Why choose us?

In an industry where competent, quality advice should be the bare minimum, it’s the other things that truly set a financial planning firm apart. Our four pillars are the cornerstones of our business and underpin everything we do. They represent how we serve our clients, our team and our community. Watch our video to find out more about what gives us our edge.

The four pillars of our business

Our company has been built on four core principles that represent who we are and what we stand for.

Professionalism

As a Chartered Financial Planning firm with multiple awards, we have consistently shown our commitment to be the best financial planners we can be, demonstrated by external recognition from our profession.

Honesty

We hope to improve the public perception of financial planners by being open about the way we charge and putting the client at the centre of everything we do. Everything we do is honest and transparent.

Integrity

As industry ambassadors, we’re active in our professional bodies to ensure financial planning is available to the many, not just the few. We understand the difference financial planning can make to people's lives.

Community

We’re nothing without our community, so we must support them. We do this by funding local causes that need support. Giving back builds our team morale, gives us a warm fuzzy feeling and in turn benefits our clients and our community.

An incredible team, in it for the long haul

We’re proud to be nurturing the next generation of financial planners, with the goal of having a more diversified set of professionals that can drive the industry forward. These talented individuals also bring with them longevity – so you can be sure that when you choose Strategic Solutions, you’re picking a team who’ll be with you for life.

What our clients say

Strategic Solutions have provided us with the highest quality and, more importantly, personalised service. We have and continue to be confident that we are receiving the most informed and balanced advice.

The nature of the relationship is one of an absolute focus on what is in our best interest, and this is reflected in projected outcomes that will provide us with the security we are seeking.

Very thorough analysis to gain full understanding of my situation, detailed report and carefully considered recommendations. Advisor kept me fully up to date with progress and assisted with further queries. An excellent service tailored to the individual.

Paul and Sarah Bentley, South Coast

A client since 2019

During the many years of association with the Strategic Solutions team they have dealt with my wife and I in a most professional and courteous manner.

Particular thanks go to my adviser for his efforts in assessing and advising our family on all investment, protection and pension matters. His ability to explain complex financial matters in a simple way has enabled us to make informed decisions and build up a successful investment and retirement portfolio.

We have no hesitation in recommending him and the Strategic Solutions team to friends. Strategic Solutions has provided me over a long number of years much appreciated advice, services and financial knowledge which has led me to financially achieve my goals and so much more than I am certain I would have otherwise. I strongly recommend this company are given an opportunity to improve your wealth being!

Deborah Winstanley, Bournemouth

A client since 2006

I’m a Chartered Accountant and have worked in Finance all my life, but I knew little of pensions and how my portfolio of various company final salary pensions worked. I was introduced to Nathan via my close network as an IFA who could help me in a big way. I am so glad I did not ignore that introduction because Nathan has massively changed my life in terms of long-term financial security. He has completely reengineered my pension situation and given me control. I feel so financially comfortable that I have retired early in my mid 50s and that is all down to him.

Nathan is technically very knowledgeable, and I trust him which is why I’ve introduced others to work with him.

Mark Roberts, Surrey

A client since 2018

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.

Joyce and Bernard Haywood, South Coast

A client since 2019

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.

Brian Siddle, South Coast

A client since 2018

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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