At work

A founding partner of Strategic Solutions, Kevin entered financial services in 1990. Since then, he has worked at Lloyds Bank, Liverpool Victoria, Abbey Life and Sun Life of Canada.

In 2001 Kevin set up his own business as an IFA and specialises in the pension arena where he holds several qualifications. Kevin is the managing partner in the firm, responsible for compliance and regulatory aspects of the business, as well as business development. With a strong team around him, Kevin’s interaction with new clients tends to be jointly, with one of his team involved to ensure continuity of service for many years to come.

Kevin is the Chairman of the Hampshire & Dorset Region of the Personal Finance Society and has been for nine years. He previously helped on a Level 7 exam panel for the Chartered Institute of Securities and Investments and as a volunteer for The Pensions Advisory Service. He currently sits on the FCA Smaller Business Practitioner Panel, which provides input to the FCA on its strategic and operational objectives.

 

At work

A founding partner of Strategic Solutions, Kevin entered financial services in 1990. Since then, he has worked at Lloyds Bank, Liverpool Victoria, Abbey Life and Sun Life of Canada.

In 2001 Kevin set up his own business as an IFA and specialises in the pension arena where he holds several qualifications. Kevin is the managing partner in the firm, responsible for compliance and regulatory aspects of the business, as well as business development. With a strong team around him, Kevin’s interaction with new clients tends to be jointly, with one of his team involved to ensure continuity of service for many years to come.

Kevin is the Chairman of the Hampshire & Dorset Region of the Personal Finance Society and has been for nine years. He previously helped on a Level 7 exam panel for the Chartered Institute of Securities and Investments and as a volunteer for The Pensions Advisory Service. He currently sits on the FCA Smaller Business Practitioner Panel, which provides input to the FCA on its strategic and operational objectives.

 

At home

Kevin has two adult daughters, Jodie and Madeline. He loves watching many sports, including football, Formula 1, rugby, and cricket.

The family also have four dogs that have their own agents and have appeared on shows including Dragons Den, Game of Talents and many well-known adverts!

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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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

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

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

Head of Risk & Operations

Bryn Pilcher

Independent Financial Adviser

Dan Lock

Chartered Financial Planner

Julia Wozna

Graduate Placement

Jack Simpson

Graduate Placement

Justine Geldard

Marketing and Communications

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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