Strategic Solutions Chartered Financial Planners

Independent Financial Adviser Suite 11, Branksome Park House, Branksome Business Park, Bourne Valley Road, Poole, Dorset, BH12 1ED
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
22nd July 2019
Strategic Solutions is a Chartered Firm of independent financial advisers providing straightforward advice making complex decisions easy to understand.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Giles Wellington Dip PFS
Independent Financial Adviser
Where to find us

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

Make an enquiry
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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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