Strategic Solutions Chartered Financial Planners

Independent Financial Adviser  Suite 11, Branksome Park House, Poole, Dorset, BH12 1ED
check
FCA authorised
Last authorised 10th August 2020
Strategic Solutions is a Chartered Firm of independent financial advisers providing straightforward advice making complex decisions easy to understand.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
Giles Wellington Dip PFS
Independent Financial Adviser
About us

Strategic Solutions originated from the joining together of the four senior principals who have each been involved in the financial services industry for the last twenty years. All our advisers are very experienced and have been helping clients navigate complex financial markets and the ever changing legislative landscape over the last few decades.

With offices on the South coast, we provide impartial, unbiased and objective financial advice

Our services

As a Chartered Firm of independent financial advisers we recognize the importance of ensuring the advice you receive is specific to your own requirements. We know that receiving financial advice can seem daunting and complex which is why we strive to make sure that you receive straightforward advice which is easy for you to understand and more importantly to put into practice.

Our service is built around developing long-term relationships that enable us to provide you with a strategy that can adapt to your changing requirements and needs.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

Suite 11, Branksome Park House, Branksome Business Park, Bourne Valley Road, Poole, Dorset, BH12 1ED

Similar advisers near you

Independent Financial Adviser 0.32 mi
Independent Financial Advisor and Independent Mortgage Advisors (Whole of Market).
 
Independent Financial Adviser 0.84 mi
Helping business owners, self-employed & people in Generation X aim for their life goals, with modern financial planning services.
 
Independent Financial Adviser 0.99 mi
We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
 
Independent Financial Adviser 1.09 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.