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 and Portsmouth. 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
Testimonials
Our Approach
Trustee Investments
Mortgages
Inheritance Tax
Personal Planning
Corporate Planning
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
Located right across the South Coast
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.