Abigail Stidworthy and Vanessa Taylor, Strategic Solutions, Chartered Financial Planners

Independent Financial Adviser  First Floor, Newton abbot, Devon, TQ12 2HR
First meeting at adviser's own cost
Strategic Solutions is honoured to have been awarded Moneyfacts Investment adviser of the year both in 2017 and 2015
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Vanessa Taylor DipFA
Independent Financial Adviser

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.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

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

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Abi Stidworthy DipFA
Independent Financial Adviser

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.

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.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

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

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

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.

Where to find us

First Floor, 19 Devon Square, Newton Abbot, Devon, TQ12 2HR

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 15th January 2020

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