Local financial advice firm Strategic Solutions bags a hat-trick!

Just two months after becoming the only firm to win Moneyfacts Investment Adviser of the Year award twice and then being named one of the top 100 financial firms in the UK by Citywire, Strategic Solutions have picked up a third prestigious national award, the Personal Finance Society’s β€œLater Life and Retirement Adviser of the Year”.

Unlike the previous two awards, this one was specifically honouring the achievements of one of the firm’s partners, Allan Cruse. During the ceremony hosted by Gyles Brandreth at the impressive Camden Roundhouse the Chief Executive of the Personal Finance Society Keith Richards said Mr. Cruse had demonstrated superior ability in the provision of specialist retirement and later life advice. There is no higher accolade than being recognised as a personal finance award winner by your professional body. Award winners and finalists act as ambassadors for our profession and should be congratulated for their commitment to high professional standards.

β€œThe exceptionally high standard of the candidates presented the judges with an extremely difficult choice in every single category, which is testament to the expertise and excellence of all that were shortlisted.

The Personal Finance Society is the largest professional body for the financial advisory profession in the UK, with in excess of 35,000 members. They promote the highest standards of professionalism for technical knowledge, client service and ethical practice across the entire financial advice community for the ultimate benefit of consumers. Allan Cruse, immediate past president of the local branch of the Chartered Insurance Institute said: β€œAt Strategic Solutions, our advice process is central to our proposition and the way we look after our clients and their money. I feel extremely proud to be recognised by the expert judges and I will continue to work hard to help our clients. I would like to thank all of our staff, clients and Personal Finance Society for their support.”

More stories

16 May 2024

Strategic Solutions teams up with AFC Bournemouth to deliver money management workshop

30 Apr 2024

SSFS Market Update – Q1 2024

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.