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Reviews, get directions and contact details for Strategic Solutions Financial Services

About

Strategic Solutions is a firm of Chartered Independent Financial Advisers specialising in building investment portfolios and innovative financial plans

Story

We're a highly experienced and understanding team of independent financial planners with our head office in Bournemouth but covering the whole of the south west. We take pride in the relationships we build and the innovative financial plans, management of investment portfolios and pensions we are able to provide.

We are proud to have been awarded the prestigious title "Chartered Financial Planners" by the Chartered Insurance Institute (CII).

This title is only awarded to financial planning firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice.Chartered financial planning firms must also follow a demanding code of ethical practice. This means we must work in a principled manner that places client's interests at the heart of the advice we give.

The Chartered title assures you of our commitment to the highest standard of customer excellence and professionalism.

Our knowledgeable independent financial advisers (IFA) cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.



"Multi award winning independent chartered financial planners"
Address: 11 Heather Rd, Bournemouth BH10 5EE, UK
Phone: 01202 377139
ku.oc.sfss@ofni
State: Bournemouth
City: Bournemouth
Zip Code: BH10 5EE


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Reviews
I could not recommend Strategic Solutions highly enough. I had never sought financial advice before so I did not know what to expect but everyone I have dealt with so far has been brilliant and incredibly helpful. They were very patient with me and were able to provide clear and simple answers to all of my questions. I now feel assured that my portfolio is best set up to meet my current and future needs.
Fantastic company to deal with, everyone I have dealt with has been super helpful, friendly and professional. Outstanding knowledge of relevant products, services, regulations with all my questions answered and some great advice received that will make a huge difference to my life today and my retirement plans. I can’t recommend these guys highly enough. I got a real sense of their desire to help me and do the right thing for me.
Excellent company and Katie Brown in particular has been great to work with on my personal financial plans and pension funds in particular. I wouldn't hesitate to recommend this company, everything has exceeded my expectations in what is usually a complicated subject.
Kerry has been our Financial Advisor for a number of years.Throughout this time, she has always been friendly& approachable but highly professional.I had complete confidence in her skills in money matters and in her management of our financial affairs. My trust in Kerry’s professional ability& as a person was fully vindicated and overwhelmingly so, in the past few months when I sadly, lost my dear husband. The whole process of the various transfers & the completion of forms was carried out smoothly & painlessly and always with understanding and compassion. All I needed to do is sign on the dotted line. I can not praise her highly enough.Absolutely outstanding! A few Bereavement Departments should take a leaf out of Kerry’s book of how to handle people who are grieving for the loss of their loved ones. I wholeheartedly recommend Kerry & Strategic Solutions. Mrs T Tvily-Mudie
My wife and I have been clients of Strategic Solutions for around 2 years. They offer a tailored personal service, putting the customer first and are dedicated to clients needs. They are excellent communicators and simplify information when needed so everything is understood. I’ve found Paul and Jon extremely professional, approachable and realistic in their approach. I wouldn’t hesitate to recommend them.
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