Dean Robertson Dip PFS,Cert CII (MP & ER)

Independent Financial Adviser 78, Pine Vale Crescent, Redhill, Bournemouth, Dorset, BH10 6BJ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
Offering honest,friendly Independent financial advice. I am proud to work with the multi award winning Chartered firm of Strategic Solutions.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Equity release
    • First time buyers
    • Home reversion
    • Remortgage
    • Residential
Meet our advisers
Dean Robertson Dip PFS
Independent Financial Adviser
What our clients say
Dean Robertson is an extremely professional and knowledgeable adviser. It his personal approach which stands out. As he deals with both my family and my parents it is obvious that he considers the holistic picture including key aspects such as inheritance planning. Rather than feeling like you're dealing with a corporate droid, Dean is like a family friend with in-depth financial services knowledge. He's honest and is great at considering risk (and our attitude to it) - for example when advising on volatility of equities etc. He takes time to understand all of our needs. He's great at making his advice real by using anecdotes of his own situation and past decisions . Unlike previous advisors I've had, Dean is happy to just catch up to check everything is on track and nothing has changed i.e. he'll only advise new products etc when there's a definite need or benefit. The advantage of this is that both he and I know that he will continue to be our adviser through our life journey and that continuity is extremely valuable.
Mr M B, Woking
I find it very hard to understand financial matters and got myself into a very difficult situation with another company. I asked Dean Robertson of Strategic Solutions if he could help me to untangle the mess I was in. I have to say, Dean has been brilliant. He has had the time and patience to explain to me what was happening several times, as I could not comprehend it the first time. He always responds quickly to phone calls and emails, has kept me thoroughly informed of what is going on with my money, has been very supportive and helped me enormously with a very tricky situation. I have complete trust and faith in both Dean Robertson and Strategic Solutions
Miss V Oliver, Southampton
I am delighted to recommend Strategic Solutions. Where as some financial advisers seem to treat their clients as just another name, Dean Robertson & Strategic Solutions have gone beyond my expectations to ensure we enjoy a warm, friendly, yet thoroughly professional working relationship. They are very happy to spend all the time that I need to discuss and understand their excellent advice. They clearly want to 'get to know me' and my financial needs both now and in the future. By doing so I feel completely confident and can totally trust them to know what's best for me in terms of the financial advice they give. I always look forward to and enjoy our meetings to review my situation.
S K, Poole
When Dean first came to see my wife and I he rapidly set us at ease, he listened to our thoughts, analysed our needs and came up with proposed solutions that are right for us. He regularly keeps in touch to ensure we are happy with the way things are going, he fully answers any queries we may have and satisfies himself, and us, that his advice is still independent and relevant to our requirements. We feel the service he provides is thorough, professional and personal. We have no hesitation in recommending Dean.
R & D B, Gloucestershire
Where to find us

78, Pine Vale Crescent, Redhill, Bournemouth, Dorset, BH10 6BJ

Contact us
About us

Strategic Solutions are the proud winners of the prestigious Moneyfacts Retirement Adviser of the year 2018 award, Retirement Planner 2018, Best Individual Advice Firm for the South West, and Wales and the Moneyfacts Investment adviser of the year 2017. We were runners up in 2016 and won again in 2015. Strategic Solutions are also 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.

We can help and guide you through the potentially complicated options and decisions that you may have to take to reach your retirement and plan for your future.

Our services

I offer Independent advice with the reassurance of the vast resource of knowledge and skills that are available through working with the multi award winning Chartered firm of Strategic Solutions.I can help with many aspects of finance including the opportunities now newly available with pension planning and can either meet you at our office or at your home or work.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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