At work

Rachael started her financial career in 2012 at a firm of Chartered accountants and financial planners based in Bournemouth. After qualifying as an accountant with the Association of Accounting Technicians (AAT), she made the move into financial services several years ago as an administrator.

As a member of the paraplanning team, Rachael spends most of her time preparing suitability reports and supporting the advisers in implementing their advice. This involves technical analysis and research to ensure that clients’ financial plans are suitable and compliant.

Rachael is working towards obtaining the Diploma in Regulated Financial Planning and she aims to achieve Chartered status in the next few years.

At work

Rachael started her financial career in 2012 at a firm of Chartered accountants and financial planners based in Bournemouth. After qualifying as an accountant with the Association of Accounting Technicians (AAT), she made the move into financial services several years ago as an administrator.

As a member of the paraplanning team, Rachael spends most of her time preparing suitability reports and supporting the advisers in implementing their advice. This involves technical analysis and research to ensure that clients’ financial plans are suitable and compliant.

Rachael is working towards obtaining the Diploma in Regulated Financial Planning and she aims to achieve Chartered status in the next few years.

At home

In her spare time, Rachael enjoys watching various sports including rugby, boxing and netball. She also does yoga, plays netball and swims as often as possible to keep fit.

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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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

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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