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.

Discover more
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
Devon
Teignmouth, 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.

Discover more

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

Giles Wellington

Partner & Chartered Financial Planner

Jeff Fawcett

Partner & Chartered Financial Planner

Allan Cruse

Partner & Chartered Financial Planner

Nathan Harris

Partner & Chartered Financial Planner

Mike King

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

Kerry Saunders

Chartered Financial Planner and Paraplanner

Rob Silk

Chartered Financial Planner

Scott Turnbull

Chartered Financial Planner

Natasha O’Neill

Chartered Financial Planner and Head Paraplanner

India Hawes

Trainee Financial Adviser & Office Support

Martin Waistell

Independent Financial Adviser

Holly O’Donnell

Independent Mortgage & Protection Adviser

Vanessa Taylor

Independent Financial Adviser

Paul Roberts

Independent Financial Adviser

Peter Richinson

Independent Financial Adviser

Jack Fawcett

Independent Financial Adviser

Lucinda Warren

Independent Mortgage & Protection Adviser

Jordan Cruse

Trainee Financial Adviser and Paraplanner

Katie Brown

Financial Adviser and Paraplanner

Zoe Avery

HR & Operations Manager

Sue Hanney

Team Administrator

Lisa Forbes

Paraplanner

Graeme Douglas

Office Administrator

Sue Pattinson

Team Administrator

Kelly Roberts

Marketing and Communications Manager

Annie Aston

Accounts and Compliance Manager

Lindsay Walinck

Personal Assistant

Lindsay Arnold

Office & HR Administrator

Lauren Anderson

Financial Administrator

Holly Hickson

Paraplanner

Emma Turner

Operations Support Manager

Dean Rush

Operations Manager / Risk and Control Manager

Bryn Pilcher

Researcher

Dan Lock

Trainee Financial Adviser

Jonty Parfitt

Trainee Financial Adviser and Office Support

Jeff Steninger

Independent Financial Adviser

James Oliver

Independent Financial Adviser

Mike Green

Chartered Financial Planner

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.

Strategic Solutions have provided us with the highest quality and, more importantly, personalised service. We have and continue to be confident that we are receiving the most informed and balanced advice.

The nature of the relationship is one of an absolute focus on what is in our best interest, and this is reflected in projected outcomes that will provide us with the security we are seeking.

Very thorough analysis to gain full understanding of my situation, detailed report and carefully considered recommendations. Advisor kept me fully up to date with progress and assisted with further queries. An excellent service tailored to the individual.

Paul and Sarah Bentley, South Coast

A client since 2019

During the many years of association with the Strategic Solutions team they have dealt with my wife and I in a most professional and courteous manner.

Particular thanks go to my adviser for his efforts in assessing and advising our family on all investment, protection and pension matters. His ability to explain complex financial matters in a simple way has enabled us to make informed decisions and build up a successful investment and retirement portfolio.

We have no hesitation in recommending him and the Strategic Solutions team to friends. Strategic Solutions has provided me over a long number of years much appreciated advice, services and financial knowledge which has led me to financially achieve my goals and so much more than I am certain I would have otherwise. I strongly recommend this company are given an opportunity to improve your wealth being!

Deborah Winstanley, Bournemouth

A client since 2006

I’m a Chartered Accountant and have worked in Finance all my life, but I knew little of pensions and how my portfolio of various company final salary pensions worked. I was introduced to Nathan via my close network as an IFA who could help me in a big way. I am so glad I did not ignore that introduction because Nathan has massively changed my life in terms of long-term financial security. He has completely reengineered my pension situation and given me control. I feel so financially comfortable that I have retired early in my mid 50s and that is all down to him.

Nathan is technically very knowledgeable, and I trust him which is why I’ve introduced others to work with him.

Mark Roberts, Surrey

A client since 2018

Strategic and their team have been excellent in helping me move my final salary pension from my company into a SIPP.

The adviser was clear in his explanations of the options, always able to explain my choices jargon free and I never felt there was ever any pressure, total reassurance that the decision was mine. The final pack received, which I used to confirm I wished to proceed was thorough, carefully explained, mathematically clear and, I was walked through the next steps and expected timelines. I am visually impaired, and this was accommodated with no fuss. Documents were scanned for me and made available electronically. The adviser even read text to me, so he was sure I had understood.

Nothing was too much trouble. My employers were slow in undertaking their part of the transaction and again I was kept informed, with the advisor proactively chasing them and keeping me aware of revised timelines, with assurances that previously quoted figures were still honoured.

Joyce and Bernard Haywood, South Coast

A client since 2019

My portfolio had been managed by HSBC's IFAs for many years, but I moved all my pensions, and investments, to Strategic Solutions at the beginning of 2019. I cannot rate their services highly enough.

My portfolio has been tailored to protect my children's inheritance and make the most of taxable allowances. The most important advice I received from my adviser after that was an extremely pragmatic suggestion to spend and enjoy the balance of my money while I have my health and not die a millionaire leaving the taxman a fortune! Now, that's what I call financial advice.

I am delighted at the regular updates I have received, the response to any queries I've had, and the pro-active way my portfolio is managed.

Brian Siddle, South Coast

A client since 2018

Strategic Solutions is a trading style of Strategic Solutions Financial Services which is authorised and regulated by the Financial Conduct Authority. Number 525733. Principals: Kevin Forbes, Jefferson Fawcett, Giles Wellington, Allan Cruse.

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 will record and may 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.

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