At work

Katie joined Strategic Solutions in 2019 during the placement year of her degree at Bournemouth University.

Since then, she’s been working closely with the paraplanning team, writing review and reports for our advisers and clients. She’s also been spending time with the advisers and getting to know clients during meetings.

This year, Katie has moved to a new, hybrid role. While continuing with her paraplanning work, she is also undertaking adviser training and hopes to progress further into the advising role going forward.

At work

Katie joined Strategic Solutions in 2019 during the placement year of her degree at Bournemouth University.

Since then, she’s been working closely with the paraplanning team, writing review and reports for our advisers and clients. She’s also been spending time with the advisers and getting to know clients during meetings.

This year, Katie has moved to a new, hybrid role. While continuing with her paraplanning work, she is also undertaking adviser training and hopes to progress further into the advising role going forward.

At home

Outside of work, Katie enjoys spending time with family and friends.

She also loves a trip to the beach, going travelling and spends as much time outdoors as possible. After the pandemic, she’s hoping to travel even more and tick off some of the spots on her bucket list!

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 all

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

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

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.

Top