Strategic Solutions partner with SafeWise to boost financial education in Dorset

Strategic Solutions are delighted to announce that we have signed up as a new sponsor for Dorset skills for life charity SafeWise.

The partnership will see our expert advisers help develop financial planning and management content for SafeWise’s new skills for life programmes.

SafeWise Chief Executive Rob Hattersley said: “I would like to thank Strategic Solutions Financial Services for their sponsorship, we’re delighted to welcome them as a key SafeWise partner.

“SSFS’ financial contribution will help us continue to deliver essential skills for life education, and their financial expertise will help us develop existing and new programmes at SafeWise centres in Bournemouth and Weymouth.”

SafeWise already delivers Junior Citizen primary programmes to schools plus family, youth and group tours; but is now developing Age Well and Home Leavers programmes which will include significant money management scenarios.

SSFS has long been committed to supporting its local community and has recently set up a staff-run community fund which is financed not only by the company but employees too.

Founding Partner Kevin Forbes said: “Local people have trusted and supported SSFS as we have grown and become successful over the last nine years. We really appreciate that support and are committed to giving something back to help our local community.

“The new partnership with SafeWise is a perfect match. Our role as trusted financial advisers is to help clients make the right decisions for them about managing their money; and that fits perfectly with SafeWise’s ethos of educating visitors to make informed choices about managing risk and other situations in life.

“We’re delighted to advise on the SafeWise programmes, and can cover everything from first savings and investments to managing debt, student loans, mortgages and pensions through to power of attorney, tax, inheritance and more.”

Strategic Solutions have been awarded Corporate Chartered Planner for the last seven years and are regulated by the Financial Conduct Authority. We have also has been fortunate to win many national awards including two Retirement Planner of the Year awards as recently as June 2019.

Dorset charity SafeWise delivers skills for life education for schools, groups and other visitors at learning centres in Elliott Road, Bournemouth and Radipole Lane in Weymouth and is supported by police, fire and health services plus local councils and corporate sponsors.

For more information about this charity please visit SafeWise

More stories

14 Nov 2024

Strategic Solutions Listed In Citywire New Model Adviser’s Top 100 Financial Advice Firms for 2024!

30 Oct 2024

The Autumn Budget 2024

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.

Please note that external links on our website have not been assessed and are used at client’s own risk.

This website is designed for the use of UK resident clients.

Top