Business Details
Your Trusted Partner for Financial Planning Solutions
We are multi-award winning independent Chartered Financial Planners serving clients across the south coast. Our mission is to transform public perceptions of traditional financial advice by placing clients' interests at the heart of everything we do. With over 40 years of combined experience, our team specialises in creating tailored financial plans that address the unique needs of individuals at every life stage. As a Chartered firm, we adhere to rigorous professional standards and maintain a strong commitment to transparency, integrity, and community support.Our approach combines technical expertise with a deep understanding of personal financial goals, ensuring clients receive impartial advice that aligns with their long-term objectives. We actively promote financial literacy through educational resources and community initiatives, reflecting our belief that professional financial planning should be accessible to all. Our regulatory compliance and ethical practices are regularly audited by the Financial Conduct Authority, reinforcing our dedication to maintaining the highest standards of service.
Services
Financial Planning
Retirement Planning
Pension Transfers
Later Life Care
Investment Management
Risk Assessment
Estate Planning
Tax Efficiency
Mortgage Advice
Protection Services
Highlights and features
- We are a Chartered Financial Planning firm with multiple industry awards, demonstrating our commitment to excellence.
- Our transparent fee structure ensures complete clarity with no hidden costs.
- Active involvement in professional bodies to advance financial planning accessibility for all.
- Dedicated to supporting local communities through funded initiatives and educational programs.
- Multi-generational team combines extensive experience with innovative financial strategies.
Associations and certifications
- Chartered Insurance Institute (CII)
- Financial Conduct Authority (FCA)
What people say
Expert knowledge
Tailored financial products
Reassurance and confidence
Outstanding performance
Friendly and professional
Services
Financial Planning
Our financial planning service creates customised strategies to help clients achieve their life goals through effective money management. We analyse your current financial position, identify long-term objectives, and develop actionable plans covering investments, pensions, and risk management. With regular reviews and adjustments, we ensure your financial strategy evolves alongside your changing circumstances and market conditions.
Retirement Planning
Specialising in retirement preparation, we help clients maximise their pension potential through strategic savings and investment approaches. Our service includes state pension assessments, workplace pension reviews, and self-invested personal pension (SIPP) recommendations. We focus on creating sustainable income streams while minimising tax liabilities to ensure financial security during retirement years.
Pension Transfers
We provide expert guidance for transferring final salary pensions, carefully evaluating the benefits of maintaining existing schemes versus alternative investment options. Our regulated advice includes detailed cash equivalent transfer value assessments and long-term projections. We ensure clients fully understand the implications of relinquishing guaranteed benefits before making irreversible decisions.
Later Life Care
This service addresses financial requirements for later life, including care home funding strategies and equity release options. We help clients navigate complex care cost calculations while preserving family inheritance where possible. Our approach balances immediate care needs with long-term financial sustainability through specialist insurance and investment solutions.
Investment Management
Our investment management service builds diversified portfolios aligned with clients' risk tolerance and financial objectives. We employ evidence-based strategies using actively managed funds and passive index tracking. Regular performance reviews ensure optimal asset allocation across market cycles, with transparent reporting on investment growth and fee structures.
People
Kevin Forbes
Partner & Chartered Financial Planner
With over 25 years' experience, Kevin specialises in complex pension transfers and retirement planning. He holds the prestigious Chartered Financial Planner designation and has won multiple industry awards for client service excellence.
Nathan Harris
Partner & Chartered Financial Planner
Nathan focuses on helping clients achieve early retirement through strategic financial restructuring. His expertise in investment optimisation has enabled numerous clients to retire ahead of schedule while maintaining financial security.
Jeff Fawcett
Partner & Chartered Financial Planner
Specialising in intergenerational wealth transfer, Jeff helps families preserve assets across generations. He combines estate planning with tax-efficient investment strategies to maximise inheritance potential for clients.
Allan Cruse
Partner & Chartered Financial Planner
Allan's expertise lies in later life care planning and equity release solutions. He has developed innovative strategies to help clients fund residential care while protecting family assets.
Natasha O'Neill
Chartered Financial Planner
Recognised for her exceptional client communication, Natasha specialises in defined benefit pension transfers. Her meticulous approach to paperwork and client advocacy has resolved complex cases with outstanding outcomes.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning across all life stages, including retirement preparation, pension transfers, investment management, later life care planning, and tax-efficient wealth preservation strategies.
Are you regulated by the Financial Conduct Authority?
Yes, Strategic Solutions Financial Services is authorised and regulated by the Financial Conduct Authority (FCA) under reference number 525733, ensuring compliance with strict regulatory standards.
How do you charge for your financial advice?
Our fee structure is fully transparent with no hidden charges. We use a combination of fixed fees for specific services and percentage-based charges for ongoing management, always agreed in advance.
Can you help with final salary pension transfers?
Yes, we specialise in defined benefit pension transfers, providing regulated advice to assess whether transferring offers better long-term value compared to retaining guaranteed benefits.
Do you offer ongoing financial support?
We provide annual plan reviews and continuous portfolio monitoring as part of our ongoing service, ensuring your financial strategy adapts to changing circumstances and market conditions.
What areas do you cover?
While based in Bournemouth, we serve clients across the south coast including Newton Abbot, Folkestone, and surrounding regions through face-to-face meetings and virtual consultations.
Reviews (5)
Aminu Sani Aminai
Oct 21, 2021
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I highly recommend a particular trader to anyone interested in all forex matters. she can earn $9,000 with $700 weekly, For more details, text WhatsApp:+15714293523 or Email:Katieotyler55@gmail.com
View Balancer
Oct 06, 2021
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Dear ELIZABETH Thank you for the fantastic job you have been doing for me lately. Your hard work and dedication has really helped me out during difficult times . I just wanted to make sure you know how much you are valued and appreciated. We know that the recent round of lay-offs has been very bad for company morale. Not only are people worried… about losing their money but also many people are out there receiving their withdrawal every day You come in early stay late and even use your free time to help pitch in and get things done. Thank you MRS ELIZABETH BAYS for your hard work and dedication
Mahadev Ullegaddi
Oct 03, 2021
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Good experience results on how i make $7000 every week!!! This has been an incredible experience from day one! This wasn't my first time trading but honestly I didn’t know what to expect when I first joined. After much loss. God walked me through the entire process from start to finish, which was a HUGE plus! They made the entire process so easy… and hassle-free! I’m very impressed! I will definitely be referring him to you all. You can start making money through forex trade. His Name is MR ARNOLD. You can reach him via Email on arnoldclark61@gmail.com WhatsApp Number : +1(910
Radheshyam Kharol
Sep 28, 2021
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FOREX INVESTMENT I never believed my life will change in such a manner, i saw a review on a page about MRS ELIZABETH BAYS and before then i have never risk money doing anything online with anybody because i think i was so wise and never want to be cheated, but when i contacted her and she explained everything to me concerning trading and the profit… i can make within a week i was convinced to give a trial and why i risked to invest 500$ was because i don't need to send her the money but to create and fund my trading account all by myself and give her the access to manage my trading account
Kathryn Witt
Mar 18, 2021
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Downright perfect would like to publicly thank the kindness from ssfs for the wonderful donation that will help all members within our small charity with vouchers for resources and a further 4 children will benefit from much needed private 1-1 therapy. We are ever so grateful for the kindness and compassion you have shown us. Yours gratefully Kathryn - chair of Downright Perfect
