Rachael Martin

Chartered Financial Planner and Head Paraplanner

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At work

Rachael started her finance 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 as an Administrator.

As Head Paraplanner, Rachael spends most of her time managing the Paraplanning Team, as well as preparing and reviewing suitability reports. The Team support our advisers in implementing their advice, which involves technical analysis and research to ensure that clients’ financial plans are suitable and compliant.

Rachael is a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS).

 

 

At work

Rachael started her finance 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 as an Administrator.

As Head Paraplanner, Rachael spends most of her time managing the Paraplanning Team, as well as preparing and reviewing suitability reports. The Team support our advisers in implementing their advice, which involves technical analysis and research to ensure that clients’ financial plans are suitable and compliant.

Rachael is a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS).

 

 

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

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

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

Harry Shivas

Independent Financial Adviser

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. Copies of our telephone recordings will be available on request, for a period of 5 years after the recording was made.

Please note that external links on our website have not been assessed and are used at client’s own risk.

This website is designed for the use of UK resident clients.

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