Jordan Cruse DipPFS, Cert PFS (DM)
Trainee Independent Financial Adviser
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.
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