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.

Our people

Lewis Wilson

Trainee Researcher

Graeme Douglas

Office Administrator

Lisa Forbes

Paraplanner

Lindsay Walinck

Personal Assistant

Dan Lock

Graduate Placement Student

Annie Aston

Accounts and Compliance Manager

Bryn Pilcher

Researcher

Chris Bibb

Chartered Financial Planner

Dean Robertson

Chartered Financial Planner

Dean Rush

Operations Manager / Risk and Control Manager

Emma Turner

Operations Support Manager

Holly Hickson

Paraplanner

James Oliver

Independent Financial Adviser

Jonty Parfitt

Trainee Financial Adviser and Office Support

Kelly Roberts

Marketing and Communications Manager

Kerry Saunders

Chartered Financial Planner

Lauren Anderson

Financial Administrator

Lindsay Arnold

Office & HR Administrator

Lucinda Warren

Independent Mortgage & Protection Adviser

Paul Roberts

Independent Financial Adviser

Sue Hanney

Team Administrator

Sue Pattinson

Team Administrator

Trevor Garson

Chartered Financial Planner

Zoe Avery

HR & Operations Manager

Natasha O’Neill

Chartered Financial Planner

Jack Fawcett

Independent Financial Adviser

Holly O’Donnell

Independent Mortgage & Protection Adviser

Peter Richinson

Independent Financial Adviser

Russell Tonks

Chartered Financial Planner

Mike Green

Chartered Financial Planner

Martin Waistell

Independent Financial Adviser

Jon Hickson

Chartered Financial Planner

Jeff Steninger

Independent Financial Adviser

Jeff Fawcett

Partner & Chartered Financial Planner

Harry Shivas

Student Placement

Nathan Harris

Partner & Chartered Financial Planner

Katie Brown

Financial Adviser and Paraplanner

Abi Stidworthy

Chartered Financial Planner

Scott Turnbull

Chartered Financial Planner

Rob Silk

Chartered Financial Planner

Jordan Cruse

Independent Financial Adviser and Paraplanner

India Hawes

Trainee Financial Adviser & Office Support

Mike King

Chartered Financial Planner

Oliver Phillips

Chartered Financial Planner

Vanessa Taylor

Independent Financial Adviser

Allan Cruse

Partner & Chartered Financial Planner

Giles Wellington

Partner & Chartered Financial Planner

Kevin Forbes

Partner & Chartered Financial Planner

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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