Planning for retirement

We believe the key to a successful retirement is to act as soon as you can – whatever age that may be. With our support, you can have peace of mind that your future is being cared for.

We’ll help you…

Understand your position

Many people have built up several pension pots over the years and are unsure of how much they have, and where. You might also be confused about the constantly changing rules and legislation surrounding pensions.

We can help you make sense of your current financial arrangements and simplify them where possible, giving you greater clarity.

Set your retirement goals

Now is the time to consider what you really want from retirement. What does it look like in theory, and when would you like it to happen? How much money are your plans likely to cost?

We’ll help you answer these questions and create a set of well-defined goals for your retirement, then build your plan around them.

Build and preserve your wealth

One of the biggest concerns people have when thinking about their retirement is how they will afford it. When it comes to preparing for this, it’s better to start as early as possible.

We will help you grow and preserve your retirement savings, so you can feel confident in your future financial security.

Stay on track going forwards

It’s inevitable that things in life change, and that can potentially have an impact on your financial planning journey. That’s why it’s important that your plan is flexible.

We can regularly review your financial plan and adjust it in line with your circumstances, so you can stay on track towards your goals.

Our services


We’ll review your pension plans and determine whether they’re suitable for achieving your retirement goals.

Cash flow planning

We can forecast your future finances and visualise the impact certain decisions might have on your objectives.


We’ll help you build a robust investment portfolio that delivers the level of returns needed for your circumstances.

Tax planning

We’ll structure your assets in a way that reduces your tax burden and ensures more of your money goes towards your goals.

Who we work with

No matter where you are in your life, we can help you make the right decisions to encourage long-term financial security. Find out more about the kinds of people we work with.

Young, free and independent

As a young professional, you’re just starting to successfully build your career – and your money, too. We think there’s no better time to start thinking about the future.

Settling down

We understand that this stage in life is all about providing for and making memories with your family. We can help you make the most of this time, while also saving for the future.

In retirement

Retirement is something you’ve earned through many years of hard work – and we believe financial worries shouldn’t get in the way of enjoying this time.

Later life care

As we age, we will often need to make some changes to the way we live – and that means being financially prepared for those adjustments. We can help you and your loved ones plan for your later life needs with confidence.

Final salary pensions

Transferring away from your defined benefit/final salary pension is a big, irreversible decision that shouldn’t be taken lightly. It’s therefore necessary for you to seek independent financial advice if you’re considering this.

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.