, while also saving for the future.

Planning for retirement

We believe the key to a successful retirement is to act as soon as you can – whatever age that may be. With our support, you can have peace of mind that your future is being cared for.

In retirement

Retirement is something you’ve earned through many years of hard work – and we believe financial worries shouldn’t get in the way of enjoying this time.

Later life care

As we age, we will often need to make some changes to the way we live – and that means being financially prepared for those adjustments. We can help you and your loved ones plan for your later life needs with confidence.

Final salary pensions

Transferring away from your defined benefit/final salary pension is a big, irreversible decision that shouldn’t be taken lightly. It’s therefore necessary for you to seek independent financial advice if you’re considering this.

Meet the team

Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, you’re in safe hands.

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Kevin Forbes

Partner & Chartered Financial Planner

Nathan Harris

Partner & Chartered Financial Planner

Jeff Fawcett

Partner & Chartered Financial Planner

Allan Cruse

Partner & Chartered Financial Planner

Giles Wellington

Chartered Financial Planner

Chris Bibb

Chartered Financial Planner

Dean Robertson

Chartered Financial Planner

Trevor Garson

Chartered Financial Planner

Russell Tonks

Chartered Financial Planner

Abi Stidworthy

Chartered Financial Planner

Oliver Phillips

Chartered Financial Planner

Jon Hickson

Chartered Financial Planner

Rob Silk

Chartered Financial Planner

Natasha O’Neill

Chartered Financial Planner

Paul Roberts

Chartered Financial Planner

Dave Stone

Chartered Financial Planner

Dan Lock

Chartered Financial Planner

Bryn Pilcher

Chartered Financial Planner

Jack Fawcett

Chartered Financial Planner

Rachael Martin

Chartered Financial Planner and Head Paraplanner

Jordan Cruse

Chartered Financial Planner and Paraplanner

Katie Jenkins

Senior Paraplanner & Chartered Financial Planner

Dean Rush

Head of Risk & Operations

Lucie Sikorová

Risk & Operations Support Specialist

James Oliver

Independent Financial Adviser

Martin Waistell

Independent Financial Adviser

Vanessa Taylor

Independent Financial Adviser

Peter Richinson

Independent Financial Adviser

Daniel Parkin

Independent Financial Adviser

Jeff Steninger

Independent Financial Adviser

Carly Thompson

Practice & Customer Relations Manager

Holly O’Donnell

Independent Mortgage & Protection Adviser

Lucinda Warren

Independent Mortgage & Protection Adviser

Sue Hanney

Team Administrator

Graeme Douglas

Office Administrator

Sue Pattinson

Team Administrator

Lindsay Walinck

Personal Assistant

Lindsay Arnold

Office & HR Administrator

Holly Hickson

Paraplanner

Justine Geldard

Marketing and Communications

Jamie Haines

Student Placement

Award winning

It’s great to be recognised for your achievements. Our awards cabinet reflects the passion and quality of service that goes into our everyday.

What our clients say

Want to get a sense of what we really do? Don’t just listen to us. Hear from the people that really matter – our valued clients.

I've been using the team to analyse and understand my financial position, and they've helped me and my wife to seek the best tailored financial products and services using their expert knowledge.

Peter Eales, Dorset

By meeting Nathan, and through Strategic Solutions my whole finances have been re-engineered, such that I've retired in my early to mid-50s – a situation which I never thought would happen.

Mark Roberts, Kent

We can see that thanks to Strategic Solutions, we are going to have no financial worries when we retire.

Alan & Sheena Long, Dorset

We really have developed a strong relationship with the Strategic team, and we have every confidence in them that they will be looking after our best interests.

Bob Lowndes, Hampshire

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Julie Clift-Thompson profile picture
Julie Clift-Thompson
29 August 2026
Google star 1Google star 2Google star 3Google star 4Google star 5
Great personal service provided by Allan Cruse. Sound financial advice delivered in a friendly but professional manner.
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Ian Sheppard profile picture
Ian Sheppard
28 August 2026
Google star 1Google star 2Google star 3Google star 4Google star 5
We recently had our annual review with our advisor Allan Cruse at Strategic Solutions. He was very good at explaining how our investments were performing and the impact of the current financial fluctuations. Allan took an interest in our situation and future plans and took that into account. We are very pleased with how our investments are currently performing.
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Fiona T profile picture
Fiona T
27 August 2026
Google star 1Google star 2Google star 3Google star 4Google star 5
Strategic Solutions have guided me through key financial decisions leading up to and since retiring from work. My dedicated adviser, Jon Hickson, has provided first class information, advice and clarity over many years, and has given me confidence at times when things seem scary, like during Covid and the recent conflicts. Jon ensures we meet on a regular basis to check that my financial decisions still meet my needs, that they are tax efficient and provide value for money, and he is always at the end of a phone if I have any concerns or questions. Taking the step from working to retirement can be daunting, but by having a first class financial adviser by your side, you soon realise it’s going to be ok. I would definitely recommend Jon to anyone looking for financial advice.
Posted on Google Google
Amanda Hewitt profile picture
Amanda Hewitt
25 August 2026
Google star 1Google star 2Google star 3Google star 4Google star 5
We have been a client of Strategic Solutions for over 10 years, with Allan Cruse as our financial planner. At all times Allan has been very professional, honest and trustworthy. With excellent communications from himself and his secretary, keeping us updated at all time. We would recommend this excellent Financial Service to anyone, wanting to plan for the future, with fantastic returns.
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Pauline White profile picture
Pauline White
16 August 2026
Google star 1Google star 2Google star 3Google star 4Google star 5
Ours has been a good experience with this company. Alan Cruse goes above and beyond to ensure you have all the information you need, and takes the trouble to use layman's terms so as to be certain you understand.
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Conor Mullan profile picture
Conor Mullan
14 August 2026
Google star 1Google star 2Google star 3Google star 4Google star 5
I have used Strategic to manage my personal finances (pensions, investments etc) for over 10 years after first using them to set up my company pension scheme. The best recommendation I can give is the returns - I’m very happy with how they have managed my money. But they also take great care to understand my specific circumstances, taking a proactive interest in making sure I’m getting the most out of my money. These guys aren’t just your regular advisors; their specialist teams have an incredible understanding of a huge range of products. I’m delighted with them and trust them totally. Special shout out to Pete Richinson and his team.
Posted on Google Google
Jason Cotton profile picture
Jason Cotton
11 August 2026
Google star 1Google star 2Google star 3Google star 4Google star 5
We’ve been with strategic solutions for years now and we’ve never had any problems whatsoever. Jon Hickson is an absolute wizard with his planning, as well as giving a very friendly and personal service. As an example, I’m looking at early retirement and this was worked through with amazing skill to show the pros and cons, letting me make my own sound decision on where I want to go. Brilliant! Can heartily recommend Jon and strategic Solutions for your financial planning.
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Amanda Broughton profile picture
Amanda Broughton
10 August 2026
Google star 1Google star 2Google star 3Google star 4Google star 5
We are 100% satisfied with the service we received from Allan and his pa, Lindsay, and we would highly recommend them for their knowledgeable advice.
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Derek Bardsley profile picture
Derek Bardsley
9 August 2026
Google star 1Google star 2Google star 3Google star 4Google star 5
Allan Cruze helped me to consolidate my pensions when I retired and has actively managed my drawdown scheme over the past 10 years. We regularly review my account's performance, which is consistently above inflation levels and can make adjustments to investment risk levels etc. as required. Allan and the team are easily contactable and I can get advice and guidance at any time, when I need to make withdrawals or check on changes to pensions legislation. I am confident to recommend Allan's and Strategic Solutions' services.
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Russell Dibben profile picture
Russell Dibben
8 August 2026
Google star 1Google star 2Google star 3Google star 4Google star 5
Jonathan Hickson helped us step by step through the whole procedure and explained everything clearly with no pressure.

Strategic Solutions and Strategic Solutions Chartered Financial Planners are trading styles of Strategic Solutions Financial Services which is authorised and regulated by the Financial Conduct Authority, Number 525733.

Principals: Kevin Forbes, Jefferson Fawcett, Allan Cruse, Nathan Harris.

The Financial Conduct Authority (FCA) does not regulate all of these products and services. To ensure we carry out your instructions accurately, to help us to continually improve our service and in the interests of security, we may record and monitor your telephone communications or conversations with us. Copies of our telephone recordings will be available on request, for a period of 5 years after the recording was made.

Please note that external links on our website have not been assessed and are used at client’s own risk.

This website is designed for the use of UK resident clients.

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