Mark Roberts

"By meeting Nathan, and through Strategic Solutions my whole finances have been re-engineered, such that I've retired in my early to mid-50s – a situation which I never thought would happen."

Hi everyone, I’m Mark, I’m a chartered accountant, and I’ve worked in finance in the City of London all my life.

I knew little of pensions and how my portfolio of various company final salary pensions would work. I was introduced to Nathan via a close network, as an IFA who could help me in a big way. I’m so glad I didn’t ignore that introduction because Nathan has massively changed my life in terms of long term financial security. He has completely re-engineered my pension situation, and he’s given me control.

I feel so financially comfortable that I’ve retired early – in my mid 50s, and that’s really all down to him. Strategic Solutions are technically very knowledgeable, and I trust them, which is why I’ve introduced others from my network to that firm.

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

I’m really satisfied with what Strategic Solutions offers. I have a portal where I can see my portfolio anytime, I regularly look at it – it’s easy on my phone or laptop.

Nathan is always a call away, so that’s really good. And I know we’re moving forward, I went to the seminar this year and there’s a lot of other things that are happening with Strategic Solutions, so I am very happy.

  • Why did you connect with Strategic Solutions?

Why did I connect with Strategic Solutions? I’m an accountant, I think I’ve mentioned, but I had no knowledge of pensions, and I knew nothing about what my portfolio of final salary pensions meant for me.

I met Nathan through a connection, and I immediately felt comfortable with him. He’s been brilliant for me. He made me at ease, and really re-engineered everything for me. I’m blessed to have met Nathan and Strategic Solutions have really done great things for me.

  • Would you recommend Strategic Solutions to a friend?

Yeah, I’ve recommended Strategic Solutions, and specifically Nathan to a number of my network and a number of them have joined subsequently. A very close friend of mine that I’ve connected with Nathan, both of us together, I know are extremely happy with how we’ve been dealt with by Strategic Solutions.

  • What problems did you face before Strategic Solutions?

As I said, I’m a chartered accountant, but I really knew very little about pensions. And so that was really concerning me, how that would pan-out in later life.

By meeting Nathan, and through Strategic Solutions my whole finances have been re-engineered, such that I’ve said I’ve retired in my early mid-50s – a situation which I never thought would happen. I was assuming I’d work until I was 70, but I’m very happy that’s the way it all worked out.

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.

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