Financial Services

Dorset Biz News is now part of Insider Media!

From now on, all content produced by Dorset Biz News journalists will feature in Insider magazine and on the Insider website - bringing you even more in-depth business news, exclusive insights, and key regional deals.

What is Insider Media?

Insider is the UK’s biggest regional B2B publisher, delivering breaking business news, expert analysis, and exclusive interviews across key industries.

With a national reach and deep regional focus, Insider connects businesses, decision-makers, and entrepreneurs with the latest opportunities and insights.

Looking for the latest business news from Insider’s south west team? CLOSE
 

"Couldn't be prouder" says firm after Jordan, 21, is named UK's youngest chartered financial planner

Jordan Cruse (left), the UK's youngest Chartered Financial Planner, and colleague Paul Roberts.

By Andrew Diprose editor@dorsetbiznews.co.uk

Published: June 7, 2023 | Updated: 8th June 2023

Two advisers with a financial services firm have received chartered status with one named as the UK’s youngest Chartered Financial Planner.

The accolade went to Jordan Cruse, 21, following the attainment of his CII Level 6 Advanced Diploma in Financial Planning.

His colleague at Strategic Solutions Financial Services, Paul Roberts, was also awarded the title of Chartered Financial Planner.

It is recognised as being the gold standard within the profession.

Jordan’s career in financial services began in 2017 when he joined the award-winning firm at the age of 16.

Since then he has passed several financial exams and spent time within the paraplanning team in order to build his skills, experience and knowledge.

He now plans to work towards his CF8 and CF6 exams in order to become a Chartered Fellow.

Kevin Forbes, Chartered Financial Planner and Founding Partner of Strategic Solutions, pictured left, said: “Chartered status shows a commitment to our profession and a clear indication of someone wanting to be the best financial planner they can be for their clients and the community.

“Jordan’s achievement is amazing and signals the quality of next generation of advisers coming through in our firm and our profession.

“It is a real shot in the arm for all of us that have been around a long time.

“The whole team here couldn’t be prouder of what Jordan has achieved.”

Jordan and Paul are two of only around 5,500 Chartered Financial Planners in the UK.

Strategic Solutions now has 21 advisers at this level or above.

The Westbourne-based firm was founded by its four partners in 2010.

Only two years later it was awarded the title of Chartered Financial Planners, a prestigious award that only a few hundred firms hold.

The company has expanded with quality advisers over the period, including a Newton Abbott office and recently an office in Folkestone Kent giving coverage across the South of England.

Strategic Solutions now manages around £900m of client’s pensions and investments.

Latest Posts

Dorset’s fintech ecosystem has grown 32 per cent in last two years, new report reveals

England rugby star turned management consultant helps MSP Capital find new growth trajectory

Two senior hires & two promotions at Twenty7tec as Clive and Elaine join the Bournemouth biz

Saffery to host finance directors seminar at AFC Bournemouth’s Vitality Stadium next week

MSP for MS: Staff at Poole finance firm raise £1.6k for multiple sclerosis charity in fitness challenge

All Financial Services Stories »

Latest Posts

Saffery Senior Manager Matt Trowbridge looks at business exit planning and we meet Audit Assistant Elisa Cordial

Skyborne to launch second UK pilot academy in Bournemouth after flyaway success in Gloucs

Podcast which has hosted football royalty and SAS legend finds new home at Smartbase

Business mentor Erin to host 7th annual event backing women entrepreneurs in Bournemouth

Biz Roundtable: Dorset business community must champion county’s economic strengths

All Latest News »