
Multi Award Winning #Chartered Independent Financial Advisers specialising in #planning, #pensions, #tax and #mortgages Tweets are not advice.
Bournemouth/Devon/Kent
Joined November 2011
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We're pleased to share that we have been featured in the @NewModelAdviser's Top 100 firms for 2026!🏆
Thank you to our team and clients for being part of our journey.
citywire.com/new-model-advis…
We’re delighted to welcome Madeline Forbes as our new Community Support Coordinator!
Over 6 years, our Community Foundation has donated £300,000 to 150+ charities and community organisations. We’re excited to build on this impact with Madeline on board!
Is CGT a pot of gold for the Treasury?🌈
HMRC data shows CGT receipts from individuals hit £22.5bn in 2024/25, up 86% year on year. What drove the surge, and could CGT rise again in the Autumn Budget?
🔗 ssfs.co.uk/cgt-pot-of-gold/
#CGT #Budget
It’s fantastic to see our support making a real difference at the @NewburySea Cadets.
Funding from our Community Foundation has helped purchase new boating equipment, giving young people the chance to get out on the water, learn new skills and build confidence.
🤖 Made with AI
Another award win for Strategic Solutions! 🏆
We picked up Small to Medium Advice Firm of the Year at the @MoneyAge_UK Awards 2026.
A fantastic recognition of our team’s expertise, commitment and dedication to delivering the highest standards of financial advice.
We’re proud to be ranked 17th in @FTAdviser's Top 100 Financial Advisers for 2026, our second consecutive year in the list! 🏆
A huge thank you to our clients and team for making this possible.
🔗 ftadviser.com/content/e2c103…
#FinancialPlanning #Top100
Eggs are on the menu! 🥚🍳 We’re proud to support The Friendly Food Club with their first corporate-sponsored cooking course in Wareham.
The first of three sessions is all about eggs, building confidence, practical skills and wellbeing in the community. 💙
#CommunityFoundation
We’re hiring!
We're looking for an experienced Paraplanner to join our centralised team in Bournemouth.
If you’re an experienced Paraplanner looking for your next opportunity, we’d love to hear from you.
👉 Apply here: linkedin.com/jobs/view/44658…
We recently supported Cherry Tree Nursery with a new gazebo, helping them create a more visible presence at community events.
It’s already been put to good use at their Plant Sale and Autumn Fayre, which raised an incredible £18,000 for the charity. 💚
ssfs.co.uk/community/
Two wins at last night’s Moneyfacts Awards 2026! 🏆🏆
We won Retirement Adviser of the Year for the third time, while Rachael Martin FPFS was named Paraplanner of the Year for the second time.
A brilliant achievement for Rachael and the SSFS team! 👏
#SSFS #ILPAwards
TABLE 25 would like to profusely apologise to the #ILPawards audience for accidentally miscounting the number of @moneyfacts awards it is shortlisted for tonight. We erroneously claimed 14 shortlists when in fact the number should have been FIFTEEN. Our sincere apologies.
Jamie and Cameron getting though beers like @vernonkay gets through awards announcements tonight @moneyfacts #ILPawards event. Table 25 and it’s 14 shortlists… where are @GWR when you need them? Must be a record Annie?
The only thing we have more than beers tonight at Table 25 is awards shortlisting… 14 of them. Even Cameron couldn’t manage that. @moneyfacts #ILPawards
With us and our amazing friends from @ScottishWidows and @parmenionuk Table 25 are shortlisted for an incredible 14 awards tonight. Any table beat that? @moneyfacts #ILPAwards - bring it on 😉
Proud to be up for three awards @moneyfacts #ILPawards tonight. Always a great night
We’re proud to support @ilchestermensfc through our Community Foundation. ⚽💙
Grassroots clubs bring people together, create opportunities and strengthen local communities.
We’re delighted to play a small part in helping Ilchester FC continue to grow.
#StrategicSolutions
The Autumn Budget 2026 is set for 28 October. Our latest blog looks at some of the key issues to watch.
Read the full article here>> ssfs.co.uk/autumn-budget-202…
#AutumnBudget #Budget2026 #Tax #FinancialPlanning
It’s Pension Awareness Week!
Whether retirement is decades away or just around the corner, it’s a good time to check in on your pension and make sure you understand where you’re heading.
To chat with one of our advisers, get in touch:
📞 0800 160 1800
✉️ [email protected]
Our Autumn Bulletin is here!
Catch up on our latest awards, Community Foundation updates, company news and what our clients have to say.
Read it here >> ssfs.co.uk/autumn-bulletin
#StrategicSolutions #AutumnBulletin #FinancialServices




















