Why choose us?
In an industry where competent, quality advice should be the bare minimum, itβs 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, weβre 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
Weβre 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
Weβre 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 β so you can be sure that when you choose Strategic Solutions, youβre picking a team whoβll be with you for life.
What our clients say
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.
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 β a situation which I never thought would happen.
We can see that thanks to Strategic Solutions, we are going to have no financial worries when we retire.
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.
Tommy Lai2024-02-23I reached my retirement age to claim the pension benefits from an ex-employer's pension scheme into which I stopped contributing when I changed job in 2000. Due to delay by the pension scheme's administrator, I ended up having to buy "backdated" annuities, but providers will only sell backdated annuities with a GMP underpin via a financial advisor. I had been turned down by 2 different firms as they didn't have the appetite or capacity to take on the challenge as it could be very time consuming. Then I was recommended to try Strategic Solutions @ Bournemouth which I'm so glad that I did. Natasha O'Neill from Strategic Solutions returned my call and that's when our journey started..... Natasha took on my case, listened to my whole story, got the necessary paperwork from me, studied the whole details and acted on my behalf to take on the pension scheme's administrator. Natasha also helped to source the annuities from the open market and acted as the middle person to handhold all parties to move things forward. She could have just sourced the annuities for me and called it "job's done". But she didn't stop at that, she carried on doing the handholding. I also noticed that she had frequently worked very late to ensure all deadlines and milestones were met. She really had my interests at heart. I would also say that Natasha's friendliness, her professionalism, her knowledge, her enthusiasm, her energy are very difficult to find these days, I speak from having worked 32 years in investment banks who are notoriously known that they want "blood for their money" so to speak, so I know a gem when I see one. I would also say that one of the most important attributes that Natasha has is her communication skill. She keeps everybody informed of what's going on, making sure everyone is on the same page, and that's very important to ensure things move forward collectively. All the paperwork have been put in place and I'm now just waiting for my pension benefits payment which is due imminently. So, well done Natasha, and well done Strategic Solutions, their web site clearly spells out all the services that they can provide and the fees structure etc. so everything is clear upfront. As to the actual service, I can only speak from my own experience and I would not hesitate to recommend Strategic Solutions if anyone ever needs a financial advisor, they have well qualified people to help with various needs - individuals' qualifications are all stated on their website, and if you're lucky enough to have Natasha, all the better...
Andy Clayton2023-02-06I 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.
mikepenny942022-12-28I 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 Short2022-12-14Fantastic 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 canβt recommend these guys highly enough. I got a real sense of their desire to help me and do the right thing for me.
J M2022-10-28Excellent 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 Evers2022-04-05They seem to be sensible financial advisors who can also invest and manage your investments.
tzipora tvily2021-11-23Kerry 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 Kerryβs 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 Kerryβs 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 Hooper2020-12-21The 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 Sorbie2020-12-17The 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.
