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Jon Hickson FPFS, ALIBF, CertPFS (DM & Securities), CertCII (MP & ER)

Chartered Financial Planner

 

 

Jon entered the financial services industry in 2015 as Strategic Solutions’ first ever apprentice. After flying through his exams, Jon is now a fully qualified Independent Chartered Financial Planner and is a key member of the team. Jon works very closely with Kevin Forbes and looks after many of his clients.

 

Jon currently helps run the Under 35s Financial Planners group. They are a new group built to connect, develop and enhance experiences for young professionals across Dorset and Hampshire that join the financial services sector.

 

Being happily married with two very young daughters and a little dog means Jon has very little spare time, but when he gets the chance he enjoys playing with the latest tech gadgets, eating out, cycling & climbing mountains.

Awards and Commendations:

 

Highly Commended – 2020 Professional Adviser New Talent Awards - Adviser of the Year

Winner - Adviser of the Year - 2019 Professional Adviser New Talent Awards

Top 35 Next Generation Adviser - 2019 New Model Adviser

Winner - Young Retirement Planner of the Year 2019 South West, Midlands & Anglia

Top 35 Next Generation Adviser - 2018 New Model Adviser

Highly Commended - Young Retirement Planner of the Year 2018 South West, Midlands & Anglia.

SOLLA Retirement Advice Standard Holder

Forces Money plan volunteer

PFS Education Champion and E-Mentor

Jon holds the following financial services qualifications:

 

LP2 - Financial Services Products and Solutions

CF1 – UK Financial services, regulation & ethics.

CF2 – Investment & RiskCF4 – Retirement Planning

CF6 – Mortgage Advice

 

ER1- Equity Release

 

RO1 -  Financial Services, Regulation & Ethics
RO2 – Investment Principles and Risk
RO3 – Personal Taxation
RO4 – Pension and Retirement Planning
RO5 – Financial Protection
R06 -  Financial Planning Practice

RO8 - Pensions Update


J10 - Discretionary Investment Management
J12 - Securities Advice & Dealing

 

AF3- Advanced Pension Planning

AF5 -Financial Planning Process

AF6- Senior Management and Supervision

AF7- Pension Transfers

AF8- Retirement income planning

 

Fellowship

Advanced Diploma in Financial Planning

Associate of The London Institute of Banking & Finance

Diploma in Regulated Financial Planning

Diploma in Financial Planning

Certificate in Equity Release

Certificate in Discretionary Investment Management

Certificate in Securities Advice & Dealing

Award in Pensions Update

Certificate in Financial Services (General Route)

Certificate in Pension Transfer Advice

Certificate in Mortgage Advice

Certificate in Life & Pensions