At work
Paul has been in the financial services industry since 2005 and joined Strategic Solutions in 2018 as an independent financial adviser.
Paul is qualified to provide advice on many areas and looks to help clients with retirement planning, pension and investment consolidation, business planning, personal and business protection, and equity release.
At work
Paul has been in the financial services industry since 2005 and joined Strategic Solutions in 2018 as an independent financial adviser.
Paul is qualified to provide advice on many areas and looks to help clients with retirement planning, pension and investment consolidation, business planning, personal and business protection, and equity release.
At home
Outside of work he enjoys spending time with his wife and two children. He enjoys playing and following a variety of sports including cycling, padel, Formula 1 and football.
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 allKevin 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
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
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
Paul Rogers
Paraplanner
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
Jo Robertson
Office Manager
Annie Aston
Accounts and Compliance Manager
Lindsay Walinck
Personal Assistant
Lindsay Arnold
Office & HR Administrator
Holly Hickson
Paraplanner
Natasha Speed
Paraplanner
Emma Turner
Operations Support Manager
Dean Rush
Head of Risk & Operations
Bryn Pilcher
Independent Financial Adviser
Dan Lock
Chartered Financial Planner
Julia Wozna
Researcher
Justine Geldard
Marketing and Communications
Paul's qualifications
- RO1 – Financial Services, Regulation & Ethics
- RO2 – Investment Principles and Risk
- RO3 – Personal Taxation
- RO4 – Pension and Retirement Planning
- RO5 – Financial Protection
- RO6 – Financial Planning Practice
- J10 – Discretionary Investment Management
- J12 – Securities Advice & DealingCF6 – Mortgage advice
- CF8 – Long term care insurance
- ER1 – Equity release
- LP2 – Financial Services, Products and Solutions
- AF4 – Advanced Investment Planning
- AF5 – Financial Planning Process
- AF6 – Senior management and supervision
- AF7 – Pension transfers
- AF8 – Retirement Income Planning
- Diploma in Regulated Financial Planning
- Diploma in Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice & Dealing
- Certificate in Financial Services
- Certificate in Equity Release
- Certificate in Financial Services (General Route)
- Certificate in Pension Transfer Advice
- Certificate in Mortgage Advice
- Award in Long Term Care Insurance
- Advanced Diploma in Financial Planning
