Brian Siddle, South Coast
In our care since 2018
My portfolio had been managed by HSBC's IFAs for many years, but I moved all my pensions, and investments, to Strategic Solutions at the beginning of 2019. I cannot rate their services highly enough.
My portfolio has been tailored to protect my children's inheritance and make the most of taxable allowances. The most important advice I received from my adviser after that was an extremely pragmatic suggestion to spend and enjoy the balance of my money while I have my health and not die a millionaire leaving the taxman a fortune! Now, that's what I call financial advice.
I am delighted at the regular updates I have received, the response to any queries I've had, and the pro-active way my portfolio is managed.