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Strategic Solutions Financial Services

Strategic Solutions Financial Services

5.0(82 reviews)See reviews ↓·Bournemouth

What customers say

Based on genuine customer reviews

Strategic Solutions Financial Services earns consistent praise from clients who describe long-standing relationships with its advisers, several of whom are named directly in feedback. Jon Hickson is repeatedly mentioned for his knowledge, friendliness and reassurance, with customers noting that he and his team take time to understand expectations before recommending how to invest. Allan Cruse is described as conscientious, thoroughly prepared and clear in his explanations, particularly for clients entering retirement who want their pension investments managed on their behalf. Lucinda receives credit for her work on mortgage advice, explaining each step and securing suitable terms.

Dave Stone is thanked by a client for retirement guidance sustained over nearly three decades, and Jeff Fawcett is noted for investment support covering shares and trusts. A recurring theme is the ability to translate financial matters into plain language, so clients feel informed and confident about decisions. Reviewers also mention fair charges, strong communication maintained before and after transactions, and reliable, approachable service. The practice covers pensions, investments and mortgages, and the pattern across accounts is one of expertise combined with personal attention.

Reviews

Reviews are taken from publicly available sources.

CM
Conor Mullan14 August 2026

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.

SG
Stephen Greenfield6 August 2026

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.

EW
Elaine Walinck4 August 2026

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.

PW
Paul Whitaker1 August 2026

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.

LB
Lucy Bartram31 July 2026

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.

KB
Keith Bright31 July 2026

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.

M
Mary30 July 2026

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.

RankProviderRatingReviewsOpen Sat.
1Strategic Solutions Financial Services (this page)★ 5,082No
2Step By Step Financial Solutions Bournemouth★ 5,060No
3Ben James Wealth Management★ 5,040No
4Charlwood IFA - Independent Financial Advisers★ 4,980No
5St Barts Finance Bournemouth★ 4,860No
Contact
+448001601800ssfs.co.uk2, Hamilton Court House, 1-3 Alum Chine Rd, Westbourne, Bournemouth BH4 8DT
Working hours
Monday08:30–17:30
Tuesday08:30–17:30
Wednesday08:30–17:30
Thursday08:30–17:30
Friday08:30–17:30
SaturdayClosed
SundayClosed