At work

Rob has worked in financial services since 2011. He began his career with Santander, where he held a variety of roles across the south coast, including branch management. Driven by an ambition to provide genuinely unbiased, holistic advice, Rob moved into independent financial planning and joined Strategic Solutions in 2020.

Today, Rob works alongside firm principal Kevin Forbes and fellow advisers Jon and Paul, helping individuals and families navigate a complex financial landscape. As a Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS), he prides himself on technical knowledge, combined with an ongoing commitment to professional development. Rob is also an accredited member of the Society of Later Life Advisers (SOLLA).

He specialises in investment planning and retirement strategy, delivering clear, tailored financial roadmaps that give long-term clarity and peace of mind.

At work

Rob has worked in financial services since 2011. He began his career with Santander, where he held a variety of roles across the south coast, including branch management. Driven by an ambition to provide genuinely unbiased, holistic advice, Rob moved into independent financial planning and joined Strategic Solutions in 2020.

Today, Rob works alongside firm principal Kevin Forbes and fellow advisers Jon and Paul, helping individuals and families navigate a complex financial landscape. As a Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS), he prides himself on technical knowledge, combined with an ongoing commitment to professional development. Rob is also an accredited member of the Society of Later Life Advisers (SOLLA).

He specialises in investment planning and retirement strategy, delivering clear, tailored financial roadmaps that give long-term clarity and peace of mind.

At home

Outside the office, Rob lives with his wife, dog and two cats. He is an avid cyclist and sports enthusiast who has completed several endurance challenges, including self-supported charity rides from London to Madrid and coast to coast across the United States.

Rob also serves as Trustee and Secretary of the Strategic Solutions Community Foundation, which supports grassroots initiatives and charitable causes across the region. He is always keen to hear about local projects that may benefit from support, so please get in touch with any nominations.

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 all

Kevin Forbes

Partner & Chartered Financial Planner

Nathan Harris

Partner & Chartered Financial Planner

Jeff Fawcett

Partner & Chartered Financial Planner

Allan Cruse

Partner & Chartered Financial Planner

Giles Wellington

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

Natasha O’Neill

Chartered Financial Planner

Paul Roberts

Chartered Financial Planner

Dave Stone

Chartered Financial Planner

Dan Lock

Chartered Financial Planner

Bryn Pilcher

Chartered Financial Planner

Jack Fawcett

Chartered Financial Planner

Rachael Martin

Chartered Financial Planner and Head Paraplanner

Jordan Cruse

Chartered Financial Planner and Paraplanner

Katie Jenkins

Senior Paraplanner & Chartered Financial Planner

Dean Rush

Head of Risk & Operations

Lucie Sikorová

Risk & Operations Support Specialist

James Oliver

Independent Financial Adviser

Martin Waistell

Independent Financial Adviser

Vanessa Taylor

Independent Financial Adviser

Peter Richinson

Independent Financial Adviser

Daniel Parkin

Independent Financial Adviser

Jeff Steninger

Independent Financial Adviser

Carly Thompson

Practice & Customer Relations Manager

Lucinda Warren

Independent Mortgage & Protection Adviser

Sue Hanney

Team Administrator

Graeme Douglas

Office Administrator

Sue Pattinson

Team Administrator

Lindsay Walinck

Personal Assistant

Lindsay Arnold

Office & HR Administrator

Holly Hickson

Paraplanner

Justine Geldard

Marketing and Communications

Jamie Haines

Student Placement

Strategic Solutions and Strategic Solutions Chartered Financial Planners are trading styles of Strategic Solutions Financial Services which is authorised and regulated by the Financial Conduct Authority, Number 525733.

Principals: Kevin Forbes, Jefferson Fawcett, 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.

Top

Strategic Solutions
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.