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about us

Strategic is a family firm of Independent Financial Advisors based in Southend on Sea offering a full financial planning service.

We have an established client bank and cherish our long term client relationships.

New clients also form an important part of our business and we are pleased that the majority of referrals have come from our existing clients, Accountants and Solicitors.

Our individual specialisms mean we are able to combine our knowledge to provide a truly holistic financial planning service.

We are fully experienced in all aspects of financial planning and place our clients needs at the heart of our processes.

Oliver Moore, Managing Director

Oliver Moore

Oliver specialises in lifestyle and financial planning and is a Certified Financial Planner professional.

Oliver is a member of the Institute of Financial Planning and is subject to their code of ethics.

Specialist Qualifications

  • Certified Financial Planner
  • Chartered Financial Planner
  • G60 – Pension Transfer Specialist
  • K10 – Retirement options
  • K20 – Pension Investment Options
  • AF4 – Investment Planning
  • G10 – Taxation and Trusts
  • Step Certificate – Trusts and Estate Planning

meet the team

Meet the team of people who make it possible for us to successfully navigate the immense amount of administration involved in financial planning.

our environmental policy

In the same way we care for your future financial needs, we care about the environment in which these needs are enjoyed. Our environmental policy is to seek to operate a long term sustainable business model.