Jordan Cruse DipPFS, Cert PFS (DM)

Trainee Independent Financial Adviser

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Jordan has been working for Strategic Solutions since 2018.

 

Working closely with Allan Cruse., he is studying towards the Advanced Diploma and Chartered Financial Planner status.

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He enjoys holidays and spending time with his friends.

 

He is a member of the Chartered Insurance institute (CII) & Personal Finance Society (PFS) and holds the following qualifications:

 

RO1 - Financial Services, Regulation & Ethics

R02 - Investment Principals and Risk

R03 – Personal Taxation

RO4 – Pension and Retirement Planning

RO5 – Financial Protection

R06 – Financial Planning Practice

 

FA1 – Life office administration

FA2 – Pensions administration

CF1 - U.K. financial services, regulations and ethics

J10 - Discretionary Investment Management

 

Award in Financial administration Life

Award in Financial administration Pensions

Certificate in Regulated Financial Services Operations

CII – Diploma in Regulated Financial Planning DipPFS