At work

Abi started her career in financial services in 1999 working as a local agent, then as an area manager, for Pearl Assurance. After being approached by Halifax in 2001, she worked for them for 11 years, based at their Torquay branch. In her roles as financial adviser then senior financial adviser, she helped to train new advisers as well as looking after her own clients.

Abi joined Strategic Solutions in 2013, as she wanted to be able to provide independent advice to her clients. During her time with us, she has continued to build on her existing knowledge and experience, through ongoing study and examinations.

She has now achieved Chartered status and is working towards becoming a Fellow of the Personal Finance Society.

At work

Abi started her career in financial services in 1999 working as a local agent, then as an area manager, for Pearl Assurance. After being approached by Halifax in 2001, she worked for them for 11 years, based at their Torquay branch. In her roles as financial adviser then senior financial adviser, she helped to train new advisers as well as looking after her own clients.

Abi joined Strategic Solutions in 2013, as she wanted to be able to provide independent advice to her clients. During her time with us, she has continued to build on her existing knowledge and experience, through ongoing study and examinations.

She has now achieved Chartered status and is working towards becoming a Fellow of the Personal Finance Society.

At home

Abi is married with a daughter and son.

In her spare time, she enjoys cooking and entertaining friends and family. At the weekend, you may also find her boating, walking, or indulging in her love of travelling and holidays.

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

Oliver Phillips

Chartered Financial Planner

Jon Hickson

Chartered Financial Planner

Kerry Saunders

Chartered Financial Planner

Rob Silk

Chartered Financial Planner

Scott Turnbull

Chartered Financial Planner

Natasha O’Neill

Chartered Financial Planner

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

Independent Financial Adviser and Paraplanner

Katie Brown

Financial Adviser and Paraplanner

Zoe Avery

HR & Operations Manager

Sue Hanney

Team Administrator

Lisa Forbes

Paraplanner

Lewis Wilson

Trainee Researcher

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

Graduate Placement Student

Jonty Parfitt

Trainee Financial Adviser and Office Support

Harry Shivas

Student Placement

Jeff Steninger

Independent Financial Adviser

James Oliver

Independent Financial Adviser

Mike Green

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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