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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 Russell today
    Contact

    Russell Tonks  FPFS

    I

    Chartered Financial Planner

     

    Russell entered the financial services industry in 2001 working at Liverpool Victoria, then at Lloyds TSB, where he became a Financial Adviser, HBOS and Nationwide. In 2013 Russell set up his own business as an Independent Financial Adviser and has since become a Chartered Financial Planner.

     

    Russell comes highly recommended by his loyal following of clients across the local counties. His approach is to focus on seeing them as individuals and he spends time on understanding their personal and financial concerns. The service they receive is a client-centric solution on complex issues, building towards a long-term personal and business relationship.

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    He is currently a Chairman of the Strategic Solutions Community Foundation - which is commited to supporting financial education, well-being and giving back to the communities where our customers and employees live, work and play.

     

    Russell lives with his fiancée and three children and devotes most of his spare time to family activities. Though, he is a keen rugby enthusiast and holds a Level 2 England Rugby Coaching Award.

     

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

     

    CII - Chartered Fellow Personal Finance Society

    CII - Chartered Financial Planner

    CII - Advanced Diploma in Financial Planning APFS

    CII - Diploma in Financial Planning DipPFS

    CII - Certificate in Discretionary Investment Management CertPFS (DM)

     

    AF5 - Financial Planning Process

    AF4 - Investment Planning

    AF3 - Pension Planning

    G10 - Taxation and Trusts

     

    J04 - Pension Funding Options

    J05 - Pension Income Options

    J06 - Investment Principles, Markets and Environment

    J10 - Discretionary Investment Management

    J12 - Securities advice and dealing

     

    R01 - Financial Services, Regulation and Ethics

    R03 - Personal Taxation

    R05 - Financial Protection

    R08 - Pensions Update

     

    CF6 - Certificate in Mortgage Advice

    CF8 – Long term care insurance

     

    Financial Planning Certificates 1, 2 and 3 (CII)

    Certificate in Life & Pensions

     

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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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