Verified Company
Dave Stone has been our Retirement Advisor for nearly 30 years.
From the outset I have always felt that he has had my/our best interests at heart and his advice has proved itself. In that, since my husband died ten years ago I have been able to maintain a good standard of living. Something I couldn't have done without him.
So it's a big THANK YOU to Dave for all his help and advice.
I have been advised by this company for many years now and during this time I have been advised by Russell Tonks.Russell has advised me with regular annual visits and has always been available should I need any advice in between.I am extremely appreciative of all the help I have received.
I have known Russell Tonks, my financial adviser for nearly 20 years and my trust in him has grown over these years to the extent that when he moved to Strategic Solutions I decided to stay with him, as did my wife who consulted with him on my recommendation.
He has repaid the trust with sound, honest and truthful advice that has proved worthwhile. That trust has also become established with Strategic solutions and I have no hesitation in recommending their services.
I have worked with Russell Tonks and his team for over five years, during which time he has consistently demonstrated the qualities that define an exceptional financial adviser.
Russell acts for a number of our mutual clients, and the feedback I receive is consistently outstanding. What sets him apart is not just his technical knowledge across investment planning, retirement planning, and estate planning — it is the way he delivers it. He has a genuine gift for taking complex, often confusing financial information and presenting it in a way that is accessible and meaningful to people who are not financial specialists. His clients leave conversations feeling informed and empowered, not overwhelmed.
He is consistently available — whether by phone or email — and brings a level of personal care and professionalism to every interaction that goes well beyond what most would consider standard. He does not just advise, he educates, he listens, and he goes the extra mile, consistently and without exception.
I refer clients to Russell with complete confidence, knowing they will receive the same attention and diligence I would want for myself.
I'd been meaning to sort out the state of my various workplace pensions for years, and with Natasha's expertise I've successfully amalgamated my policies into a far more suitable arrangement for my circumstances. The time she took to explain and guide me through the process was much appreciated. Would definitely recommend.
It upsets me much to learn that these people are pursuing others
It upsets me much to learn that these people are pursuing others. I lost a lot of money in a similar circumstance to them. I was able to recover my money after discovering W w w. ChoMadchaR. TecH on Whatsapp: (+1) (725) (305) 3797.
We must all remain cautious and constantly reporting these atrocities.
Date of experience: 07 January, 2026
Date of experience: 07 January, 2026
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...
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.
Fantastic company to deal with, everyone I have dealt with has been super helpful, friendly and professional. Outstanding knowledge of relevant products, services, regulations with all my questions answered and some great advice received that will make a huge difference to my life today and my retirement plans. I can’t recommend these guys highly enough. I got a real sense of their desire to help me and do the right thing for me.
Kerry has been our Financial Advisor for a number of years.Throughout this time, she has always been friendly& approachable but highly professional.I had complete confidence in her skills in money matters and in her management of our financial affairs.
My trust in Kerry’s professional ability& as a person was fully vindicated and overwhelmingly so, in the past few months when I sadly, lost my dear husband.
The whole process of the various transfers & the completion of forms was carried out smoothly & painlessly and always with understanding and compassion. All I needed to do is sign on the dotted line.
I can not praise her highly enough.Absolutely outstanding!
A few Bereavement Departments should take a leaf out of Kerry’s book of how to handle people who are grieving for the loss of their loved ones.
I wholeheartedly recommend Kerry & Strategic Solutions.
Mrs T Tvily-Mudie
The advice, guidance and services that Strategic have given me over the years has been outstanding. The whole team has an ability to translate the complex financial landscape we now live in. Putting jargon into normal everyday language is a real skill and can't be undervalued. From mortgages, life insurance to pensions they have given me confidence and security in an uncertain time.
The biggest decision I needed to make on retiring was who to trust with my hard earned pension fund, and to get sound and sensible advice. SSFS and Kevin Forbes in particular were excellent through every part of the process, giving me reassurance and confidence that I was in safe hands and that my portfolio would be managed and invested with my medium and long term aims fully considered. I can honestly say that I have been delighted with their performance and transparency through what has been a most difficult period with Brexit and Covid, and I would have absolutely no hesitation in recommending them to anyone.
Really happy to have had SSFS manage my financial affairs for the past 8 years or so.
The team have continually provided clarity on a variety of financial products, both at a personal and a limited company level, and are always on hand to respond to questions and queries.
Looking forward to benefit from their excellent service for the foreseeable future.
