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Allan Cruse FPFS Chartered MCSI Certs CII (MP & ER) Chartered ALIBF

Chartered Financial Planner

Chartered Wealth Manager

Chartered Associate of the London Institute of Banking and Finance

Principal

 

 

Allan has been working in the financial services industry since 1992 and after several years holding down senior positions at the Halifax Building Society became a Financial Adviser in 1999.

 

Allan specialises in investment management and in particular trustee investments and pensions, he is also the Vice President of the Bournemouth Chartered Insurance Institute and the Chartered Insurance Institute liaison officer for the Hampshire & Dorset Region of the Personal Finance Society (PFS) - the largest professional body in Financial Services.

 

Allan is married with two children and enjoys spending as much time as he can with the family.

 

He is a Fellow of the Personal Finance Society (PFS), a Chartered Member of the Chartered Institute Of Securities and Investments, a Chartered Associate of the London Institute of Banking and Finance and an affiliate of the Society of Trust and Estate Practitioners, a member of SOLLA and holds the following professional qualifications:

Allan was awarded the Personal Finance Society’s Retirement and Later Life specialist of the year. 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.

 

Fellowship

Chartered Financial Planner

Chartered Wealth Manager

Chartered Associate of the London Institute of Banking and Finance

Society of Later Life Advisers accredited

SOLLA Retirement Advice Standard Holder

STEP Certificate for Financial Services

 

FPFS - Chartered Fellow Personal Finance Society

APFS - Personal Finance Society Advanced Diploma

AF1 - Personal tax and trust planning

AF2 - Business financial planning

AF3 - Pension planning

H15 - Sales Management and Supervision

AF5 - Financial planning process

 

Dip PFS - Personal Finance Society Diploma (PFS)

Diploma in Financial Planning

 

J01 - Personal tax

J02 - Trusts

J03 - The tax and legal aspects of business

J05 - Pension and income options

J08 - Financial planning practice

CF8 - Long Term Care insurance

R02 - Investment Principals and Risk

RO4 - Pension and Retirement Planning

RO8 - Pension Update

ER1 - Equity Release
P04 - Insurance Law  

• Diploma in Mortgage lending

• Certificate in Equity Release

• Certificate in Life and Pensions

• Certificate in Financial Planning

• The Chartered Institute of Bankers Banking certificate

• The Chartered Institute of Bankers, Certificate for Financial Advisers.

• The Institute of Financial Services, Certificate in Mortgage, Advice and Practice.