At work

Rob began working in financial services in 2011 with Santander, employed in various roles across the south coast, including banking adviser and branch manager.

Having always aspired to give independent advice, Rob joined Strategic Solutions in 2020. He now works closely with our principal Kevin Forbes and his team, including Jon and Paul.

Rob became a Chartered Fellow of the Personal Finance Society in 2021 but isn’t stopping there and is continuing to study in more areas for further qualification.

Rob works with a range of clients every day, and is particularly experienced in retirement and investment planning, later life planning, and general financial advice.

At work

Rob began working in financial services in 2011 with Santander, employed in various roles across the south coast, including banking adviser and branch manager.

Having always aspired to give independent advice, Rob joined Strategic Solutions in 2020. He now works closely with our principal Kevin Forbes and his team, including Jon and Paul.

Rob became a Chartered Fellow of the Personal Finance Society in 2021 but isn’t stopping there and is continuing to study in more areas for further qualification.

Rob works with a range of clients every day, and is particularly experienced in retirement and investment planning, later life planning, and general financial advice.

At home

Rob lives with his wife and two cats. He keeps active through a love of cycling and football. His longest cycle rides have been for charity, including self-guided rides from London to Madrid and coast to coast across America.

He is also a trustee of two charities, including being secretary of the Strategic Solutions Community Foundation – who support many local causes and are always looking for new applications needing support. Please get in touch with any suggestions!

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 and Paraplanner

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 and Financial Adviser

Carly Thompson

Practice & Customer Relations Manager

India Hawes

Trainee Financial Adviser & Office Support

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

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

Operations Manager / Risk and Control Manager

Bryn Pilcher

Trainee Financial Adviser

Dan Lock

Trainee Financial Adviser

Julia Wozna

Graduate Placement

Jack Simpson

Graduate Placement

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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