Strategic Solutions Chartered Financial Planners

Independent Financial Adviser  James Oliver, Sherborne, Dorset, DT9 4AR
First meeting at adviser's own cost
James Oliver - Independent Financial Adviser
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Response rating
9.2/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
James Oliver
IFA

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.

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

About us

Strategic Solutions is a chartered firm of independent Financial Advisers, unbiased advice designed to fit to client needs and where on going service and review is at the heart of what we do

Our services

What we do really well

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.

Where to find us
Head office address: James Oliver, 1 Admirals Close, Sherborne, Dorset, DT9 4AR
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.2/10
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FCA authorised
Last authorised 29th June 2020

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