Kevin Forbes

Partner & Chartered Financial Planner

Click to see qualifications

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 has been the Chairman of the Hampshire & Dorset Region of the Personal Finance Society for seven years. He also helps on a Level 7 exam panel for the Chartered Institute of Securities and Investments.

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 has been the Chairman of the Hampshire & Dorset Region of the Personal Finance Society for seven years. He also helps on a Level 7 exam panel for the Chartered Institute of Securities and Investments.

At home

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

The family also have three dogs that each have their own agents and have appeared on shows including Dragons Den and Game of Talents!

A recent convert to campervans, Kevin enjoys walking, cycling, paddle boarding and exploring while on holiday in the van.

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

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

Katie Brown

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.

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