Pensions | Strategic Solutions Financial Services | Poole

Protect your wealth

...for future generations with Strategic Solutions

We have the expertise and experience
to provide you with the perfect solution

Strategic Solutions is a Chartered firm of independent financial advisers covering the South of England. We have advisers based in Southampton, New Milton, Bournemouth, Wareham, Newton Abbot, Exeter, Yeovil, Sherborne, Bath, Portsmouth, Folkestone, Battle and Haywards Heath. Whether your enquiry is on a personal or corporate basis we understand that the major financial decisions you make will have significant and life-changing consequences to your future. It is therefore essential that you seek professional independent financial advice from people you can trust.

Pensions & Retirement

Savings & Investments

Investment Strategies

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Meet the Principals

WHAT OUR CLIENTS SAY

“Strategic are very personable, have a great sense of humour, knows the markets, is extremely well qualified, liaises closely with fund managers in the City of London and is just a brilliant financial adviser. We would not want anyone else to handle our investments.”

Mr Sanyal, Bournemouth

Meet the
Multi-Award

Winning Team

Our Multi-Award Winning team of independent financial advisers covers the south coast from Newton Abbot and Exeter in the West to Portsmouth in the East and up to Bath and the M4 corridor, specialising, but not exclusively, in the management of investment portfolios and pensions.

We are proud to have been awarded the prestigious title "Chartered Financial Planners" by the Chartered Insurance Institute (CII). This title is only awarded to financial planning firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice.