Katie Brown

Senior Paraplanner & Chartered Financial Planner

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At work

Katie joined Strategic Solutions in 2019 as part of the Future of Advice programme. Since then, sheโ€™s been working closely with the paraplanning team, writing reviews and reports for our advisers and clients.

Katie now works in a hybrid role as a Senior Paraplanner and an Independent Financial Adviser. She achieved Chartered Fellow status in 2024 and continues to grow her client base from new client recommendations and referrals from existing clients.

At work

Katie joined Strategic Solutions in 2019 as part of the Future of Advice programme. Since then, sheโ€™s been working closely with the paraplanning team, writing reviews and reports for our advisers and clients.

Katie now works in a hybrid role as a Senior Paraplanner and an Independent Financial Adviser. She achieved Chartered Fellow status in 2024 and continues to grow her client base from new client recommendations and referrals from existing clients.

At home

Outside of work, Katie enjoys spending time with family and friends. She also loves going travelling and has a number of places on her bucket list that she is hoping to tick off!

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, youโ€™re in safe hands.

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Kevin Forbes

Partner & Chartered Financial Planner

Nathan Harris

Partner & Chartered Financial Planner

Strategic Solutions and Strategic Solutions Chartered Financial Planners are trading styles of Strategic Solutions Financial Services which is authorised and regulated by the Financial Conduct Authority, Number 525733.

Principals: Kevin Forbes, Jefferson Fawcett, 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. Copies of our telephone recordings will be available on request, for a period of 5 years after the recording was made.

Please note that external links on our website have not been assessed and are used at clientโ€™s own risk.

This website is designed for the use of UK resident clients.

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