Independant Financial Planners in Exeter
If you have any corporate or personal goals and need an effective financial planning strategy and you are based near Exeter then let us help you succeed.
Contact our Exeter team today to arrange your first financial planning consultation.
Who we are
Strategic Solutions is a firm of Chartered independent financial advisers in Exeter based in Devon, 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"
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 take pride in the relationships we build and the innovative financial plans we are able to provide.
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.
Strategic Solution Services In Exeter
• Pensions & Retirement
• Personal Planning
• Corporate Planning
• Savings & Investments
• Trustee Investments
• Inheritance Tax Planning
Martin Waistell DipFA
Independent Financial Adviser