Our accreditations

When choosing to seek financial advice, you want to be sure that you’re working with people you know what they’re doing. Our team is professionally qualified, highly experienced and committed to the highest standards.

Chartered Financial Planners

We are proud to have been awarded the prestigious title of “Chartered Financial Planners” by the Chartered Insurance Institute (CII). This title is only awarded to financial planning firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice.

Chartered financial planning firms must also follow a demanding code of ethical practice. This means we must work in a principled manner that places client’s interests at the heart of the advice we give.

CSR Accredited

We are thrilled to be the first IFA firm in the country to achieve Silver CSR Accreditation. This independent recognition shows the extent to which we have integrated social responsibility throughout our business, and is an indicator of our ethical values.

Pension Transfer Gold Standard

As part of our commitment to the highest professional standards, we were one of the first financial planning firms in the UK to adopt the Pension Transfer Gold Standard.

Pension transfers can be complex and require a specialist level of advice. By promoting the Gold Standard and its principles, we put our clients in a more informed position when seeking out advice, and they can be confident that they are dealing with a firm that goes beyond the minimum requirements.

Society of Later Life Advisers

Many of our advisers are accredited by the Society of Later Life Advisers (SOLLA), which is recognised by the Personal Finance Society (PFS). This means that they have the necessary qualifications to provide both practical and emotional support for older clients, and deliver suitable advice for their needs at this stage in life.

Financial Vulnerability Taskforce

Set up by the Personal Finance Society (PFS), the Financial Vulnerability Taskforce exists to promote greater understanding and support regarding vulnerable consumers.

We’re proud supporters of the Taskforce and its Charter, and by aligning ourselves with its principles we aim to be viewed as a β€˜safe pair of hands’ in the industry. Find out more about the CharterΒ here.

Consumer Duty Alliance

Launched in 2023, the Consumer Duty Alliance is an independent, β€˜not-for-profit’ professional body which aims to support the personal finance sector in the adoption and implementation of the FCA’s Consumer Duty requirements.

We are proud members committed to delivering better client outcomes. Find out more about the Consumer Duty Alliance here.

ScamSmart Campaign

We are supporting the ScamSmart campaign from the Financial Conduct Authority (FCA), which aims to help investors stay safe online and avoid becoming the victims of scams. Find out more here.

Strategic SolutionsΒ and Strategic Solutions Chartered Financial Planners are trading styles ofΒ Strategic Solutions Financial Services which is authorised and regulated by the Financial Conduct Authority, Number 525733.

Principals: Kevin Forbes, Jefferson Fawcett, Giles Wellington, Allan Cruse, Nathan Harris.

The Financial Conduct Authority (FCA) does not regulate all of these products and services. To ensure we carry out your instructions accurately, to help us to continually improve our service and in the interests of security, we may record and monitor your telephone communications or conversations with us.Β Β Copies of our telephone recordings will be available on request, for a period of 5 years after the recording was made.