Jordan

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

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