Business Details
Your Trusted Financial Advisers in Southend-on-Sea
Strategic I F A is a fully independent financial advisory firm based in Southend-on-Sea, Essex. Established with a commitment to providing clear, ethical, and client-focused advice, we specialise in financial planning, wealth management, and investment strategies tailored to individual needs. Our team, led by Chartered and Certified Financial Planner Oliver Moore, brings over 30 years of combined expertise to help clients navigate complex financial decisions. We prioritise holistic planning, ensuring every recommendation aligns with clients' personal and financial goals while maintaining independence from product providers. Our approach combines technical proficiency with a deep understanding of life's financial challenges, offering ongoing support through regular reviews and adaptive strategies.Recognised for our Chartered status and regulation by the Financial Conduct Authority, we uphold the highest standards of professionalism and integrity. Whether planning for retirement, managing wealth, or securing legacies, we empower clients to live life to the fullest with financial confidence. Our dedication to lifelong learning and ethical practice ensures clients receive forward-thinking solutions grounded in industry best practices. Through transparent communication and a focus on long-term relationships, we aim to be a trusted partner in our clients' financial journeys.
Services
Financial Planning
Wealth Management
Investments
Retirement & Pensions
Legacy Planning
Protection & Insurance
Highlights and features
- We are led by a Chartered and Certified Financial Planner with over 30 years of experience.
- Our advice is fully independent, unbiased by product provider relationships.
- We provide holistic financial strategies tailored to your unique life circumstances.
- Our team holds specialist qualifications in pensions, investments, and estate planning.
- We prioritise long-term client relationships with ongoing support and regular reviews.
Associations and certifications
- Chartered Financial Planner
- Financial Conduct Authority
Services
Financial Planning
We create long-term financial roadmaps tailored to personal and family goals. Our approach combines risk profiling, budgeting, and milestone planning to ensure financial security. Clients benefit from regular reviews to adapt strategies as life evolves.
Wealth Management
Our wealth management services focus on growing and protecting assets through diversified portfolios and tax-efficient strategies. We offer ethical investment options and estate planning to preserve wealth across generations.
Investments
We design customised investment strategies balancing growth and risk management. Services include tax-efficient structures, regular reviews, and sustainable investment options aligned with client values.
Retirement & Pensions
We help clients build secure retirement plans through pension reviews, income optimisation, and tax-efficient withdrawals. Our advice covers workplace pensions, SIPPs, and long-term care planning.
Legacy Planning
Our legacy planning services minimise inheritance tax through trusts and gifting strategies. We collaborate with legal professionals to ensure assets are distributed according to client wishes.
People
Oliver Moore
Managing Director
Oliver leads Strategic I F A with over 30 years of experience as a Chartered and Certified Financial Planner. He specialises in pensions, investments, and estate planning, combining technical expertise with a client-focused approach.
Thomas Woodyatt
Financial Adviser
Thomas brings 16 years of banking experience to his role as Financial Adviser. He focuses on investment strategies and retirement planning, offering tailored solutions to help clients achieve financial independence.
Danielle Speirs
Development Manager
Danielle supports business projects and regulatory reporting with over three decades of financial services experience. Her background includes pension administration and credit card investigations.
Michela Brownlee
Client Support
Michela provides administrative support to the team, drawing on nearly a decade of financial services experience. She ensures smooth client interactions and efficient office operations.
Gemma Older
Paraplanner
Gemma supports financial advisers with research and plan preparation. With a problem-solving mindset, she ensures clients receive well-structured financial guidance based on thorough analysis.
Questions
What financial services do you offer?
We provide financial planning, wealth management, investment strategies, retirement planning, legacy solutions, and protection insurance tailored to individual needs.
Are you independent financial advisers?
Yes, we are fully independent and not tied to any financial product providers, ensuring impartial advice based solely on client interests.
How do you work with clients?
We follow a five-step process: understanding goals, gathering financial details, creating tailored plans, implementing strategies, and providing ongoing reviews.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners, Certified Financial Planners, and professionals with specialist qualifications in pensions and investments.
Do you offer a free initial consultation?
Yes, we provide a no-obligation consultation to discuss your financial goals and explore how we can support your financial journey.
Which areas do you serve?
We primarily serve UK residents, with our office based in Southend-on-Sea, Essex, and offer remote consultations nationwide.
