Our awards

We pride ourselves on being recognised for what we do. We were named Investment Adviser of the Year at the Moneyfacts Awards 2021, and have picked up quite a few other mentions along the way. Check out our awards cabinet below.

Award winning

Women in Financial Advice Awards 2022

We are proud to be 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!

Moneyfacts Awards 2019

We achieved a Highly Commended in the Investment Adviser of the Year Category at the 2019 Investment Life & Pensions Moneyfacts Awards.

Retirement Planner Awards 2019

Our own Jon Hickson picked up Young Retirement Planner of the Year UK (excluding London) at the 2019 Retirement Planner Awards.

Retirement Planner Awards 2019

We won Best Individual Pensions Advice Firm of the Year (South West, Wales and the Midlands) at the 2019 Retirement Planner Awards.

Retirement Planner Awards 2018

We won the Best Individual Pensions Advice Firm of the Year (South West and Wales) award at the 2018 Retirement Planner Awards.

Retirement Planner Awards 2018

We were highly commended in the Young Retirement Planner of the Year Award (South West, Midlands and Anglia).

NMA Next Generation Advisers 2018

Investment Life & Pensions Moneyfacts Awards 2018

We won the Retirement Adviser of the Year Award at the 2018 Moneyfacts Awards.

Personal Finance Awards 2017

We won the Retirement and Later Life Advice Specialist of the Year at the Personal Finance Awards 2017.

Investment Life & Pensions Moneyfacts Awards 2017

Top 100 New Model Adviser 2017

Top 100 New Model Adviser 2016

Investment Life & Pensions Moneyfacts Awards 2016

Professional Adviser Awards 2016

New Model Adviser of the Year 2016

Dorset Business Awards 2015 Finalist

Professional Adviser Awards 2015

We won the Adviser Firm of the Year (South West) at the Professional Adviser Awards 2015.

New Model Adviser of the Year 2015

New Model Adviser of the Year 2014

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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