Strategic Solutions Financial Services

strategic solutions is a multi award winning chartered firm of independent financial advisers covering the south of england. we have advisers based in southampton, new milton, bournemouth, wareham, newton abbot, exeter, sherborne, and poole. whether your enquiry is on a personal or corporate basis we understand that the major financial decisions you make 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. the chartered title we hold is only awarded to the few firms that demonstrate to our professional body a commitment to maintaining the knowledge and capability of their people and abide by a demanding code of ethical practice. we built strategic solutions to transform the perceptions of the public by providing a comprehensive financial planning service focused on the long-term goals and aspirations of our clients and putting client interests centre stage. our range of financial planning services are tailored to the unique needs, goals and circumstances of each individual from creating personalised full financial plans for those with accumulated wealth, through to helping individuals take their first steps in saving. consequently we work with a wide range of clients from all walks of life. recent changes in our market has resulted in many advisers abandoning the “man in the street” and dealing only with high net worth individuals. we made the decision not to follow that path but to ensure we were able to provide advice, help and guidance to anyone who needs it. profit is never our main driver. delighted clients are. we believe passionately that professional, expert financial planning and guidance makes a huge difference, even to those of modest wealth. as such we seek to help whomever we can to achieve greater and more sustainable long term financial security. we currently look after around £600 million of our clients money.

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