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

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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.

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Peter Eales, Dorset

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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.

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Mark Roberts, Kent

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

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Alan & Sheena Long, Dorset

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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.

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Bob Lowndes, Hampshire

Andy Clayton
Andy Clayton
2023-02-06
I had a helpful and interesting Zoom meeting with Kerry at SSFS about the financial position of a relative who requires care. Her SOLLA accreditation meant that she had the background and knowledge to quickly point me in the right direction.
mikepenny94
mikepenny94
2022-12-28
I could not recommend Strategic Solutions highly enough. I had never sought financial advice before so I did not know what to expect but everyone I have dealt with so far has been brilliant and incredibly helpful. They were very patient with me and were able to provide clear and simple answers to all of my questions. I now feel assured that my portfolio is best set up to meet my current and future needs.
Matt Short
Matt Short
2022-12-14
Fantastic company to deal with, everyone I have dealt with has been super helpful, friendly and professional. Outstanding knowledge of relevant products, services, regulations with all my questions answered and some great advice received that will make a huge difference to my life today and my retirement plans. I can’t recommend these guys highly enough. I got a real sense of their desire to help me and do the right thing for me.
J M
J M
2022-10-28
Excellent company and Katie Brown in particular has been great to work with on my personal financial plans and pension funds in particular. I wouldn't hesitate to recommend this company, everything has exceeded my expectations in what is usually a complicated subject.
S Evers
S Evers
2022-04-05
They seem to be sensible financial advisors who can also invest and manage your investments.
tzipora tvily
tzipora tvily
2021-11-23
Kerry has been our Financial Advisor for a number of years.Throughout this time, she has always been friendly& approachable but highly professional.I had complete confidence in her skills in money matters and in her management of our financial affairs. My trust in Kerry’s professional ability& as a person was fully vindicated and overwhelmingly so, in the past few months when I sadly, lost my dear husband. The whole process of the various transfers & the completion of forms was carried out smoothly & painlessly and always with understanding and compassion. All I needed to do is sign on the dotted line. I can not praise her highly enough.Absolutely outstanding! A few Bereavement Departments should take a leaf out of Kerry’s book of how to handle people who are grieving for the loss of their loved ones. I wholeheartedly recommend Kerry & Strategic Solutions. Mrs T Tvily-Mudie
Phil Hooper
Phil Hooper
2020-12-21
The advice, guidance and services that Strategic have given me over the years has been outstanding. The whole team has an ability to translate the complex financial landscape we now live in. Putting jargon into normal everyday language is a real skill and can't be undervalued. From mortgages, life insurance to pensions they have given me confidence and security in an uncertain time.
Charlie Sorbie
Charlie Sorbie
2020-12-17
The biggest decision I needed to make on retiring was who to trust with my hard earned pension fund, and to get sound and sensible advice. SSFS and Kevin Forbes in particular were excellent through every part of the process, giving me reassurance and confidence that I was in safe hands and that my portfolio would be managed and invested with my medium and long term aims fully considered. I can honestly say that I have been delighted with their performance and transparency through what has been a most difficult period with Brexit and Covid, and I would have absolutely no hesitation in recommending them to anyone.
Tracey Lowndes
Tracey Lowndes
2020-12-17
Professional, experienced and friendly team offering good advice over many years.

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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