At work
I have been with Strategic for over four years having taken part in the placement scheme and subsequently graduating from Bournemouth University with a degree in Accounting and Finance.
Since returning I have been on a training route to becoming an adviser and at this time currently hold the Diploma in Financial Planning with a view to gaining Chartered status upon reaching five years in the industry.
At work
I have been with Strategic for over four years having taken part in the placement scheme and subsequently graduating from Bournemouth University with a degree in Accounting and Finance.
Since returning I have been on a training route to becoming an adviser and at this time currently hold the Diploma in Financial Planning with a view to gaining Chartered status upon reaching five years in the industry.
At home
Away from work I enjoy playing football, having started my own Sunday league team with a group of friends.
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.
View allKevin 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
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 & Chartered Financial Planner
Carly Thompson
Practice & Customer Relations Manager
Paul Rogers
Paraplanner
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
Chartered Financial Planner and Head Paraplanner
Jo Robertson
Office Manager
Annie Aston
Accounts and Compliance Manager
Lindsay Walinck
Personal Assistant
Lindsay Arnold
Office & HR Administrator
Lauren Anderson
Financial Administrator
Holly Hickson
Paraplanner
Natasha Speed
Paraplanner
Emma Turner
Operations Support Manager
Dean Rush
Head of Risk & Operations
Bryn Pilcher
Independent Financial Adviser
Harry Shivas
Independent Financial Adviser
Julia Wozna
Researcher
Justine Geldard
Marketing and Communications
Dan's qualifications
AF1 – Personal Tax and Trust Planning
AF5 -Financial Planning Process
Diploma in Regulated Financial Planning
Certificate in Discretionary Investment Management
RO1 – Financial Services, Regulation & Ethics
RO2 – Investment Principles and Risk
RO3 – Personal Taxation
CF6 – Mortgage Advice
RO4 – Pension and Retirement Planning
RO5 – Financial Protection
R06 – Financial Planning Practice
J10 – Discretionary Investment Management
AF4 – Investment Planning
LP2 – Financial Service Products and Solutions
