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
18th November 2019
If you want help with your pension or your savings with straight forward professional advice then we can help.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Long term care
Meet our advisers
Kevin Forbes FPFS MCSI
Independent Financial Adviser
Accreditations
Chartered Financial Planner
Jefferson Fawcett DIP PFS
Independent Financial Adviser
What our clients say
Service has been excellent. We especially appreciated the home visits to fit around our schedules.
S H, Christchurch
Our Strategic Solutions Financial Adviser, is outstanding. He understands our needs, is honest with us, explains financial instruments and the economic situation very well, especially as it affects our specific investment. He has managed to limit our potential losses to a bare minimum at a time when the market has been often if free-fall. We have complete confidence in his abilities and skills and absolutely trust him with our Investments. He has given us a 5 star excellent service. It's as simple as that!
N Sanyal, Bournemouth
Jeff always explains everything in everyday language that is easily understood by the "layman" and always happy to answer any questions or queries. We have 100% confidence in him and his recommendations
P Odowd, Southampton
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 is a firm of Independent Financial Advisers which 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.

The first meeting is at our cost and without obligation which enables you to find out if we are the right company for you.

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 help which is easy for you to understand and more importantly to put into practice.

Our service is built around developing long-term relationships please visit our website and you can see what our clients value the most about what we do. <url hidden>

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0