A FINANCIAL planning firm based in Bournemouth has unveiled a team to cover the South East.
Strategic Solutions Financial Planners has 10 people joining the existing chartered financial firm, headed by Bournemouth University graduate Nathan Harris.
The team of three advisers and seven support staff will have offices in Kent and Susssex.
Mr Harris will become Strategic Solutions’ fifth partner, alongside Kevin Forbes, Jeff Fawcett, Giles Wellington and Allan Cruse.
He said: “We were attracted to Strategic Solutions’ like-minded approach to bring through the next generation of financial planners. It’s a great fit for us and we are excited to be joining this award-winning firm.”
Kevin Forbes said: “I have known Nathan for many years now and we are very excited to have him, and his fantastic team join us. The new team are a superb fit for us with their extremely high standards of professional qualifications and ethics and their investment into the next generation of financial planners, so a perfect cultural fit and an exciting next step in the journey of Strategic Solutions.”
The combined assets Strategic Solutions looks after for clients is approaching £750million. It acts for more than 3,000 households across the south of England. It has 26 advisers, 15 of whom have achieved the gold standard of chartered financial planner or above.
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