What our customers say about us...
WHAT PEOPLE SAY
"Professional, highly qualified team of advisers, able to provide independent advice to people from all walks of life in a friendly, uncomplicated manner"
WHAT PEOPLE SAY
"I appreciate my adviser's patience in helping me arrange my pension & willingness to offer advice in other areas too -much better service than experienced elsewhere"
Great choice of Financial Adviser
This time last year I was in a position to be looking for a Financial Services company. What a great choice I made with Strategic Solutions.
My advisor was fantastic from the outset. They are extremely professional but personable, honest, and full of sound advice and ideas. Their knowledge in this field is impressive and I have complete faith in them and the Company as a whole. They continue to work hard reviewing my portfolio regularly and is always available to take calls and texts to answer my many questions.
Strategic Solutions are a contemporary financial planning service provider who have invested my money wisely and I would have no hesitation recommending them.
We were recommended this company by a friend and from our initial contact they provided excellent service. Everything was explained fully and their recommendations felt right for us.
We were not rushed into anything, we were given the space and time needed to make our own decisions and then guided fully through the process of making our investments.
I would certainly recommend them.
Very happy with the help and advice given
We have been with Strategic Solutions Financial Services for the last 10 years and have been very happy with the help and advice given to us.
We have been regularly visited in our home by our adviser to keep us up to date with our investments. This we have found very comforting, helpful and friendly.
We have had no hesitation in recommending the company to our family and friends and anyone else who needs financial advice and help.
Now that's what I call financial advice
My portfolio had been managed by HSBC's IFAs for many years but I moved all my pensions, and investments, to Strategic Solutions at the beginning of 2018. I cannot rate their services highly enough.
My portfolio has been tailored to protect my children's inheritance and make the most of taxable allowances. The most important advice I received from my adviser after that was an extremely pragmatic suggestion to spend and enjoy the balance of my money while I have my health and not die a millionaire leaving the taxman a fortune! Now, that's what I call financial advice.
I am delighted at the regular updates I have received, the response to any queries I've had, and the pro-active manner in which my portfolio is managed.
Professional, approachable and realistic
My wife and I have been clients of Strategic Solutions for around 2 years.
They offer a tailored personal service, putting the customer first and are dedicated to clients needs. They are excellent communicators and simplify information when needed so everything is understood.
I’ve found my adviser to be extremely professional, approachable and realistic in their approach. I wouldn’t hesitate to recommend them.
High quality, personalised advice
Strategic Solutions have provided us with the highest quality and, more importantly, personalised service. We have, and continue to be confident that we are receiving the most informed and balanced advice.
The nature of the relationship is one of an absolute focus on what is in our best interest and this is reflected in projected outcomes that will provide us with the security we are seeking.
Very thorough analysis to gain full understanding of my situation, detailed report and carefully considered recommendations. Advisor kept me fully up to date with progress and also assisted with further queries. An excellent service tailored to the individual.
Professional and courteous manner
During the many years of association with the Strategic Solutions team they have dealt with my wife and I in a most professional and courteous manner.
Particular thanks go to my adviser for his efforts in assessing and advising our family on all investment, protection and pension matters. His ability to explain complex financial matters in a simple way has enabled us to make informed decisions and build up a successful investment and retirement portfolio.
We have no hesitation in recommending him and the Strategic Solutions team to friends. Strategic Solutions has provided me over a long number of years much appreciated advice, services and financial knowledge which has led me to financially achieve my goals and so much more than I am certain I would have otherwise. I strongly recommend this company are given an opportunity to improve your wealth being!
Excellent, proactive and clear
Strategic and there team have been excellent in helping me move my final salary pension from my company into a SIPP.
The adviser was clear in his explanations of the options, always able to explain my choices jargon free and I never felt there was ever any pressure, total reassurance that the decision was mine. The final pack received, which I used to confirm I wished to proceed was thorough, carefully explained, mathematically clear and also I was walked through the next steps and expected timelines. I am visually impaired and this was accommodated with no fuss. Documents were scanned for me and made available electronically. The adviser even read text to me so he was sure I had understood.
Nothing was too much trouble. My employers were slow in undertaking their part of the transaction and again I was kept informed, with the advisor proactively chasing them and keeping me aware of revised timelines, with assurances that previously quoted figures were still honoured.