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
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
Β£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

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

Natasha O’Neill

Chartered Financial Planner

Paul Roberts

Chartered Financial Planner

Jordan Cruse

Chartered Financial Planner and Paraplanner

Dave Stone

Chartered Insurance Practitioner

James Oliver

Independent Financial Adviser

Martin Waistell

Independent Financial Adviser

Vanessa Taylor

Independent Financial Adviser

Peter Richinson

Independent Financial Adviser

Jack Fawcett

Independent Financial Adviser

Daniel Parkin

Independent Financial Adviser

Jeff Steninger

Independent Financial Adviser

Katie Brown

Senior Paraplanner & Chartered Financial Planner

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

Rachael Martin

Chartered Financial Planner and Head Paraplanner

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

Head of Risk & Operations

Bryn Pilcher

Independent Financial Adviser

Dan Lock

Chartered Financial Planner

Julia Wozna

Graduate Placement

Jack Simpson

Graduate Placement

Justine Geldard

Marketing and Communications

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.

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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.

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Peter Eales, Dorset

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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.

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Mark Roberts, Kent

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

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Alan & Sheena Long, Dorset

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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.

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Bob Lowndes, Hampshire

Strategic SolutionsΒ and Strategic Solutions Chartered Financial Planners are trading styles ofΒ 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, 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.Β Β 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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