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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

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    Contact Rob today

    Rob Silk  CertPFS (DM & Securities)

    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 has recently completed the Diploma in Regulated Financial Planning and will now 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

    LP2 - Financial services products and solutions

     
    Certificate in Discretionary Investment Management
    Certificate in Securities Advice & Dealing

     

     

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    © 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.  

     

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