Strategic Solutions Financial Services

Strategic Solutions Financial Services Strategic Solutions is a multi award winning firm of Chartered Independent Financial Planners.

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.

We're delighted to share that Natasha O'Neill has been shortlisted in the Professional Adviser Women in Financial Advice...
17/07/2026

We're delighted to share that Natasha O'Neill has been shortlisted in the Professional Adviser Women in Financial Advice Awards 2026 in the Financial Adviser of the Year – South West category.

This recognition is a testament to Natasha's dedication to delivering exceptional financial advice and the genuine care she shows in helping clients achieve their financial goals.

With over 1,100 women from more than 450 firms nominated this year, being shortlisted is a fantastic achievement and one we're incredibly proud to celebrate.

Natasha said:

I'm really honoured to be a finalist alongside many talented and respected advisers in the profession. It is a privilege to be recognised, and I am grateful to be part of such an inspiring profession. Congratulations to all the nominees and wishing everyone the very best of luck."

We look forward to celebrating with everyone at the awards ceremony on Wednesday 4 November in London. ✨

Good luck, Natasha! 👏

Recent headlines suggest a comfortable retirement is out of reach for many, but the reality is more balanced.The latest ...
17/07/2026

Recent headlines suggest a comfortable retirement is out of reach for many, but the reality is more balanced.

The latest Retirement Living Standards report shows that over four in five people are expected to achieve at least a minimum retirement lifestyle.

Retirement looks different for everyone, so planning ahead is key. Read our latest blog to understand the figures and how you can work towards the retirement you want.

👉 Read more: https://ssfs.co.uk/a-comfortable-retirement

Have you seen the headlines about ISA changes?With so much speculation in the media, it can be difficult to know what's ...
15/07/2026

Have you seen the headlines about ISA changes?

With so much speculation in the media, it can be difficult to know what's actually changing and what it means for your savings and investments.

In our latest article, written by Vanessa Taylor, an Independent Financial Adviser at Strategic Solutions, explains the ISA reforms that have been confirmed from 6 April 2027.

The good news? For most people, there's no need to make any immediate changes. Understanding the rules now can help you make informed decisions when the time comes.

Read Vanessa's full guide here >> https://ssfs.co.uk/isa-changes-explained/
If you'd like to discuss how these changes could affect your own financial plans, our team is always happy to help.

📞 0800 160 1800
📧 [email protected]

We're incredibly proud to support charities that make a real difference in people's lives.It’s wonderful to see how our ...
03/07/2026

We're incredibly proud to support charities that make a real difference in people's lives.

It’s wonderful to see how our donation through the Strategic Solutions Community Foundation helped make this unforgettable day possible for Denise and her daughter, creating memories they will treasure forever.

If you're involved with a local charity or good cause and would like to learn how our Community Foundation could support it, we'd love to hear from you.

Find out more here: https://ssfs.co.uk/community/

How long will you live and will your pension last as long? New figures from the Office for National Statistics show that...
02/07/2026

How long will you live and will your pension last as long?

New figures from the Office for National Statistics show that while we're still expected to live longer overall, the pace of those improvements has slowed. What does this mean for retirement planning and the future of the State Pension age?

In our latest blog, we explore the latest life expectancy projections, what they could mean for your retirement, and why reviewing your pension plans is more important than ever.

If you'd like to discuss your retirement planning or pension arrangements, please get in touch.

Read the full blog here 👉https://ssfs.co.uk/how-long-am-i-going-to-live/

Today we say goodbye to Annie Aston after 15 wonderful years with Strategic Solutions as she begins her well-earned reti...
30/06/2026

Today we say goodbye to Annie Aston after 15 wonderful years with Strategic Solutions as she begins her well-earned retirement.

Annie holds the honour of being the firm's first employee, and over the past 15 years, her dedication, loyalty and commitment have been truly valued. She will be greatly missed by colleagues and clients alike.

Annie, thank you for everything you have given over the years. We wish you a retirement filled with relaxation, happiness, new adventures, and the freedom to enjoy all the things you love most.

Congratulations, Annie, and enjoy every moment of this exciting new chapter! 💙

We've recently been shortlisted for an incredible six awards across two of the financial services sector’s most recognis...
18/06/2026

We've recently been shortlisted for an incredible six awards across two of the financial services sector’s most recognised events: the Money Marketing Awards and the Investment Life & Pensions Moneyfacts Awards.

These nominations are about far more than trophies. Awards are never the goal, but they are an important benchmark, recognising excellence, innovation, strong client outcomes, and the positive impact we strive to create every day.

If you'd like to discuss your financial future with us, we'd love to hear from you. With offices across the South Coast, we're here to help you plan with confidence.

📞 0800 160 1800
📧 [email protected]

We pride ourselves on being recognised for what we do. Check out our awards page to view our various awards.

Over 750,000 young adults in the UK are still missing out on savings sitting in forgotten Child Trust Fund accounts – wo...
15/06/2026

Over 750,000 young adults in the UK are still missing out on savings sitting in forgotten Child Trust Fund accounts – worth an average of around £2,200 each.

Our latest blog explains what these accounts are, why so many remain unclaimed, and how to track yours down quickly and for free.

Read more>>https://ssfs.co.uk/unclaimed-child-trust-funds/

Q2 Investment Update 2026Markets have faced a challenging start to the year, with investors navigating two major themes:...
10/06/2026

Q2 Investment Update 2026

Markets have faced a challenging start to the year, with investors navigating two major themes: the evolving impact of AI on company valuations and heightened geopolitical tensions in the Middle East.

Despite increased volatility, diversified portfolios have continued to demonstrate their value, helping investors manage uncertainty across different regions and asset classes.

Our Strategic Solutions Investment Committee continues to monitor markets closely, reviewing portfolio strategies monthly to ensure they remain aligned with clients' objectives and risk profiles.

Read the full Q2 investment update here >> https://ssfs.co.uk/investment-updates/q2-investment-update-2026/

What a great week it's been for us!In addition to being shortlisted for three awards at the Money Marketing Awards 2026,...
29/05/2026

What a great week it's been for us!

In addition to being shortlisted for three awards at the Money Marketing Awards 2026, we’re also proud to have been shortlisted in three categories at the Investment Life & Pensions Moneyfacts Awards 2026:

- Retirement Adviser of the Year
- Investment Adviser of the Year
- Paraplanner of the Year – Rachael Martin

These nominations mean so much because they recognise the work we do in helping people make confident decisions about their future, whether that’s planning for retirement, growing investments, or creating long-term financial security.

Here at Strategic Solutions, we believe expert financial advice should be accessible to everyone. As Chartered, independent, multi-award-winning financial planners, we’re proud to support clients across the South Coast with integrity, care, and excellence.

Whether you’re planning for retirement, growing your investments, or securing your family’s future, we’re here to help.

📞 0800 160 1800
📧 [email protected]

Address

Suite 2 Hamilton Court House, 1-3 Alum Chine Road
Bournemouth
BH48DT

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 7pm
Wednesday 9am - 5pm
Thursday 9am - 7pm
Friday 9am - 7pm

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