Strategic Solutions Financial Services

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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.

It’s fantastic to see our support making a real difference at   Funding from our Community Foundation has helped the Sea...
16/10/2026

It’s fantastic to see our support making a real difference at

Funding from our Community Foundation has helped the Sea Cadets purchase new boating equipment, giving young people the chance to get out on the water, learn new skills and build confidence.

The support is particularly meaningful as a tribute to Andy Searles, who was a much-loved supporter of the Newbury Sea Cadets. Knowing that his memory will live on through experiences that give young people the opportunity to learn, grow and make their own memories is a fitting legacy.

We’re proud to be part of it. 💙

We’re really pleased to have another award win under our belt! 🏆Last night, one of our four partners, Nathan Harris, pic...
15/10/2026

We’re really pleased to have another award win under our belt! 🏆

Last night, one of our four partners, Nathan Harris, picked up the trophy for Small to Medium Advice Firm of the Year at the Money Age Awards 2026.

With a strong shortlist of firms, we’re delighted to have received this recognition. The award reflects the expertise, commitment and hard work of our team, and our continued focus on delivering the highest standards of advice and service to our clients.

Thank you to our team for their ongoing dedication, and to our clients for the trust they place in us.

We’re proud to announce that we’ve been ranked 17th in FTAdviser’s Top 100 Financial Advisers for 2026, marking our seco...
14/10/2026

We’re proud to announce that we’ve been ranked 17th in FTAdviser’s Top 100 Financial Advisers for 2026, marking our second consecutive year in this prestigious list.

This is a fantastic achievement and reflects the expertise and commitment of our team, alongside our focus on providing independent financial advice tailored to our clients’ individual needs.

A huge thank you to our clients for their continued trust in us, and to our fantastic team for the hard work that has helped make this achievement possible.

We’d also like to thank FT Adviser for this recognition and congratulate all the firms featured in this year’s rankings.

🔗 Read the full list: https://www.ftadviser.com/content/e2c10380-f21d-423c-bae3-94fe7a118230

Cooking, confidence and community. 🍳💙We’re delighted to support The Friendly Food Club with their first ever corporate-s...
09/10/2026

Cooking, confidence and community. 🍳💙

We’re delighted to support The Friendly Food Club with their first ever corporate-sponsored cooking course in Wareham.

A brilliant initiative helping people build practical skills, confidence and wellbeing through food. The first of three sessions is all about eggs. 🙌

We recently supported Cherry Tree Nursery with a new gazebo, helping them to create a more visible presence at their com...
05/10/2026

We recently supported Cherry Tree Nursery with a new gazebo, helping them to create a more visible presence at their community events.

The gazebo has already been put to good use at their Plant Sale and Autumn Fayre, which was their most successful yet, raising an incredible £18,000 for the charity. 💚🌱

We’re proud to support local charities and organisations and give something back to the communities where we live and work through our Community Foundation.

If you’re a charity or have a good cause that you’d like to be considered for support, find out more about our Community Foundation here.

👉 https://ssfs.co.uk/community/

We’re celebrating two wins today following last night’s Moneyfacts Awards 2026! 🏆🏆We won Retirement Adviser of the Year ...
02/10/2026

We’re celebrating two wins today following last night’s Moneyfacts Awards 2026! 🏆🏆

We won Retirement Adviser of the Year for the third time, while Rachael Martin FPFS was been named Paraplanner of the Year for the second time.

A brilliant achievement for Rachael and the whole SSFS team.

Thank you to the Moneyfacts Group Awards Team for an incredible evening, and congratulations to the other winners and everyone who was shortlisted.

We are pleased to be a sponsor for Circus Starr, helping bring their inclusive and accessible performances to families a...
30/09/2026

We are pleased to be a sponsor for Circus Starr, helping bring their inclusive and accessible performances to families across Bournemouth.

Circus Starr gives children with disabilities, families on low incomes and those facing difficult circumstances the opportunity to enjoy a fun, memorable day out together in a relaxed environment where everyone can be themselves.

We’re proud to play a small part in helping make the magic of the circus accessible to more local families. 🎪

We’re looking for an experienced paraplanner to join our well-established centralised paraplanning team in our Bournemou...
28/09/2026

We’re looking for an experienced paraplanner to join our well-established centralised paraplanning team in our Bournemouth ofice.

You’ll work closely with our advisers, taking ownership of new business cases across a broad range of technical areas and helping to ensure clients receive high-quality, carefully considered financial planning advice.

We’re looking for someone with:

✔️ Strong technical paraplanning knowledge
✔️ Excellent attention to detail
✔️ Confidence managing cases from start to finish
✔️ A collaborative, team-focused approach
✔️ A genuine commitment to developing their career

As a multi-award-winning independent financial planning firm, we’re proud of the people behind our success and we’re committed to creating an environment where talented people can do their best work and continue to grow.

If you're ready for your next challenge then find out more and apply here 👉 https://www.linkedin.com/jobs/view/4465806588/

We’re proud to support Ilchester FC through sponsorship from our Community Foundation.Grassroots clubs like Ilchester FC...
22/09/2026

We’re proud to support Ilchester FC through sponsorship from our Community Foundation.

Grassroots clubs like Ilchester FC play an important role in bringing people together, creating opportunities and strengthening local communities. We’re delighted to be able to support the team and play a small part in helping them continue to grow.

Our Community Foundation has now donated more than £300,000 to over 150 charities and community organisations across the region, supported by adviser fundraising, matched giving and volunteering.

We’re proud to invest in our profession and, just as importantly, in the communities around us. 💙

To find out more about our Community Foundation, or how we can help your local charity or good cause, visit >> ssfs.co.uk/community

We’re delighted to support Teddy 20 and the amazing work they do for children and families facing cancer. ❤️Knowing our ...
20/09/2026

We’re delighted to support Teddy 20 and the amazing work they do for children and families facing cancer. ❤️

Knowing our donation will help bring some extra Christmas magic to children in hospital and those visiting the Santa Sleigh makes it even more special. 🎄🧸

🎄❤️ A HUGE THANK YOU TO STRATEGIC SOLUTIONS! ❤️🎄

We’d like to say a massive thank you to Strategic Solutions for their incredibly generous £1,000 donation to Teddy20.

Strategic Solutions Financial Services got in touch with us to ask how they could help support Teddy20, and their kindness is going to make a very special difference this Christmas. 🎅🧸

Their donation will help us provide Christmas presents for children in hospital, as well as gifts for the children who visit our Santa Sleigh, helping us spread a little extra Christmas magic to families facing an incredibly difficult time.

We’re so grateful that they chose to support Teddy20 and the children and families we help. It’s thanks to businesses like Strategic Solutions who choose to get involved and make a difference that we’re able to continue doing what we do.

Thank you, Strategic Solutions, for helping us make Christmas a little brighter for children facing cancer. ❤️🎄🧸

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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