Financial Advice Bournemouth, Financial Advice Poole, Financial Advice Dorset, Financial Advice Wareham, Financial Advice Newton Abbot, Financial Advice Exeter, IFA Poole, IFA Bournemouth, IFA Wareham, IFA Newton Abbot, IFA Exeter
Financial Advice Bournemouth, Financial Advice Poole, Financial Advice Dorset, Financial Advice Wareham, Financial Advice Newton Abbot, Financial Advice Exeter, IFA Poole, IFA Bournemouth, IFA Wareham, IFA Newton Abbot, IFA Exeter

Multi-Award Winning Chartered Independent Financial Advisers  

Call us: 0800 160 1800 or email us 

  • Home

  • About us

  • Community

  • Investment Strategies

  • Awards

  • Services

  • How we are paid

  • Blog

  • Contact

  • More

    < BACK
    Photo_edited.jpg
    Contact Rob today

    Rob Silk  CertPFS (DM & Securities)

    Trainee Independent Financial Adviser

     

     

    Rob began working in the financial services industry in 2011 when he joined Santander, employed in various roles across the south coast including banking adviser and branch manager.

     

    Having always aspired to give independent advice, Rob joined Strategic Solutions in 2020, working closely with Kevin Forbes, Jon Hickson and Paul Roberts. He is studying towards the Diploma in Regulated Financial Planning where he is awaiting the result from the final exam. Once completed Rob will move onto studying for Chartered status.

     

    Rob lives with his girlfriend and two cats. He keeps active through a love of cycling and football. His longest cycle rides have been for charity, including self-guided rides from London to Madrid and coast to coast across America.

     

    He is a member of the Personal Finance Society (PFS) and holds the following qualifications: 

     

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


    J10 - Discretionary Investment Management
    J12 - Securities Advice & Dealing

     
    Certificate in Discretionary Investment Management
    Certificate in Securities Advice & Dealing

     

     

    DOWNLOADS
    PRIVACY
    DISCLAIMER
    COMPLAINTS
    CLIENT LOGIN
    Financial Advice Bournemouth, Financial Advice Poole, Financial Advice Dorset, Financial Advice Wareham, Financial Advice Newton Abbot, Financial Advice Exeter, IFA Poole, IFA Bournemouth, IFA Wareham, IFA Newton Abbot, Pension Advice Bournemouth

    VISIT US

    Strategic Solutions

    Head Office

    Suite 11 Branksome Park House

    Branksome Business Park

    Poole, Dorset

    BH12 1ED

    Pensions Dorset, Pensions Exeter, Pensions Somerset, Pensions Newton Abbot, Pensions Hampshire, Pensions Bristol, Pensions Bournemouth

    TELEPHONE

    0800 160 1800

    Financial Adviser Exeter, Financial Adviser Newton Abbot, IFA Bournemouth, IFA Dorset, IFA Wareham, IFA Exeter, IFA Newton Abbot

    CONTACT

    email ssfs

    • Twitter B&W
    • LinkedIn B&W
    • Facebook B&W
    • Google+ B&W

    View all our awards here 

    Pensions Dorset, Pensions Exeter, Pensions Somerset, Pensions Newton Abbot, Pensions Hampshire, Pensions Poole, Pensions Bournemouth
    Pension Transfer Gold Standard _Gold_RGB

    © 2014 by Strategic Solutions Chartered Financial Planners. Strategic Solutions is a trading style of Strategic Solutions Financial Services which is authorised and regulated by the Financial Conduct Authority. Number 525733. Principals: Kevin Forbes, Jefferson Fawcett, Giles Wellington, Allan Cruse. The Financial Conduct Authority (FCA) does not regulate all of these products and services. To ensure we carry out your instructions accurately, to help us to continually improve our service and in the interests of security, we will record and may monitor your telephone communications or conversations with us.  Copies of our telephone recordings will be available on request, for a period of 5 years after the recording was made.  

     

    Site proudly created & designed
    by Landmark Creative Studios