Expert financial planning for a fuller, freer life
Life is full of important financial decisions; whether you’re planning for retirement, investing for the future, protecting your family, or navigating a major life change. At Strategic, we provide independent financial planning that gives you the clarity, confidence, and control to make the right choices.
Experience you can count on
50+
Years of experience
2,000+
clients supported through key life moments
£100m+
in assets carefully managed
Our services
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Financial planning
A long-term strategy tailored to your life and ambitions
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Wealth management
Helping you grow and protect your wealth with expert strategies
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Investments
Make informed investments with plans designed to help grow your wealth
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Retirement & pensions
Planning ahead so you can retire when and how you want
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Legacy planning & inheritance tax
Ensuring your wealth benefits those who matter most
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Protection & insurance
Safeguarding your family, income, and assets for the future
Who we work with
Whatever your stage of life, we can help you reach your goals.
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Young professionals
Build strong financial foundations early in your career.
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Families
Protect and grow your family’s financial security.
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Business owners
Balance personal and business finances with clarity.
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Retirement planners
Create a pension strategy that supports your future.
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Life transitions
Navigate significant changes, such as divorce or inheritance.
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Later-life planners
Plan for changing needs and long-term care.
How we work
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1.Understanding you and your goals
We start with a conversation; getting to know you, your aspirations, and what matters most.
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2.Gathering the details
We take a full look at your financial picture, identifying opportunities and areas for improvement.
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3.Creating your financial plan
We develop a clear, step-by-step strategy to help you achieve your financial ambitions.
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4.Implementing your strategy
We take care of the details, handling paperwork, setting up investments, and keeping everything stress-free.
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5.Ongoing support & regular reviews
Your financial plan should evolve with your life. We provide ongoing guidance and regular check-ins to keep you on track.
Why choose Strategic?
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Chartered Financial Planner
Led by Oliver Moore, a Chartered and Certified Financial Planner with over 30 years of experience and specialist qualifications across pensions, investments, and estate planning.
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Holistic financial planning
Beyond numbers, we help you make financial choices that empower you to live life to the fullest.
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Independent expertise
As a fully independent firm, our advice is driven solely on your best interests.
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Our values
We build lifelong relationships, treating your financial journey with care, integrity and personal attention.
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Empowering your future
We are passionate about helping you live life to the full, inspired by what matters most to you. Our goal is to give you the know-how and financial security to make life-changing decisions with confidence.
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Oliver Moore CFP™ Chartered FCSI (Financial Planning), Chartered Wealth Manager -
Thomas Woodyatt Dip PFS, Financial Adviser -
Danielle Speirs , Development Manager -
Michela Brownlee , Client Support -
Gemma Older , Paraplanner