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Based in Christchurch
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Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Thank you for viewing my profile. I am a Chartered Financial Planner and have been trading as an Independent Financial Adviser since 2013. I have 9 years prior experience as a Financial Adviser with the likes of HBOS, Lloyd's Banking Group and Nationwide Building Society. I specialise in investments, personal and family protection, inheritance tax and pensions, with a loyal following of clients across the local counties. With more than 10 years relevant industry experience I am able to draw on extensive experience and expertise to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike. My focus is always on seeing you as an individual and time is spent on understanding your personal and financial concerns. The service you receive is a client-centric solution on complex issues, building towards a long-term personal and business relationship. When I'm not working, I enjoy spending time with my family and I am actively involved in local organisations as well as finding time for travel, rugby, skiing and professional studies.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Strategic Solutions is a trading style of Strategic Solutions Financial Services which is authorised and regulated by the Financial Conduct Authority. Number 525733. Principals: Kevin Forbes, Jefferson Fawcett, Giles Wellington, Allan Cruse. Strategic Solutions is authorised and regulated by the Financial Conduct Authority to provide investment advice and is bound by its rules. For your information we would like to draw your attention to the following investment warnings: The price of shares and investments and the income derived from them can go down as well as up, and investors may not get back the amount they invested. The spread between the bid and offer prices of securities can be significant in volatile market conditions, especially for smaller companies. Realisation of small investments may be relatively costly. Past performance is not a reliable indicator of future performance.