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.

Strategic Solutions is a trading style of 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.

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 will record and may 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.

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