At work

Daniel has been in financial services since 1987 beginning his career at Barclays International aged 16. He has been advising clients since 1998 when FPC qualified and became a stockbroker for American outfit -Edward Jones.

Daniel gives advice on all areas of financial planning, and helps solicitors with their divorce work, including assisting with mortgage capacity reports and pension sharing.

He enjoys building relationships with clients, many of which become professional friends and often end up helping the whole family.

He was recently a finalist in the Just Retirement 2023 Vulnerable Client Adviser of the Year awards.

At work

Daniel has been in financial services since 1987 beginning his career at Barclays International aged 16. He has been advising clients since 1998 when FPC qualified and became a stockbroker for American outfit -Edward Jones.

Daniel gives advice on all areas of financial planning, and helps solicitors with their divorce work, including assisting with mortgage capacity reports and pension sharing.

He enjoys building relationships with clients, many of which become professional friends and often end up helping the whole family.

He was recently a finalist in the Just Retirement 2023 Vulnerable Client Adviser of the Year awards.

At home

Daniel is married to Judith with two daughters, aged 21 and 17, and two greyhound dogs we have had since puppies – we have never raced them and they are couch potatoes.

Daniel’s active sporting life is now spectating. He enjoys watching football, tennis and cricket, with the occasional game of golf. His youngest daughter is a member of a theatre group and he has enjoyed many a time watching her shows.

Any other spare time is spent volunteering – during Covid Daniel was helping manage a local food bank. He is also a Trustee of the Purbeck Youth & Community Foundation.

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

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

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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