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

β€œ

I've been using the team to analyse and understand my financial position, and they've helped me and my wife to seek the best tailored financial products and services using their expert knowledge.

β€œ

Peter Eales, Dorset

β€œ

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.

β€œ

Mark Roberts, Kent

β€œ

We can see that thanks to Strategic Solutions, we are going to have no financial worries when we retire.

β€œ

Alan & Sheena Long, Dorset

β€œ

We really have developed a strong relationship with the Strategic team, and we have every confidence in them that they will be looking after our best interests.

β€œ

Bob Lowndes, Hampshire

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. Copies of our telephone recordings will be available on request, for a period of 5 years after the recording was made.

Please note that external links on our website have not been assessed and are used at client’s own risk.

This website is designed for the use of UK resident clients.

Top