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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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    Scott Turnbull  DipPFS, CertPFS (DM), Certs CII (SMP & ER)

    Independent Financial Adviser

     

     

    Scott has worked in the financial services industry since 2008, previously working in a number of roles for Old Mutual Wealth and VitalityInvest.

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    A recent addition to Strategic Solutions, Scott has joined Kevin Forbes' team to work alongside Jon, Paul and Rob. He is currently studying towards Chartered status.

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    Scott lives in Fareham with his wife and two young children. When not studying, he enjoys running, playing golf and kayaking with his son.

     

    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

    R06 - Financial Planning Practice

    R07 - Advanced Mortgage Advice

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    CF1 - UK Financial Services, Regulation & Ethics

    CF6 - Mortgage Advice

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    ER1 - Equity Release


    J10 - Discretionary Investment Management

    LP2 - Financial services products and solutions

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    Diploma in Regulated Financial Planning

    Diploma in Financial Planning

    Certificate in Equity Release

    Certificate in Discretionary Investment Management

    Certificate in Financial Services (General Route)

    Certificate in Advanced Mortgage Advice

    Certificate in Life & Pensions

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    Forces Money Plan Volunteer

     

     

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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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