Strategic Solutions is a Chartered firm of independent financial advisers covering the South of England. We have advisers based in Southampton, New Milton, Bournemouth, Wareham, Newton Abbot, Exeter, Yeovil, Sherborne, Bath and Portsmouth. Whether your enquiry is on a personal or corporate basis we understand that the major financial decisions you make will have significant and life-changing consequences to your future.
It is therefore essential that you seek professional independent financial advice from people you can trust. Strategic are very personable, have a great sense of humour, knows the markets, is extremely well qualified, liaises closely with fund managers in the City of London and is just a brilliant financial adviser.
It is therefore essential that you seek professional independent financial advice from people you can trust. Strategic are very personable, have a great sense of humour, knows the markets, is extremely well qualified, liaises closely with fund managers in the City of London and is just a brilliant financial adviser.
Services
About us
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Strategic Solutions is a firm of Chartered independent financial advisers covering the south coast from Newton Abbot and Exeter in the West to Portsmouth in the East and up to Bath and the M4 corridor, specialising, but not exclusively, in the management of investment portfolios and pensions. We are proud to have been awarded the prestigious title "Chartered Financial Planners" by the Chartered Insurance Institute (CII).
Our approach
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We follow a carefully designed financial planning process so that you know exactly what is happening at each stage of its six steps. Strategic Solutions follow a carefully designed financial planning process so that you know exactly what is happening at each stage of its six steps. Our unique advisors deliver consistently high standards and are committed to delivering an excellent customer experience for all our clients.
Testimonials
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My advisor was fantastic from the outset. They are extremely professional but personable, honest, and full of sound advice and ideas. Their knowledge in this field is impressive and I have complete faith in them and the Company as a whole. They continue to work hard reviewing my portfolio regularly and is always available to take calls and texts to answer my many questions.
Community
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Strategic Solutions has long been committed to supporting its local community and has recently set up a dedicated community fund which is financed not only by the company but employees too. Local people have trusted and supported Strategic Solutions as we have grown and become successful over the last nine years.
Pensions & Retirement
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Many people now have built up different pots of pensions and are confused as to the constantly changing rules and regulations. Our clients benefit from our help in simplifying their situation whilst also improving it. Our highly qualified and experienced advisers can give you the peace of mind that your future is being cared for properly.
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