OUR APPROACH

ABOUT US

We're here

to help you achieve your financial goals

Pensions Dorset, Pensions Exeter, Pensions Somerset, Pensions Newton Abbot, Pensions Hampshire, Pensions Poole, Pensions Bournemouth
We're proud to have been awarded the prestigious title
"Chartered Financial Planners" by the Chartered Insurance Institute (CII)

Who we are

 

Strategic Solutions is a firm of Chartered independent financial advisers covering 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. Chartered financial planning firms must also follow a demanding code of ethical practice. This means we must work in a principled manner that places client's interests at the heart of the advice we give. The Chartered title assures you of our commitment to the highest standard of customer excellence and professionalism. Our knowledgeable independent financial advisers (IFA) cover the whole financial services market.

 

"Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer" 

How we work

 

Our initial meeting is usually without charge, at this meeting we will provide a full written explanation of our costs. With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing the benefits whilst considering the cost.

 

Our final financial planning proposals are well-researched and constructed on the basis of what's suitable for our clients. And of course, we are prepared to work alongside our client's Accountants and Solicitors. We firmly believe in the importance of working together and building relationships with our clients to help them fulfil and achieve their financial objectives. We're a highly experienced and understanding team of independent financial planners with our head office in Bournemouth but covering the whole of the south west. We take pride in the relationships we build and the innovative financial plans we are able to provide.

Treating customers fairly

Strategic Solutions is a trading style of Strategic Solutions Financial Services which is authorised and regulated by the Financial Conduct Authority (FCA) and we are happy to work within a regulated environment which prioritises the interests of consumers. Strategic Solutions has responded to the FCA initiative, Treating Customers Fairly and has set out what clients can expect as part of our advice process.

 

Meet the team

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Contact us today to arrange your first financial planning consultation.
If you have any corporate or personal goals and need an effective financial planning strategy, let us help you succeed.