Joyce and Bernard Haywood, South Coast

In our care since 2019

Strategic and their team have been excellent in helping me move my final salary pension from my company into a SIPP.

The adviser was clear in his explanations of the options, always able to explain my choices jargon free and I never felt there was ever any pressure, total reassurance that the decision was mine. The final pack received, which I used to confirm I wished to proceed was thorough, carefully explained, mathematically clear and, I was walked through the next steps and expected timelines. I am visually impaired, and this was accommodated with no fuss. Documents were scanned for me and made available electronically. The adviser even read text to me, so he was sure I had understood.

Nothing was too much trouble. My employers were slow in undertaking their part of the transaction and again I was kept informed, with the advisor proactively chasing them and keeping me aware of revised timelines, with assurances that previously quoted figures were still honoured.

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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