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 proud to support Amber Bee CIC through our Community Foundation and the important work they’re doing to support ch...
02/09/2026

We’re proud to support Amber Bee CIC through our Community Foundation and the important work they’re doing to support children and young people.

Their recent project, delivered across four Bournemouth primary schools, focused on mental wellbeing, resilience and safeguarding, giving children practical tools and confidence to better understand and manage their emotions.

The project reached 308 children directly, with around 650 people benefiting overall, including parents, carers and teachers. The feedback from schools has been fantastic, with children developing a better understanding of mental wellbeing, calming and coping strategies, resilience and knowing who to turn to for support.

We’re delighted that our funding has helped make this valuable early intervention possible and support the wellbeing of young people in our local community. 💙

Barney & Echo

We’re proud to support grassroots organisations like Phoenix Football Club, helping young people enjoy sport, build conf...
29/08/2026

We’re proud to support grassroots organisations like Phoenix Football Club, helping young people enjoy sport, build confidence and be part of their local community. 💙

https://ssfs.co.uk/community/

Brilliant to see our very own Jon Hickson shortlisted once again for Young Financial Planner of the Year – Southeast & W...
25/08/2026

Brilliant to see our very own Jon Hickson shortlisted once again for Young Financial Planner of the Year – Southeast & West at the Money Marketing Awards 2026!

We’re incredibly proud to see him recognised again alongside some fantastic advisers from across the region.

Congratulations to all the finalists, and best of luck, Jon! 🏆

We’re delighted to support Circus Starr in bringing the magic of the circus to families across Bournemouth. 🎪❤️Circus St...
25/08/2026

We’re delighted to support Circus Starr in bringing the magic of the circus to families across Bournemouth. 🎪❤️

Circus Starr creates inclusive, accessible shows for children with disabilities, families on low incomes and those facing difficult circumstances. Their relaxed performances are designed so everyone can be themselves, whether that means dancing, shouting, jumping up and down or simply enjoying the show together.

We’re proud to play a small part in helping more families enjoy a fun and memorable day out. 🌟

🌟Our supporter of the week is 🌟 Strategic Solutions Financial Services

Thank you for their generous support on our Autumn Tour at the Bournemouth show!
Check out our fabulous supporter via www.ssfs.co.uk



Major legal reforms could bring greater financial protections for unmarried couples in England and Wales.But with any ch...
24/08/2026

Major legal reforms could bring greater financial protections for unmarried couples in England and Wales.

But with any changes potentially years away, should you wait for the law to change or take steps to protect your financial position now?

Our latest blog explores the proposed reforms and what they could mean for cohabiting couples.

Read more>>https://ssfs.co.uk/unmarried-couples/

The law in England and Wales is moving a step closer to treating married and unmarried couples in a similar way. “Over 3.5 million couples live together without getting married or entering a civil partnership, a number that has more than doubled over the past three decades. Despite this, cohabitin...

The UK’s tax gap remains a significant challenge, with an estimated £59.2 billion in unpaid tax continuing to cast a sha...
20/08/2026

The UK’s tax gap remains a significant challenge, with an estimated £59.2 billion in unpaid tax continuing to cast a shadow over the Treasury and taxpayers.

But what does this mean for taxpayers, and what could HMRC’s next steps look like?

Our latest blog post explores the topic and what could be coming next.

Read more>> https://ssfs.co.uk/the-59-2-billion-unpaid-tax-hole/

New HMRC research places an uncomfortably large number on the estimated amount of outstanding unpaid tax. £59.2 billion is a serious amount of money: about £850 a head for every man, woman and child in the UK. In the context of UK tax, £59.2 billion is: HMRC’s estimate of the ‘tax gap’ in 2...

Our very own Kevin Forbes, Principal IFA at Strategic Solutions, will be joining the judging panel for this year’s Money...
07/08/2026

Our very own Kevin Forbes, Principal IFA at Strategic Solutions, will be joining the judging panel for this year’s Money Marketing Awards 2026.

Recognised for their rigorous judging process, the Money Marketing Awards bring together an exceptional panel of industry experts who share their knowledge, experience and insight to celebrate the very best across the financial advice profession.

As a judge, Kevin will play an important role in recognising the advisers, firms and individuals who are driving excellence, innovation and positive change across our profession. Being invited to join this prestigious panel is a fantastic recognition of his expertise, experience and commitment to maintaining the highest professional standards.

We’re looking forward to attending the awards ceremony on Thursday 10 September 2026.

What does financial independence really mean?We’re delighted to see our own Natasha O’Neill featured in Simplify Consult...
04/08/2026

What does financial independence really mean?

We’re delighted to see our own Natasha O’Neill featured in Simplify Consulting's latest Money Matters podcast, alongside Laura Barnes and Gillian Hepburn.

Financial independence means different things to different people. For many, it’s not just about wealth; it’s about having the confidence, security and freedom to make choices that align with your goals and values.

In this episode, they discuss what financial independence can look like, the importance of taking control of your financial future, and how good financial planning can help you feel more confident about the decisions ahead.

🎥 Watch the full episode here: https://www.youtube.com/watch?v=QXtG5LsO-7M

Q2 Investment Update 2026.Despite ongoing geopolitical uncertainty and continued developments in AI, global markets have...
04/08/2026

Q2 Investment Update 2026.

Despite ongoing geopolitical uncertainty and continued developments in AI, global markets have remained resilient during the first half of 2026.

Our latest Q2 Investment Update explores the key themes shaping markets and how our Investment Committee continues to review strategies to keep our clients' investments on track.

Read more >> https://ssfs.co.uk/investment-updates/q2-investment-update-2026-2/

It was fantastic to bring together our small but mighty Strategic Solutions team, along with their families, for our ann...
28/07/2026

It was fantastic to bring together our small but mighty Strategic Solutions team, along with their families, for our annual summer staff & family party. ☀️

As we've grown organically over the years, we've never lost sight of what matters most – our people. Today, we're proud to have over 30 experienced financial planners and 30 dedicated support staff working together to support thousands of households across the UK.

With advisers based across Dorset, Hampshire, Devon, Wiltshire, Surrey and Kent, it's not always easy to get everyone together, which makes occasions like this all the more special.

We're here for our clients, our colleagues and the communities we serve. As a proudly local, independent firm, we've always believed in building lasting relationships, supporting the communities that support us, and making a genuine difference to people's lives.

Days like this are a wonderful reminder of the incredible team behind Strategic Solutions and a chance to celebrate everything we've achieved together.

If you're a financial planner based along the south coast and are looking to join an independent, growing firm that champions professionalism, collaboration and career development, we'd love to hear from you.

Get in touch by dropping Nathan Harris, Partner and Chartered Financial Planner, an email at [email protected] for an informal chat.

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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