Strategic Solutions Financial Services

Directions Website

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.

The Autumn Budget has announced changes that could affect your savings, pension, property and business finances.From ISA...
28/10/2026

The Autumn Budget has announced changes that could affect your savings, pension, property and business finances.

From ISA allowances and tax changes for landlords and savers to support for first-time buyers and help with household energy bills, there’s plenty to get to grips with.

Our latest blog breaks down the key announcements and explains what they could mean for you.

Read our 2026 Autumn Budget update here>> https://ssfs.co.uk/2026-autumn-budget/

As always, if you have questions about how the changes could affect your financial plans, please get in touch.

The chancellor, John Healey, has delivered the 2026 Autumn Budget. It included wide-ranging changes that will affect people of every age and from all walks of life. Healey upheld many of Rachel Reeves’ commitments, including a pledge not to increase taxes on “working people” and a commitment t...

We were proud to sponsor the Organisation of the Year award at this year’s Stars of Teignbridge awards, celebrating the ...
26/10/2026

We were proud to sponsor the Organisation of the Year award at this year’s Stars of Teignbridge awards, celebrating the incredible work of local charities, volunteers and community organisations.

A huge congratulations to THAT Foodbank., a very worthy winner, recognised for its outstanding work supporting the local community. From redecorating the foodbank and streamlining processes to opening the Teign Community Store, the team has achieved so much during a challenging year.

Aaron Paget from our Newton Abbot office was delighted to present the award and celebrate the difference THAT Foodbank makes to people’s lives across Teignbridge.

Congratulations to all the winners and nominees, and thank you to Teignbridge CVS for organising an evening that shines a light on the people and organisations making our communities stronger.

Could the state pension triple lock change from 2030?Proposals to adjust the triple lock could save billions of pounds t...
26/10/2026

Could the state pension triple lock change from 2030?

Proposals to adjust the triple lock could save billions of pounds to help fund adult social care, but what could this mean for your retirement income?

Read our latest blog article to find out what’s being proposed and why planning for your future retirement income matters.

>> https://ssfs.co.uk/state-pension-triple-lock/

The state pension triple lock is set to be adjusted under new proposals. The triple lock was introduced by the coalition government in 2010 with the goal of raising the value of the basic state pension as a proportion of average earnings. It currently requires the old and new state pension (but not....

We’re pleased to share that we’ve been included in the Citywire New Model Adviser’s Top 100 firms for 2026!The annual To...
23/10/2026

We’re pleased to share that we’ve been included in the Citywire New Model Adviser’s Top 100 firms for 2026!

The annual Top 100 list celebrates leading financial planning firms across the UK, recognising excellence in a changing advice landscape.

At Strategic Solutions, we believe great financial planning is about more than the numbers. It’s about building lasting relationships, providing independent advice our clients can trust and making a positive difference to the communities we serve.

A big thank you to our team for the care they bring to their work, and to our clients for allowing us to be part of their financial journeys. We’re delighted to see ourselves recognised among so many other hugely respected firms.

Read the full list here 👉 https://citywire.com/new-model-adviser/news/the-1bn-plus-firms-who-made-the-top-100-2026/a2501709

We’re delighted to welcome a new Community Support Coordinator to our Community Foundation.Madeline Forbes joins us with...
20/10/2026

We’re delighted to welcome a new Community Support Coordinator to our Community Foundation.

Madeline Forbes joins us with a background in charity work and community engagement, bringing a real passion for inclusion and helping organisations make a positive difference.

Over the past six years, our Community Foundation has donated £300,000 to more than 150 charities and community organisations, supporting a wide range of causes across our communities.

We’re looking forward to building on this work with Madeline on board!
If you’re a charity or have a good cause you’d like us to consider for support, find out more about our Community Foundation here.

👉 https://ssfs.co.uk/community/

CGT: a pot of gold at the end of the Treasury rainbow?🌈 New HMRC data reveals that capital gains tax receipts from indiv...
19/10/2026

CGT: a pot of gold at the end of the Treasury rainbow?🌈

New HMRC data reveals that capital gains tax receipts from individuals reached £22.5bn in 2024/25, an 86% increase on the previous year.

But what’s behind the surge? Changes to tax rates and allowances, alongside investors bringing forward gains ahead of anticipated tax rises, all played a part.

With the Autumn Budget approaching, could CGT be back in the Treasury’s sights?

Read our latest article to explore the figures and what they could mean for investors.

🔗 https://ssfs.co.uk/cgt-pot-of-gold/

New data on capital gains tax (CGT) arrives in time for the hunt for extra revenue ahead of the Autumn Budget. Source: HMRC CGT is one of the taxes which regularly appears on the list of possible tax increases as a Budget nears. In recent years, the possibility has twice become a reality: The annual

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. 🙌

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

Alerts

Be the first to know and let us send you an email when Strategic Solutions Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Nearby finance companies