We can advise you on
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Business
- Corporate pension
- Group life insurance
- Group pensions
- Group private medical insurance
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Financial planning
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Estate planning
- Income tax
- Taxation planning
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Long term care
Meet our advisers
Abi Stidworthy DipFA
Independent Financial Adviser
Qualifications & Accreditations
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DipFA - Diploma for Financial Advisers (IFS)
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
J10 - Discretionary Investment Management (CII)
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
G10 - Taxation and Trusts (CII)
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
CeMAP - Certificate in Mortgage Advice and Practice (IFS)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
Vanessa Taylor DipFA
Independent Financial Adviser
Qualifications & Accreditations
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J10 - Discretionary Investment Management (CII)
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
AF4 - Investment Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
DipFA - Diploma for Financial Advisers (IFS)
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
CeMAP - Certificate in Mortgage Advice and Practice (IFS)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
What our clients say
100% of clients surveyed thought their Strategic Solutions adviser's understanding of their particular circumstances and their own specific requirements was either good or excellent.
100% of respondents rated the knowledge and skills of my adviser in relation to the advice given as good or excellent.
88% of the replies stated that the meeting fared as "excellent" compared with their general expectations of dealing with an Independent Financial Adviser.
90% of all respondents rated their overall experience of dealing with a Strategic Solutions Adviser as "Excellent".
Strategic Solutions QTR 1 client survey, South west
About us
Strategic Solutions is an award winning Chartered firm of Independent Financial Advisers covering the South of England, Abi and Vanessa run our Newton Abbot office providing financial advice to clients in South Devon.
Our services
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 firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice. Chartered 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.
Compliance
Strategic Solutions is a trading style of Strategic Solutions Financial Services which is authorised and regulated by the Financial Conduct Authority, number 525733.
Principals: Kevin Forbes: Jefferson Fawcett: Giles Wellington: Allan Cruse
