At work

Allan has been working in the financial services sector since 1992 and, after several years holding down senior positions at the Halifax Building Society, became a Financial Adviser in 1999. He now specialises in investment management, particularly trustee investments and pensions.

Allan was recently awarded the Personal Finance Society’sΒ Retirement and Later Life Specialist of the Year. There is no higher accolade than being recognised as a personal finance award winner by your professional body. Award winners and finalists act as ambassadors for our profession, and we’re proud to have Allan as part of our team.

At work

Allan has been working in the financial services sector since 1992 and, after several years holding down senior positions at the Halifax Building Society, became a Financial Adviser in 1999. He now specialises in investment management, particularly trustee investments and pensions.

Allan was recently awarded the Personal Finance Society’sΒ Retirement and Later Life Specialist of the Year. There is no higher accolade than being recognised as a personal finance award winner by your professional body. Award winners and finalists act as ambassadors for our profession, and we’re proud to have Allan as part of our team.

At home

Allan is married with two children and enjoys spending as much time as he can with the family.

He’s also a huge rugby fan and tries to watch England play an away game in the Six Nations every year.

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

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

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 and Financial Adviser

Carly Thompson

Practice & Customer Relations Manager

India Hawes

Trainee Financial Adviser & Office Support

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

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

Operations Manager / Risk and Control Manager

Bryn Pilcher

Trainee Financial Adviser

Dan Lock

Trainee Financial Adviser

Julia Wozna

Graduate Placement

Jack Simpson

Graduate Placement

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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