Strategic Solutions Financial Services - Bournemouth

Tommy L.

I reached my retirement age to claim the pension benefits from an ex-employer's pension scheme into which I stopped contributing when I changed job in 2000. Due to delay by the pension scheme's administrator, I ended up having to buy "backdated" annuities, but providers will only sell backdated annuities with a GMP underpin via a financial advisor. I had been turned down by 2 different firms as they didn't have the appetite or capacity to take on the challenge as it could be very time consuming. Then I was recommended to try Strategic Solutions @ Bournemouth which I'm so glad that I did. Natasha O'Neill from Strategic Solutions returned my call and that's when our journey started.....

Natasha took on my case, listened to my whole story, got the necessary paperwork from me, studied the whole details and acted on my behalf to take on the pension scheme's administrator. Natasha also helped to source the annuities from the open market and acted as the middle person to handhold all parties to move things forward. She could have just sourced the annuities for me and called it "job's done". But she didn't stop at that, she carried on doing the handholding. I also noticed that she had frequently worked very late to ensure all deadlines and milestones were met. She really had my interests at heart. I would also say that Natasha's friendliness, her professionalism, her knowledge, her enthusiasm, her energy are very difficult to find these days, I speak from having worked 32 years in investment banks who are notoriously known that they want "blood for their money" so to speak, so I know a gem when I see one. I would also say that one of the most important attributes that Natasha has is her communication skill. She keeps everybody informed of what's going on, making sure everyone is on the same page, and that's very important to ensure things move forward collectively.

All the paperwork have been put in place and I'm now just waiting for my pension benefits payment which is due imminently.

So, well done Natasha, and well done Strategic Solutions, their web site clearly spells out all the services that they can provide and the fees structure etc. so everything is clear upfront. As to the actual service, I can only speak from my own experience and I would not hesitate to recommend Strategic Solutions if anyone ever needs a financial advisor, they have well qualified people to help with various needs - individuals' qualifications are all stated on their website, and if you're lucky enough to have Natasha, all the better...

mazfb

This time last year i was in a position to be looking for a Financial Services company. What a great choice I made with Strategic Solutions.
My advisor, Russell, was fantastic from the outset. He is extremely professional but personable, honest, and full of sound advice and ideas. His knowledge in this field is impressive and I have complete faith in him and the Company as a whole. Russell continues to work hard reviewing my portfolio regularly and is always available to take calls and texts to answer my many questions.
Strategic Solutions are a contemporary financial planning service provider who have invested my money wisely and i would have no hesitation recommending them.

della G.

We have been with Strategic Solutions Financial Services for the last 10 years and have been very happy with the help and advice given to us.
We have been regularly visited in our home by Mr Giles Wellington to keep us up to date with our investments. This we have found very comforting, helpful and friendly. We have had no hesitation in recommending the company to our family and friends and anyone else who needs financial advice and help.

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.

Tony W.

Giles Wellington and his team at Strategic Solutions have been looking after my finances for many years.
I am far from a high net worth client but they have always made me feel important taking time to explain things and always being available.
When my wife passed away they dealt with the financials implications in a catering but professional way.
Not just Giles but the office staff too, Sara was a great personal help to me a at a very difficult time of my life.
I cannot recommend this company too highly and do not hesitate to award it five stars.
Anthony Wilkinson

Paul H.

My wife and I have been clients of Strategic Solutions for around 2 years.

They offer a tailored personal service, putting the customer first and are dedicated to clients needs. They are excellent communicators and simplify information when needed so everything is understood.

I’ve found Paul and Jon extremely professional, approachable and realistic in their approach. I wouldn’t hesitate to recommend them.

Lorraine M.

First and foremost, I believe that Strategic's advice is completely trustworthy and based on the best possible knowledge of the current financial situation. I have been impressed by the amount of preparation that goes into every meeting and every decision; where Strategic recommend products and third parties I have confidence that they are doing so in a completely honest and well informed manner. It is also apparent that they have forged good relationships across the financial sector and work easily with third parties. The level of information provided is great, and everything has been explained in a straightforward manner that I can easily understand. I am sure that I could call my personal adviser at Strategic at any time and would receive friendly, top quality professional advice; I can be certain that Strategic would always go that extra mile.

Philip J.

My portfolio had been managed by HSBC's IFAs for many years but I moved all my pensions, and investments, to Strategic Solutions at the beginning of 2018. I cannot rate their services highly enough. My portfolio has been tailored to protect my children's inheritance and make the most of taxable allowances. The most important advice I received from Giles Wellington after that was an extremely pragmatic suggestion to spend and enjoy the balance of my money while I have my health and not die a millionaire leaving the taxman a fortune! Now, that's what I call financial advice.
I am delighted at the regular updates I have received, the response to any queries I've had, and the pro-active manner in which my portfolio is managed.