Head Office Team
Dean has worked in the financial services industry since 1996 having started out at JP Morgan. This was followed by a career with HSBC Investment Bank where his experience enabled him to specialise in Operational Risk & Control. This is an area Dean is passionate about and in the ever changing environment that is Risk & Compliance, development and progress is continuous and satisfying.
Dean joined Strategic Solutions in January 2020 where he works closely in support of the partners. He has 2 children, enjoys sport and the great outdoors with a particular interest in long hikes.
Dean is a member of the Chartered Insurance Institute (CII) and Personal Finance Society (PFS).
Joanna joined the Strategic team as Office Manager in December 2013 when the new office was opened in Branksome. She has been an administrator at a local hospital for 12 years and in the insurance industry for the previous 12 years.
She is married to a Financial Adviser and they have two children and two grandchildren who are an important part of their lives.
Jo loves to keep fit and loves to walk in the Mountains of Snowdonia annually and regularly visits her local gym. She also enjoys holidaying abroad with her friends and family.
Annie has been involved in the Financial services industry for 22 years as a PA, Office Manager, Compliance Manager and Accounts Officer. She has been a member of the Strategic Solutions team for 5 ½ years and is part of the Head Office team.
At week ends she can be found walking the hills and dales of Dorset or sailing in and around Poole Harbour or The Solent. Holidays are an important part of Annie’s life and she travels far and wide to the lesser visited parts of the world.
She is married and has two children and three grandchildren
Lindsay’s financial administration career began in a merchant bank back in 1992. She held a position at the Chase Manhattan Bank headquarters, where she spent two years in the International Trade – Confirms & Amendments Dept, before moving to the role of PA to the Director of Global Operations.
After a short career break to start a family, in 2004, Lindsay then joined the Halifax bank. She worked in numerous customer facing roles before progressing on to Branch Risk and Compliance.
In 2017, the partners of SSFS made Lindsay an offer she couldn’t refuse! She is now employed as an Administration Assistant at the head office in Poole.