Strategic Solutions announces UK’s youngest chartered financial planner

We’re very pleased to announce that Jordan Cruse has achieved chartered status and is officially the UK’s youngest chartered financial planner.

Paul Roberts and Jordan Cruse have both been awarded the prestigious title of chartered financial planners; recognised as being the gold standard within the profession.

Aged just 21, Jordan Cruse has also claimed the record for being the UK’s youngest chartered financial planner following the attainment of his CII Level 6 Advanced Diploma in Financial Planning.

Jordan’s career in financial services began in 2017 when he joined Strategic Solutions at 16 years old. Since then he has passed several financial exams and spent time within the paraplanning team in order to build his skills, experience and knowledge.

Jordan says he’s extremely pleased to achieve such a prestigious qualification at such a young age but his ambitions don’t end there. “Following my chartered status I now plan to work towards my CF8 and CF6 exams in order to become a chartered fellow” said Jordan. This is the highest qualification awarded by the CII.

“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 next generation of advisers coming through in our firm and our profession and 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” said Kevin Forbes, chartered financial planner and founding partner of Strategic Solutions.

Jordan and Paul are two of only around 5,500 chartered financial planners in the UK with Strategic Solutions proudly boasting a huge 21 advisers at this level or above.

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Strategic Solutions and Strategic Solutions Chartered Financial Planners are trading styles of 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.  Copies of our telephone recordings will be available on request, for a period of 5 years after the recording was made.

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