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Financial Planners, Investment Companies

Strategic Solutions Financial Services

Strategic Solutions Financial Services is a financial services company located in Bournemouth, England. They specialize in providing financial planning and investment services to their clients. As an investment company, they offer a range of financial services to help their clients achieve their financial goals. With a focus on strategic solutions, they work closely with their clients to develop personalized financial plans that meet their individual needs. Strategic Solutions Financial Services is committed to providing high-quality financial services to their clients and helping them achieve financial success.

Introduction to Strategic Solutions Financial Services

Strategic Solutions Financial Services is a UK-based financial planning and investment company that has been operating for over a decade. The company was founded with the purpose of providing personalized financial solutions to individuals, families, and businesses. What makes this company unique is its team of experienced and highly qualified financial planners who work closely with clients to understand their unique financial needs and goals.

Services & products

Strategic Solutions Financial Services offers a range of financial services, including retirement planning, investment management, tax planning, and estate planning. They also provide financial education and guidance to help clients make informed decisions about their finances. Customers can purchase personalized financial plans and receive ongoing support from the company's team of financial planners.

Location

Strategic Solutions Financial Services is located in Suite 2, Hamilton Court House, in the Westbourne area of Bournemouth, England. Westbourne is a bustling commercial and residential area with a variety of shops, restaurants, and businesses. Customers can expect to find a mix of large chain stores and independent boutiques in the area. The location is easily accessible by public transportation, with the Westbourne bus station, the Branksome train station, and the Bournemouth train station all within a few miles of the office.

Benefits

Customers should choose Strategic Solutions Financial Services because of the company's commitment to providing personalized financial solutions. The company's team of experienced financial planners work closely with clients to understand their unique financial needs and goals, and develop customized financial plans to help them achieve their objectives. The company also provides ongoing support and guidance to ensure that clients stay on track and achieve their financial goals.

Good to know

Customers should be aware that Strategic Solutions Financial Services is a fee-only financial planning and investment company. This means that the company does not receive commissions or other forms of compensation for recommending specific investments or financial products. Instead, they are paid directly by their clients for the services they provide.

Reviews

Customers have praised Strategic Solutions Financial Services for their personalized approach to financial planning and investment management. Clients have reported feeling supported and well-informed throughout the process, and have seen positive results in their finances. Many customers have recommended the company to friends and family members.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management
  • amenity
    financial advice
  • amenity
    investment portfolio
  • amenity
    online trading
  • amenity
    brokerage account
  • amenity
    mutual funds
  • amenity
    stocks
  • amenity
    bonds
  • amenity
    etfs
  • amenity
    trust services

FAQ

What types of financial planning services do you offer?

We offer a wide range of financial planning services, including retirement planning, investment management, tax planning, estate planning, and risk management. We work with each client to create a customized financial plan that meets their unique needs and goals.

How do you customize financial plans to fit individual clients?

We take a comprehensive approach to financial planning, taking into account each client's financial goals, risk tolerance, income, expenses, and other factors. Our team of experienced financial planners works closely with each client to develop a customized plan that addresses their specific needs.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified and hold a range of certifications, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA). Our team also participates in ongoing professional development to ensure they stay up-to-date with the latest financial planning strategies and techniques.

What is your track record for investment returns?

We cannot guarantee investment returns, as they are subject to market fluctuations and other factors outside of our control. However, we utilize a disciplined investment approach that is designed to help our clients achieve their long-term financial goals while managing risk.

How do you ensure client investments are secure?

We take the security of our clients' investments very seriously and employ a range of measures to protect them. These include utilizing custodial services, implementing strict security protocols, and conducting regular account monitoring and risk assessments. Additionally, we work with our clients to ensure they have appropriate insurance coverage and other protections in place.

Reviews

  • Dean Robertson

    27-03-2023

  • Andy Clayton

    I had a helpful and interesting Zoom meeting with Kerry at SSFS about the financial position of a relative who requires care. Her SOLLA accreditation meant that she had the background and knowledge to quickly point me in the right direction.

    27-02-2023

  • mikepenny94

    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.

    27-01-2023

  • Matt Short

    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.

    27-12-2022

  • J M

    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.

    27-11-2022

  • S Evers

    Positive: Professionalism, Responsiveness

    27-05-2022

  • tzipora tvily

    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

    27-05-2022

  • Phil Hooper

    The advice, guidance and services that Strategic have given me over the years has been outstanding. The whole team has an ability to translate the complex financial landscape we now live in. Putting jargon into normal everyday language is a real skill and can't be undervalued. From mortgages, life insurance to pensions they have given me confidence and security in an uncertain time.

    27-05-2021

  • Charlie Sorbie

    The biggest decision I needed to make on retiring was who to trust with my hard earned pension fund, and to get sound and sensible advice. SSFS and Kevin Forbes in particular were excellent through every part of the process, giving me reassurance and confidence that I was in safe hands and that my portfolio would be managed and invested with my medium and long term aims fully considered. I can honestly say that I have been delighted with their performance and transparency through what has been a most difficult period with Brexit and Covid, and I would have absolutely no hesitation in recommending them to anyone.

    27-05-2021

  • Tracey Lowndes

    Positive: Professionalism, Quality, Responsiveness, Value

    27-05-2021