Awards | Strategic Solutions

Award winning

Citywire New Model Adviser Top 100 2024

We've once again made it into the Citywire's Top 100 UK Financial Advice Firms for 2024.
These awards celebrate the best of the professional financial planning community

Money Marketing Awards 2024

We’re thrilled to win 2024 Advice Firm of The Year.

This win wasn’t easy—it involved a detailed entry and a panel interview with the judges, making it our first-ever victory in this category.

Gold CSR Re-accreditation

We're thrilled to achieve a Gold CSR Re-accreditation with an incredible 96% score! This is a major milestone for our team and a true reflection of our commitment to sustainability, community engagement and fostering a purpose-driven workplace culture.

MoneyAge Awards 2024

We're really pleased to be shortlisted in the Financial Adviser Award: Small to Medium Firm of the Year!

The MoneyAge Awards celebrate excellence, innovation and professionalism in the personal finance sector.

2024 Women in Financial Advice Awards

Two members of our firm, Rachael Martin and Natasha O’Neill have been shortlisted in the 2024 Women in Financial Advice Awards!

The shortlist was selected from over 600 entries, showcasing the outstanding contributions and excellence of women in our field.

2024 New Model Adviser Conference and Awards

We proudly took home the regional award for best Financial Planners in the South West.

These awards recognise and celebrate some of the best advice firms in the UK so were honoured to be acknowledged in this category.

New Model Adviser of the Year 2023

We made it into the Citywire New Model Adviser annual list of Top 100 firms which celebrate the best of the professional financial planning community.

Dorset Chamber Business Festival Awards 2023

We were delighted to have been shortlisted in the Dorset Chamber Business Festival Awards in the Community Award category.

We're so proud of our Community Foundation and to be recognised for this is amazing.

Moneyfacts Awards 2023

We were proud to receive a commendation in the Investment Adviser of the Year category at the Investment Life and Pensions Moneyfacts Awards 2023!

MoneyAge Awards 2022

We were so proud to win financial Adviser, small to medium firm of the year at the MoneyAge awards this year! That's three awards in less than a month for Strategic Solutions.

Money Marketing Awards 2022

We were absolutely blown away to receive Charity Champion of the year at the Money Marketing Awards.
This one has made an impact and proves that all our fantastic work within our local community has been recognised within the industry.

Moneyfacts Awards 2022

We were thrilled to win Investment Adviser of the Year at the Investment Life and Pensions Moneyfacts Awards for second year in a row. This marked a great recognition of the team's continued hard work and dedication throughout 2021 and 2022.

MoneyAge Awards 2022

We were delighted to be shortlisted for the MoneyAge awards 2022 for Financial Adviser: Small to Medium Firm of the Year. This will be the fifth year in a row that we have been shortlisted!

Professional Adviser Awards 2022

We were over the moon to be finalists for the Professional Adviser awards 2022 for the category of Adviser Firm of the Year South West!

Women in Financial Advice Awards 2022

We were so pleased that one of our advisers has been made a finalist for 'Financial Adviser of the Year - South West' at the 2022 Women in Financial Advice Awards!

Women in Financial Advice Awards 2022

We are proud to have been nominated in the Professional Adviser Women In Financial Advice Awards 2022, which celebrate the achievements of women working within the financial advice community.

New Model Adviser Top 100 2021

We made the Citywire New Model Adviser list of Top 100 firms for the eighth year running. This list celebrates the best of the professional financial planning community and it's always an honour to make the cut.

Moneyfacts Awards 2021

We were thrilled to win Investment Adviser of the Year at the Investment Life and Pensions Moneyfacts Awards. This marked a great recognition of the team's hard work and success throughout 2021.

New Model Adviser Top 100 2020

We featured in the City New Model Adviser Top 100 for the 7th year in a row in 2020. Appearing on this annual list is a symbol of our professionalism and our standing within the financial planning community.

Professional Adviser Women in Financial Advice Awards 2021

We were over the moon that our very own Natasha O'Neill received a Highly Commended in the Financial Adviser of the Year (South West) category of the Women in Financial Advice Awards.

Professional Adviser Women in Advice Awards 2021

Natasha O'Neill made it to the finalist stage of the Woman of the Year (Paraplanning) category at the Professional Adviser Women in Financial Advice Awards 2021.

Money Marketing Awards 2021

In August 2021 we were shortlisted for the Next Generation Advice Firm of the Year at the Money Marketing Awards. This is recognition of our commitment to nurturing the best talent.

MoneyAge Awards 2021

We were pleased to be shortlisted for the 2021 MoneyAge awards, featuring in the Small to Medium Firm of the Year category for the fourth year in a row - a great testament to our team and their hard work.

Moneyfacts Awards 2020

We picked up a trophy at the 2020 Investment Life & Pensions Moneyfacts Awards, winning Highly Commended in the Investment Adviser of the Year category for the second year running.

MoneyAge Awards 2020

In 2020 we were shortlisted in the Small to Medium Firm of the Year category at the MoneyAge awards. It was great to receive this recognition again having scooped the award the previous two years.

New Model Adviser Top 100 2019

2019 saw us feature in the New Model Adviser Top 100 for the sixth year in a row. By making the cut, we've proven our commitment to the utmost professionalism and providing the best service for our clients.

MoneyAge Awards 2019

We were thrilled to win the Financial Adviser Award: Small to Medium Firm of the Year at the 2019 MoneyAge Awards. It was our second time winning this prestigious award, having also picked it up in 2018.

Professional Adviser New Talent Awards 2019

Jon Hickson's "balance of knowledge, experience, innovation and passion" saw him win Adviser of the Year at the Professional Adviser New Talent Awards 2019. Well done Jon!