Bob Lowndes

"We really have developed a strong relationship with the Strategic team, and we have every confidence in them that they will be looking after our best interests."

Hi, I’m Bob. We began using Strategic Solutions to oversee our investments and to provide a good quality advice service.

Before coming on board with a team, we had a lack of long-term financial strategy. We’ve been with Strategic Solutions for over 20 years now, and we’re very pleased with the quality of service, our relationship with them, and our financial outcomes.

They are a professional and honest firm, who have supported us in securing a positive financial position in our retirement.

  • How satisfied are you with the range of options Strategic Solutions offers?

Well we’ve been very satisfied, principally to oversee our investments over the long term, and more recently to give us good advice in our retirement planning.

  • What were the qualities that first attracted you to Strategic Solutions?

I think it’s essentially about trustworthiness. We really have developed a strong relationship with the Strategic team, and we have every confidence in them that they will be looking after our best interests.

  • How were your financials before Strategic Solutions?

Well essentially we didn’t have a plan. Our engagement with Strategic Solutions over 20 years ago, has enabled us to make a plan and with their support, follow it through to our retirement.

  • Would you recommend Strategic Solutions to a friend?

I would absolutely recommend Strategic Solutions, and indeed I have done so. Friends of mine have come on board with Strategic. So yes, I’d happily recommend them.

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.

Top