Strategic Solutions Financial Services
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I have used Strategic to manage my personal finances (pensions, investments etc) for over 10 years after first using them to set up my company pension scheme. The best recommendation I can give is the returns - I’m very happy with how they have managed my money. But they also take great care to understand my specific circumstances, taking a proactive interest in making sure I’m getting the most out of my money. These guys aren’t just your regular advisors; their specialist teams have an incredible understanding of a huge range of products. I’m delighted with them and trust them totally. Special shout out to Pete Richinson and his team.
Allan Cruse has removed the stress of managing my own pension investments as I entered retirement, providing financial advice and support in a friendly but professional manner. Performance of his recommended funds over the last couple of years has been good and his charges have been entirely reasonable.
Alan Cruse has been my advisor for many years. He is always very friendly and helpful. His advice has always been excellent. I will continue to use his services in the future.
Choosing an IFA you feel you can trust to work both with you and for you is tricky and not easy for many people, particularly the older you get. However, our own experience in choosing Strategic Solutions has proven to be of considerable benefit and wholly reassuring to us, and we would therefore highly recommend Jon Hickson at Strategic Solutions for his knowledge, friendliness, hard work and reassurance throughout all our dealings. Financial planning and professional guidance are fundamental to achieving the right objectives and Strategic Solutions are perfectly positioned to assist with comprehensive support in all areas of planning.
Jeff has provided my parents with trusted financial guidance and investment support for over 30 years, giving 100% commitment every step of the way. His extensive knowledge of investments, including shares and trusts, together with his ongoing advice and support, has been invaluable. His professionalism, expertise, and attention to both financial and legal matters have given our entire family complete peace of mind. We are incredibly grateful for his dedication and would highly recommend his services to anyone looking for knowledgeable, trustworthy financial advice.
I had a pension pot from Scotish Widows and was advised to contact Strategic solutions. Having made an appointment I arrived to be given a full presentation by Jon Hickson and his team seeking to find what my expectations were and how best to invest my money and in what proportions. I was given the expected returns based on the history of that particular investment along with expected market forecasts. Having set out what suited me at the time I was given time and advice including a full written report of all things that were open to me so I had time to think and had advice on hand should I needed to change anything. Forecasts were also provided for how long my investments would last depending on how much I drew down. All together excellent advice and help. So thank you Jon.
We have known Jeff Fawcett for many years and cannot recommend him highly enough. .He has been highly instrumental in helping us safe and grow our money through sound reliable financial guidance Beyond his excellent professional expertise. he has also been a trusted advisor on many personal matters offering sound advice whenever we needed it.
Financial advisers in Bournemouth compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Bournemouth are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Strategic Solutions Financial Services (this page) | ★ 5,0 | 82 | No |
| 2 | Step By Step Financial Solutions Bournemouth | ★ 5,0 | 60 | No |
| 3 | Ben James Wealth Management | ★ 5,0 | 40 | No |
| 4 | Charlwood IFA - Independent Financial Advisers | ★ 4,9 | 80 | No |
| 5 | St Barts Finance Bournemouth | ★ 4,8 | 60 | No |
